To increase security of sensitive data, Credit Memos (CM), Disbursement Vouchers (DV), Payment Requests (PREQ), and Procurement Card Documents (PCDO) in UAccess Financials will be updated effective July 1, 2020 to restrict the viewing of Notes and attachments. With this update, only individuals in the route log will be able to view Notes and Attachments. The update will offer the same functionality currently in place for the Images tab, providing a consistent experience for users.
If you are in the route log and view the Images tab, this will not impact your daily operations. Individuals who are not in the route log of the document and whom have a business purpose to view Notes and Attachments, may need to set up an FYI Org Review for the college/division based on the business structure if the unit. Please note, for PCDO documents it is recommended to set up Org Review for FYI not for Acknowledge.
You can view the Org Review Training guide for assistance in setting up your Org Review.
Please contact outreach@fso.arizona.edu with any questions or concerns related to our finacials system. We always welcome your feedback.