eFinancials User Access Application Form
Please note this form is supplementary to the UCD Administrative Systems – Request for Access Form
The submission of this form does not automatically guarantee access to eFinancials, access to the University’s Financial system is
dependant on each individuals requirement., This assessment of this requirement will be carried out the Finance Systems
Administrator
Return the Completed Form to Finance Systems, Tierney Building, UCD, Belfield
Personal Details
Personnel Number:
Full Name (including middle initial):
Connect Username:
UCD email:
Position:
School:
Manager/Head of School/Unit:
Email address of above:
Access Requirements – Users External to Bursar’s Office
Please tick as appropriate

Access to Finance Reports only
Yes
No

Access to Review eFinancials System
Yes
No

General Ledger Read Only Access
Account Balance Set-Down
Job Costing Step Down
Chart of Accounts
Yes
No

Supplier Enquiry Read Only Access
Yes
No

POP Enquiry Access
Yes
No
Access Levels: State appropriate levels of cost centre access, eg College level/School level/specific
cost centres.
Specify cost centre(s) required:______________________________________________________
Specify account codes required______________________________________________________
(please note pay expenditure only given to Head of School/Unit unless otherwise authorised)
Specify job codes required:
__________________________________________________
(Eg. Research Managers, research jobs, D A/c’s, Capital Jobs)

Access to POP Module (for Processing of Purchase Orders)
Ability to Originate Orders
Yes
No
Yes
No
Yes
No
State authority levels €
Specify Cost Centres
Specify Job Codes
Ability to Authorise Orders
State authority levels €
Specify Cost Centres
Specify Job Codes
Ability to Receipt Orders
State authority levels €
Specify Cost Centres
Specify Job Codes
Please note users with POP processing rights are given a tolerance level of €635 to
change PO line values, if this level needs to be amended please advise:_______________

Access to Accounts Receivable Module
Ability to Enter Invoices
Yes
No
Access to Invoice Writer
Yes
No
Ability to Print / Post Invoices
Yes
No
Ability to create Customer Standing Data
Yes
No
Ability to Create Product Standing Data
Yes
No
Specify Cost Centres
Specify Job Codes
Access Requirements – Users Internal to Bursar’s Office
Access to General Ledger
Yes
No
Ability to post Cashbook Journals
Yes
No
Ability to post General Journals
Yes
No
Ability to post Budget Journals
Yes
No
Access to Xcel Uploader
Yes
No
Access to Cfacs Interface
Yes
No
Access to Payments Module
Ability to create Standing Data –
Suppliers
Ability to Enter and Post Invoices
– Supplier
Yes
No
Yes
No
Yes
No
Ability to Process Payment Run
Yes
No
Access to POP
Yes
No
State function POP
Originate
Authorise
Receipt
State authority levels € POP
Specify Cost Centres
POP
Specify Job Codes
POP
Access to Accounts Receivable
Yes
No
Access to System Administration
Yes
No
I understand the information available from the Financial System is confidential and may only be used for
appropriate work related purposes. I have read and adhere to the confidentiality guidelines detailed in
section C of the UCD Administrative Systems – Request for Access Form
Signature of Applicant:______________________________ Date:_________________
Authorisation by Manger / Head of School/Unit:
Name (please print): _____________________________
Signature:
______________________________ Date ___________________
Office Use Only
Account Approved By: ____________________________ Date ____________________