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Accessing Your Action List
*Taking Action on items in your action list
Enter your MSU Net ID and PasswordClick Login
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Click on Finance System tab
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**Your tabs might be arranged differently than above.**
Click onFinance System Inbox
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View of Empty Action List
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Action needed on E-docsClick on the document ‘#’ to view the document
VERIFY the following information:1. Description/Explanation/Total Amount2. Accounting Lines(*Account/Sub-Account/*Object/project/*amount)3. View notes/attachments4. Add notes/attachments if necessary
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(This is the top of a DV Form in EBS)
Type of Document
Type of Document
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To view attachments click on the paperclip icon: A new window will open
To add notes and attachments:Type *Note Text, Attach File, then click the ADD button on the right side of the screen
-Wait for the document to refresh
Click the SAVE button at the bottom of the screen (document will refresh) Verify all attachments were properly saved
*Reminder - A business purpose and receipt are required for each pcard transaction
(This is the bottom of a DV Form in EBS)
View
Click Save…Wait for
document to refresh
Click Save…Wait for
document to refresh
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After reviewing the document, scroll to the bottom and take action:
*If the document is correct click the APPROVE button*If the document is incorrect click the DISAPPROVE button
(Disapprovals require a detailed explanation. The FO should be contacted before disapproval takes place.)
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(This is the bottom of a DOCUMENT in EBS)
*If the document is ‘For Your Information’ or ‘Acknowledgement’(click the FYI or Acknowledge button to notify the initiator that you have viewed and understand the E-doc)
*****Any questions regarding documents please contact your Fiscal Officer for assistance.*****
QuestionsQuestions
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