Financial System troubleshooting

What do I do if I discover an incorrect charge on my Cost Centre?

Contact the appropriate section of the Financial Accounting office, giving details of the error and a journal will be written up to rectify the error.

Why did I get the error "Field must be populated with details of Procurement Process Undertaken?

When raising a requisition Procurement Process Undertaken is mandatory. You must select an option from the dropdown menu.  If you do not select from the dropdown menu, you will receive the below error, and you will not be able to proceed with your purchase.

Click here for assistance in choosing the appropriate procurement process option for your requisition.

Why did I get a pop-up message asking me to confirm procurement compliance requirements have been met?

Requisitions greater than €5000 will generate an on-screen pop-up message asking users to confirm procurement compliance requirements have been met.  It is a mandatory requirement that requisitions greater than €5000  should have one or more documents uploaded to the requisition with the relevant procurement-related documentation.  Click here for guidance on what documentation is required for each procurement process.

What is the size limit for attaching documents to my requisition?

It is a mandatory requirement that requisitions greater than €5000 should have one or more documents uploaded to the requisition with the relevant procurement-related documentation.  Note the limit is 3MB.  Click here for guidance on what documentation is required for each procurement process.

1. To attach one or more documents (previously saved on your PC) to a requisition, please click on the paperclip icon on the top right-hand corner of the screen.
   
2. This will bring up a popup window titled Documents. Click on the Add a Document box.‌
   
3. Click the Upload button.
   
4. Browse to the document, click it and then hit Save.  Note the limit is 3MB.
5. Repeat for each document you wish to add then close the Add a Document box.

Why was my requisition >€25k rejected when the Budget Holder approved it?

ALL Requisitions >€25k will be routed, after Budget Holder approval,  to Procurement & Contracts Office for review of compliance with Procurement Policy.  Requisitions without evidence of a proper procurement process and or the appropriate documentation attached will be rejected.

Why did I get "A Serious error has occurred" when I clicked the Requisition hyperlink to view my Requisition Details/Workflow Status?

Clicking the hyperlink on a requisition generates the below error.

1. If you wish to open a requisition if for example to unpark it please see How to Unpark a Parked Requisition.
2. If you wish to see the workflow status of your requisitions there is a report under Procurement -> Requisitions ->  "My Requisitions". 

How can I filter information on a report for specific time periods, expenditures, etc?

For instructions on how to filter information, go to http://www.nuigalway.ie/management_accounting/faqs/.

How do I transfer my report into Excel?

How to Export a Report from Agresso into Microsoft Excel‌

What are the most commonly used Financial System reports?

You should only need to use a very small handful of views or reports in the Financial System. 
For a summary of the most commonly used Financial System reports please see this link. 

What does a failed funds check mean?

This usually means that sub-account has insufficient funds in the Financial System. Check whether the account has sufficient funds.

What can I do if I have accidentally processed a goods received note (GRN) twice?

Go back into the GRN section of the Financial System and enter minus one (or whatever number will bring you back to the quantity you want) in the quantity received column. Click the goods received button and the save button.

How do I regularly review my Research Project?

The Research Accounting Office develops and maintains Research Project Reports and processes coding corrections. There is a video guide, FAQ section and a Correction of Mis-Coded Transactions Form available to help you at http://www.nuigalway.ie/research-accounting/.