[{"id":7194,"date":"2026-05-19T14:03:33","date_gmt":"2026-05-19T19:03:33","guid":{"rendered":"https:\/\/it.tamus.edu\/famis\/?post_type=hints&p=7194"},"modified":"2026-05-19T14:43:57","modified_gmt":"2026-05-19T19:43:57","slug":"sl-sa-pages","status":"publish","type":"hints","link":"https:\/\/tamuserp2.wpengine.com\/famis\/hints\/sl-sa-pages\/","title":{"rendered":"Subsidiary Ledger and Subsidiary Account (SL-SA): Getting the most out of the SL-SA pages"},"content":{"rendered":"\n

The SL-SA pages in FAMIS<\/strong>web<\/em> provide flexible views for reviewing balances and transactions and supporting reconciliation activities. Here are a few key tips to help you get the most out of these pages<\/p>\n\n\n\n

<\/span>Viewing Totals and Net Balances for Reconciliation<\/span><\/h2>\n\n\n\n

If you are looking for a view like legacy FAMIS screens used for reconciliation:<\/p>\n\n\n\n

    \n
  1. Use the SL-SA Summary<\/strong> page.<\/strong><\/li>\n\n\n\n
  2. Select your Account and Subsidiary Account (SA)<\/strong>.<\/li>\n\n\n\n
  3. Switch to the By Budget Pool<\/strong> view.<\/li>\n<\/ol>\n\n\n\n

    This view provides totals and net balance details comparable to those previously available on legacy screens.<\/p>\n\n\n\n

    <\/span>Understanding Account Totals in Summary Views<\/span><\/h2>\n\n\n\n

    Account totals are already available in the SL-SA Summary<\/strong> by using the By Budget Pool<\/strong> view. This view includes the same overall account balance information alongside budget-level detail<\/p>\n\n\n\n

    <\/span>Using Year Types (Fiscal Year, Project Year, etc.)<\/span><\/h2>\n\n\n\n

    The SL-SA Summary<\/strong> page supports multiple year perspectives when you use the Year Type<\/strong> field to switch between available year types. This allows you to quickly review balances across fiscal periods without leaving the page.\u00a0Inception to Date and Project Year will be available only for accounts marked with the Project<\/strong> Year-end flag.<\/p>\n\n\n\n

    <\/span>Customizing Your Transaction Views<\/span><\/h2>\n\n\n\n

    The SL-SA transaction grid is designed to be flexible and user-configurable:<\/p>\n\n\n\n

      \n
    • You can add columns<\/strong> that are not included in the default view (e.g., Offset Account).<\/li>\n\n\n\n
    • Customized views persist for future use<\/strong>.<\/li>\n\n\n\n
    • Customized views are included when you download data<\/strong>.<\/li>\n<\/ul>\n\n\n\n

      This allows you to tailor the transaction view to match your department\u2019s needs or replicate older layouts.<\/p>\n\n\n\n

      <\/span>Filtering and Searching Transactions<\/span><\/h2>\n\n\n\n

      Filtering within the SL-SA Transactions<\/strong> page has been streamlined:<\/p>\n\n\n\n

        \n
      • Filters are now available directly in the column headers<\/strong>. The inverted triangle icon<\/strong> in a column can be clicked to select and apply filters.<\/li>\n\n\n\n
      • Filters include Subcode<\/strong> and other available column attributes.<\/li>\n<\/ul>\n\n\n\n

        For more targeted subcode searches, you can also use the Subcode Inquiry<\/strong> page.<\/p>\n\n\n\n

        <\/span>Exporting and Printing Data<\/span><\/h2>\n\n\n\n

        FAMIS<\/strong>web<\/em> provides multiple ways to capture and share SL-SA data:<\/p>\n\n\n\n

          \n
        • Excel export (.xlsx)<\/strong> is available for transaction and summary data.<\/li>\n\n\n\n
        • A PDF download option<\/strong> is available on the SL-SA Summary<\/strong>.<\/li>\n\n\n\n
        • Additional enhancements are in progress to extend PDF download functionality to:\n
            \n
          • SL-SA Transactions<\/li>\n\n\n\n
          • SL-SA Account Statement pages<\/li>\n<\/ul>\n<\/li>\n\n\n\n
          • For quick printing, you can use Print to PDF in your browser to capture a formatted version of the page.<\/li>\n<\/ul>\n\n\n\n

            <\/span>Working Across Pages Efficiently<\/span><\/h2>\n\n\n\n

            Navigation in FAMIS<\/strong>web<\/em> is intentionally designed without embedded tabs. You can open multiple pages simultaneously using:<\/p>\n\n\n\n

              \n
            • Right-click > Open in new tab<\/strong><\/li>\n\n\n\n
            • Ctrl + click<\/strong> (new tab)<\/li>\n\n\n\n
            • Shift + click<\/strong> (new window)<\/li>\n<\/ul>\n\n\n\n

              This approach allows you to:<\/p>\n\n\n\n

                \n
              • Keep summary and transaction views open side-by-side.<\/li>\n\n\n\n
              • Reduce the need to repeatedly navigate between pages.<\/li>\n<\/ul>\n\n\n\n

