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OVERVIEW OF SERVICE
Web*Finance, part of the Web*Financials suite, is a tool to manage and track financial transactions within an organization. Drexel IT provides support for the technical side.
DESCRIPTION & FEATURES
- Review fiscal account details and activity
- Review all transactions against the organization by account number for a month or series of months
- Review suspended documents details, encumbrances, grant activity, and more
- Document Tracking - used to view the details about invoices, requisitions, and purchase orders
- Review Grant inception to- date balances and activity
GETTING STARTED
To qualify for access you must:
- Be a budget administrator or be authorized by a budget administrator.
- Be a Principal Investigator or be authorized by a Principal Investigator
- Submit a completed Web*Finance Account Request/Change Form.
See the User Guide for more information on getting started with Web*Finance.
Drexel IT Core Enterprise Systems (CES) provides technical support for Web*Finance (e.g. password resets, access requests).
TRAINING SESSIONS
To request Web*Finance training, see Training Request on Human Resources' Web site. Access requests for Web*Finance will need to be submitted prior to training.
ADDITIONAL INFORMATION
Based on your access, different tools will be available to you within Web*Financials.
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AT A GLANCE
Web*Finance is a tool to manage and track all financial transactions within an organization.
Eligibility
Professional Staff
Rates
Free
Getting Started
Submit a request here to get started.
HELP DOCUMENTATION
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