Using WebFM to check account balances:
Getting to WebFM
- From ISU or MSE homepage, click on AccessPlus link
- Login using ISU ID (or SS#) and network password (different than password used with ISU NetID)
- Select uBusiness tab (upper right side of screen)
- WebFM is located on the left side of the screen
How to find your balances
- Account Totals for state accounts (100, 200, 700, and incentive of 290, 490)
- Type in account number in boxes under WebFM – including section and project number
- Select Summary on left side of screen
- Monthly balances will be available
- Always use Uncommited Balance (removes encumbrances from current cash balance)
Viewing Transaction Details
- This will allow you to view every transaction posted for each specific month
- Click on Transaction Detail under the Account Detail section
- Be sure to include Section/Project on non-grant accounts
- Always opens with current month originally
- You can sort the transaction by date, description, and reference number
- Any number underlined means you can see additional information by clicking on it – this allows access to view the actual document sent to accounting
- Viewing Payroll allows you to see who is being paid from your accounts
Viewing Grant Accounts
- Enter account number under WebFM
- Select Financial Report (under Sponsored Programs on left side)
- Balance will be located at far right under TOTAL Direct
- Click on Acct Info next to account number to drop down award end date
- You can also view Award Summary information by clicking the link on the left side
Viewing List of All Grant Accounts
- Click on Sponsored Programs under the Browse tab on the left side
- Enter your last name in the Start Browse box (cursor should automatically locate there)
- Select PI from the drop-down menu
- Click on your name from the list that populates
- You will be redirected to a list of all your grant accounts – from there you can see account numbers, sponsors, award titles, whether or not account is closed, and the term end date
Printing
- Ability to Print Screen
- Download button located at the bottom of the Summary page and also Transaction Detail page
- Downloading can be saved directly into an Excel spreadsheet
IMPORTANT!
- State Accounts – view balances in summary screen only
- Grant Accounts – view balances under Sponsored Programs (if viewed in summary screen the total will be wrong), grant accounts are all 400 accounts except 490s
- Foundation account balances cannot be viewed in WebFM – contact the MSE Fiscal Officer to obtain this info