                <\/span>Tips for Summary Page Comparison (Before \/ After Analysis)<\/span><\/h2>\n\n\n\n

                If you frequently compare balances (e.g., before and after a journal entry):<\/p>\n\n\n\n

                  \n
                • Use the SL-SA Summary<\/strong> page.<\/li>\n\n\n\n
                • Capture snapshots by:\n
                    \n
                  • Exporting to Excel<\/li>\n\n\n\n
                  • Using Print to PDF<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

                    This provides a simple way to retain \u201cbefore and after\u201d supporting documentation.<\/p>\n","protected":false},"excerpt":{"rendered":"

                    The SL-SA pages in FAMISweb provide flexible views for reviewing balances and transactions and supporting reconciliation activities. Here are a few key tips to help you get the most out […]<\/p>\n","protected":false},"author":37507,"featured_media":0,"template":"","categories":[121],"tags":[],"class_list":["post-7194","hints","type-hints","status-publish","category-fw-hints","entry"],"acf":[],"_links":{"self":[{"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/hints\/7194","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/hints"}],"about":[{"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/types\/hints"}],"author":[{"embeddable":true,"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/users\/37507"}],"version-history":[{"count":2,"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/hints\/7194\/revisions"}],"predecessor-version":[{"id":7197,"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/hints\/7194\/revisions\/7197"}],"wp:attachment":[{"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/media?parent=7194"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/categories?post=7194"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/tags?post=7194"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}},{"id":7094,"date":"2026-05-06T09:40:52","date_gmt":"2026-05-06T14:40:52","guid":{"rendered":"https:\/\/it.tamus.edu\/famis\/?post_type=hints&p=7094"},"modified":"2026-05-19T13:55:58","modified_gmt":"2026-05-19T18:55:58","slug":"my-accounts-creating-new-lists-and-updated-functions","status":"publish","type":"hints","link":"https:\/\/tamuserp2.wpengine.com\/famis\/hints\/my-accounts-creating-new-lists-and-updated-functions\/","title":{"rendered":"My Accounts: Creating New Lists and Updated Functions"},"content":{"rendered":"\n

                    Users have reported being unable to find their Canopy My Account lists in FAMIS<\/strong>web<\/em>. Given technical constraints, we were unable to port those lists, so you will need to create your My Account lists in FAMIS<\/strong>web<\/em>. However, we have improved both the experience and process.<\/p>\n\n\n\n

                    <\/span>Creating a new list directly from Account search results<\/span><\/h2>\n\n\n\n
                      \n
                    1. Once you have performed an Account search, in the Search results section (the grid), click the checkbox(es) on the left to add or remove your selection from My Accounts.<\/li>\n\n\n\n
                    2. Click Add to My Accounts.<\/li>\n\n\n\n
                    3. Select a pre-existing My Accounts list from the dropdown or create a new list by selecting + Add to new list, then Save.<\/li>\n<\/ol>\n\n\n\n

                      <\/span>Creating new lists directly from the My Accounts page<\/span><\/h2>\n\n\n\n
                        \n
                      1. Click the Add a list + button.<\/li>\n\n\n\n
                      2. Set the Fiscal year, enter a List name (both required) and include a Description.<\/li>\n\n\n\n
                      3. In the Actions column, select the check mark. You now have a list you can add accounts to from several pages throughout FAMIS<\/strong>web<\/em>.<\/li>\n<\/ol>\n\n\n\n

                        <\/span>My Accounts \u2013 access and updated features \/ functions<\/span><\/h2>\n\n\n\n
                          \n
                        • Access My Accounts from the main menu<\/strong>: Select Account oversight, and in the Lookup section, select My Accounts.<\/li>\n\n\n\n
                        • Access My Accounts from any page<\/strong>: Click on your profile icon in the top right corner, then select My Accounts.<\/li>\n\n\n\n
                        • From the My Accounts Actions column<\/strong>: You can Add accounts and Delete, Rename or Download your list.<\/li>\n\n\n\n
                        • From the far-left column<\/strong>: You can drag and drop your lists in any order.<\/li>\n\n\n\n
                        • Lists can cross multiple members<\/strong>: Lists can also include GLs and SL-SAs; just be aware that the columns differ significantly for these account types.<\/li>\n<\/ul>\n\n\n\n

                          <\/p>\n","protected":false},"excerpt":{"rendered":"

                          Users have reported being unable to find their Canopy My Account lists in FAMISweb. Given technical constraints, we were unable to port those lists, so you will need to create […]<\/p>\n","protected":false},"author":37507,"featured_media":0,"template":"","categories":[121],"tags":[],"class_list":["post-7094","hints","type-hints","status-publish","category-fw-hints","entry"],"acf":[],"_links":{"self":[{"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/hints\/7094","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/hints"}],"about":[{"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/types\/hints"}],"author":[{"embeddable":true,"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/users\/37507"}],"version-history":[{"count":3,"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/hints\/7094\/revisions"}],"predecessor-version":[{"id":7196,"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/hints\/7094\/revisions\/7196"}],"wp:attachment":[{"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/media?parent=7094"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/categories?post=7094"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tamuserp2.wpengine.com\/famis\/wp-json\/wp\/v2\/tags?post=7094"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}]