TAMIU Systems 101: What’s in my account? Navigate FAMIS-Canopy to get answers.
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TAMIU Systems 101: What’s in my account? Navigate FAMIS-Canopy to get answers. by The University Comptroller’s Office for TAMIU Enrichment Day (5.23.08) Next
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TAMIU Systems 101: What’s in my account? Navigate FAMIS-Canopy to get answers. by The University Comptroller’s Office for TAMIU Enrichment Day (5.23.08). Next. OVERVIEW. - PowerPoint PPT Presentation
Transcript of TAMIU Systems 101: What’s in my account? Navigate FAMIS-Canopy to get answers.
TAMIU Systems 101:What’s in my account?
Navigate FAMIS-Canopy to get answers.
by The University Comptroller’s Office
for TAMIU Enrichment Day (5.23.08)
Next
OVERVIEWNOTE: This training is simply an overview of CANOPY and only with continued use
will you gain ease in navigating the web site for the information available.
Overview to include: What is Canopy? Logging In Welcome Screen Using Search features Selecting “Favorites” Summary View Detail View Sorting Downloading Information to Excel
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What is Canopy?
Canopy is the web enabled version of FAMIS FAMIS – The Financial Accounting Management
Information System is used exclusively by The Texas A&M University System.
Canopy can only be used to retrieve information. No data entry is made in Canopy.
Canopy is accessed via the internet at: https://apps2.system.tamus.edu/canopyTwo/login.aspx
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LOGGING IN
Same as FAMIS User
Id & Password
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Welcome Screen
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•Use pull down menu to select Fiscal Year;•Click on [Set CC/FY] button to activate selection.
These are the same.
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Move mouse over FRS, pull down menu will appear.
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Click on either one. Nice Feature
!
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Click
Same choices available here as with pull down menu when mouse floats over FRS tab
above.Next
List of available searches.
Click
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Search for account by:Account numberDepartmentResponsible personAccount TitleOr any portion of the information. Then,Click on Search Button
Click
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Use slide bar to view full list of
results.
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•Click box to add accounts to “My Accounts” tab.•No need to perform search again.
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FAVORITE ACCOUNTS:Personalized list of the accounts viewed most often.Quick view of “bottom line” expenses and available balances for accounts listed in favorites.Quick link to view account details. Next
As mouse floats over hyperlinks, instructions will appear.
Click on account
number to jump to
summary tab.
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Defaults to current month.
Summary Tab = FAMIS screen 19
Click on any header to sort by that
column!Next
Open Commitments (Outstanding PO’s):Original - Full amount of POLiquidated - How much has been paid against POCurrent - Original amount less payments
A
A B C
B
C
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Transaction Tab = FAMIS screen 23
Choose the months to view
Click on submit to reset view
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Click
Instructions appear.
Click on any column header to sort.
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Click on triangle to change sort order.
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Sort on Description column.
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Narrow search to one month.
Choose date range - use pull down menus.
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Narrow search by subcode
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Download transaction details to Excel spreadsheet!
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One Click to log out
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Additional Information Security settings will prevent users from
restricted information. Click on any hyperlink and feel free to
explore other areas and features. No data entry means you cannot corrupt any
information. Don’t be afraid to “click – away” Statement of Responsibility.
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Statement of Responsibility I understand that I will be violating university regulations and state and federal
law if I gain or help others gain unauthorized access to the Financial Accounting Management Information System (FAMIS): I acknowledge that neither I nor anyone else possess the authority to allow anyone to use my ID or password.
I also understand that if I violate university regulations and state and federal laws by gaining or helping others gain unauthorized access to FAMIS, I will be subject to university disciplinary action and criminal prosecution to the full extent of the law. (Chapter 33, Section 1, Title 7 of the Texas Penal Code).
By logging on to this computer system, I acknowledge my responsibility for strictly adhering to university policy and state and federal law. I also am aware that penalties exist for unauthorized access, unauthorized use or unauthorized distribution of information from FAMIS.
I agree further not to attempt to circumvent the computer security system by using or attempting to use any transactions, software, files or resources I am not authorized to use.
QUESTIONS?
Contact us if you need assistance with Canopy.Comptroller’s Office / KL162
(956) 326-2433 [email protected]
