eFinancials User Access Application

Please note this form is supplementary to the UCD Administrative Systems – Request for Access Form

The submission of this form does not automatically guarantee access to eFinancials, access to the University’s Financial system is dependant on each individuals requirement., This assessment of this requirement will be carried out the Finance Systems Administrator

Return the Completed Form to Finance Systems, Tierney Building, UCD, Belfield

Personal Details
Personnel Number:
Full Name (including middle initial):
Connect Username:
UCD email:
Position:
School:
Manager/Head of School/Unit:
Email address of above:
Copy access of username:

Access Requirements – Users External to Bursar’s Office

Please tick as appropriate

Access to Finance Reports only	Yes	☐	No	☐

Access to Review eFinancials System	Yes	☐	No	☐

General Ledger Read Only Access	Yes	☐	No	☐

Account Balance Set-Down

Job Costing Step Down

Chart of Accounts

Supplier Enquiry Read Only Access	Yes	☐	No	☐

POP Enquiry Access	Yes	☐	No	☐

Access Levels: State appropriate levels of cost centre access, eg College level/School level/specific cost centres.

Specify cost centre(s) required:______________________________________________________

Specify account codes required______________________________________________________

(please note pay expenditure only given to Head of School/Unit unless otherwise authorised)

Specify job codes required:	__________________________________________________

(Eg. Research Managers, research jobs, D A/c’s, Capital Jobs)

Access to POP Module (for Processing of Purchase Orders)
Ability to Originate Orders	Yes☐	No☐
State authority levels €
Specify Cost Centres
Specify Job Codes

Ability to Authorise Orders	Yes☐	No☐
State authority levels €
Specify Cost Centres
Specify Job Codes

Ability to Receipt Orders	Yes☐	No☐
State authority levels €
Specify Cost Centres
Specify Job Codes

Please note users with POP processing rights are given a tolerance level of €635 to change PO line values, if this level needs to be amended please advise:_______________

Access to Accounts Receivable Module

Ability to Enter Invoices	Yes ☐	No ☐
Access to Invoice Writer	Yes ☐	No ☐
Ability to Print / Post Invoices	Yes ☐	No ☐
Ability to create Customer Standing Data	Yes ☐	No ☐
Ability to Create Product Standing Data	Yes ☐	No ☐
Specify Cost Centres
Specify Job Codes

Access Requirements – Users Internal to Bursar’s Office

Access to General Ledger	Yes ☐	No ☐
Ability to post Cashbook Journals	Yes ☐	No ☐
Ability to post General Journals	Yes ☐	No ☐
Ability to post Budget Journals	Yes ☐	No ☐
Access to Xcel Uploader	Yes ☐	No ☐
Access to Cfacs Interface	Yes ☐	No ☐
Access to Payments Module	Yes ☐	No ☐
Ability to create Standing Data – Suppliers	Yes ☐	No ☐
Ability to Enter and Post Invoices – Supplier	Yes ☐	No ☐
Ability to Process Payment Run	Yes ☐	No ☐
Access to POP	Yes ☐	No ☐
State function POP	Originate ☐ Authorise ☐ Receipt ☐
State authority levels € POP
Specify Cost Centres POP
Specify Job Codes POP
Access to Accounts Receivable	Yes ☐	No ☐
Access to System Administration	Yes ☐	No ☐

I understand the information available from the Financial System is confidential and may only be used for appropriate work related purposes. I have read and adhere to the confidentiality guidelines detailed in section C of the UCD Administrative Systems – Request for Access Form

Signature of Applicant:______________________________ Date:_________________

Authorisation by Manger / Head of School/Unit:

Name (please print):	_____________________________

Signature:	______________________________ Date ___________________