Financial Toolbox  
Financial Toolbox Help

Become A User

  1. The Financial Toolbox is a secure application. To register, an agency completes the Financial Toolbox security form having it signed by the Agency Director (or designee) and the Network Administrator (or designee), and sends it to OFM. Click this link to view and copy the security form.
  2. OFM will set-up the Financial Toolbox agency and the designated Agency Administrator(s), and notify the individuals.
  3. The Agency Administrator(s) can then add the agency user(s).
  4. A Financial Toolbox user will need an IBM compatible PC with spreadsheet software (such as Excel), Internet Explorer 5.5 or greater, and Washington State intranet access.

Logon

The logon screen provides security to the Financial Toolbox. To logon, enter your user ID, agency number (four characters) and password (case sensitive). Your Agency Administrator does not know and cannot view your password. The agency number is automatically the AFRS batch header agency; the financial transaction input agency; and the posting agency if the posting agency is not on the financial transaction(s).

Note: AFRS will edit the financial transaction(s) to ensure that they have an authorized input and posting agency. If you wish to interface financial transactions from another agency, log out and logon with the other agency.

Forgot Password

Your Agency Administrator does not know and cannot view your password. Click the "Forgot Password" link on the Logon screen. On the Forgot Password screen enter your user ID and your agency number and click "Submit". When the information is validated you will receive E-mail notification of your Financial Toolbox assigned password.

The Agency Administrator can also request a Financial Toolbox assigned password for you, and you will receive an E-mail notification of your Financial Toolbox assigned password. Your Financial Toolbox assigned password is temporary. The first time you logon, the Financial Toolbox will require you to change your Financial Toolbox assigned password.

   
Office of Financial Management

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