2. TAMIU Systems 101: What’s in my account? Navigate FAMIS-Canopy to get answers. by The University Comptroller’s Office for TAMIU Enrichment Day (5.23.08) Next

3. OVERVIEW NOTE: This training is simply an overview of CANOPY and only with continued use will you gain ease in navigating the web site for the information available. Overview to include:  What is Canopy?  Logging In  Welcome Screen  Using Search features  Selecting “Favorites”  Summary View  Detail View  Sorting  Downloading Information to Excel Next

4. What is Canopy? Canopy is the web enabled version of FAMIS FAMIS – The Financial Accounting Management Information System is used exclusively by The Texas A&M University System. Canopy can only be used to retrieve information. No data entry is made in Canopy. Canopy is accessed via the internet at: https://apps2.system.tamus.edu/canopyTwo/login. aspx Next

5. LOGGING IN Same as FAMIS User Id & Password Next

6. Welcome Screen Next

7. Use pull down menu to select Fiscal Year; Click on [Set CC/FY] button to activate selection. These are the same. Next

8. Move mouse over FRS, pull down menu will appear. Next

9. Click on either one. Nice Feature! Next

10. Click Same choices available here as with pull down menu when mouse floats over FRS tab above. Next

11. List of available searches. Click Next

12. Search for account by:  Account number  Department  Responsible person  Account Title  Or any portion of the information. Then,  Click on Search Button Click Next

13. Use slide bar to view full list of results. Next

14. Click box to add accounts to “My Accounts” tab. No need to perform search again. Next

15. FAVORITE ACCOUNTS:  Personalized list of the accounts viewed most often.  Quick view of “bottom line” expenses and available balances for accounts listed in favorites.  Quick link to view account details. Next

16. As mouse floats over hyperlinks, instructions will appear. Click on account number to jump to summary tab. Next

17. Defaults to current month. Summary Tab = FAMIS screen 19 Click on any header to sort by that column! Next

18. Open Commitments (Outstanding PO’s):  Original - Full amount of PO  Liquidated - How much has been paid against PO  Current - Original amount less payments A ABC B C Next

19. Transaction Tab = FAMIS screen 23 Choose the months to view Click on submit to reset view Next

20. Click Instructions appear. Click on any column header to sort. Next

21. Click on triangle to change sort order. Next

22. Sort on Description column. Next

23. Narrow search to one month. Choose date range - use pull down menus. Next

24. Narrow search by subcode Next

25. Download transaction details to Excel spreadsheet! Next

29. One Click to log out Next

30. Additional Information  Security settings will prevent users from restricted information.  Click on any hyperlink and feel free to explore other areas and features.  No data entry means you cannot corrupt any information.  Don’t be afraid to “click – away”  Statement of Responsibility. Next

31. Statement of Responsibility  I understand that I will be violating university regulations and state and federal law if I gain or help others gain unauthorized access to the Financial Accounting Management Information System (FAMIS): I acknowledge that neither I nor anyone else possess the authority to allow anyone to use my ID or password.  I also understand that if I violate university regulations and state and federal laws by gaining or helping others gain unauthorized access to FAMIS, I will be subject to university disciplinary action and criminal prosecution to the full extent of the law. (Chapter 33, Section 1, Title 7 of the Texas Penal Code).  By logging on to this computer system, I acknowledge my responsibility for strictly adhering to university policy and state and federal law. I also am aware that penalties exist for unauthorized access, unauthorized use or unauthorized distribution of information from FAMIS.  I agree further not to attempt to circumvent the computer security system by using or attempting to use any transactions, software, files or resources I am not authorized to use.

32. QUESTIONS? Contact us if you need assistance with Canopy. Comptroller’s Office / KL162 (956) 326-2433 businessoffice@tamiu.edubusinessoffice@tamiu.edu