Categories (8)

Articles (5)

Pinned Article Frequently Asked Questions

This article contains frequently asked questions general to many components of the WyoCloud system.

Approvals Process for Financial Transactions in Detail

How to take Approval Process action on a transaction, including Approve, Edit Requisitions, Reject, Reassign, Request Information, and Adhoc Route. Tips on reading approvals notifications for financial transactions including expense reports, requisitions and non-PO invoices. ​​​​​​​

Configure Excel to allow the ADFdi add-on for use with WyoCloud Financials data

How to configure Excel to allow the ADFdi add-on to run for work with WyoCloud Financials data

General Accounting Dashboard

Navigating the General Accounting Dashboard. Recommended uses to review actuals data or budget to actuals data.

Reviewing Budget Balances with the Budgetary Control

How to find and review your department’s budget, consumption, remaining funds, and transactions by category.