In order to access Financial Edge you will need to perform following procedures one time on each of your computers.
First, Terminal Services Client version 6.0 or higher must be installed on your computer. Click here for instructions.
Second, a connection file must be downloaded to your computer. To start this process, right-click on the red 'Financial_Edge.rdp' link below then choose Save Target As... or Save Link As...
Click on the Desktop icon to change 'Save in:' to Desktop, and click the Save button.
Once you have clicked on the Save button, you may receive a file download complete warning. If so, click the Close button.
On the desktop, you should now see the following icon:
To access Financial Edge, double-click on the Financial_Edge.rdp icon.
Please note that the password you will use here is your old "Citrix" password, which will now be referred to as your "Active Directory" or "AIS Domain" password. If you utilize the P Drive, this is also the same as your P Drive password.
If the following dialog box displays, enter ais\[username], where [username] is your user name, and your Active Directory (same as the old Citrix) password. Make sure to select 'Remember my password' to prevent this dialog box from displaying again. Then click the OK button
If the following dialog box displays, make sure all three checkboxes are selected. Then click the Yes button.
Next, you will be prompted to enter your Active Directory (same as the old Citrix) user name and password. Make sure 'AIS' is in the 'Log on to:' field. Then click the OK button.
Once you have logged in successfully, you will be prompted to enter your Financial Edge user name and password. The user name field will say 'Supervisor' the first time you log in. Be sure to replace 'Supervisor' with your own user name. Your password is your Financial Edge password, which has not changed.
Important things to note:
- When signing out of the system, be sure that you close out by choosing the File drop-down menu, and then choosing Exit and Sign out. If you simply click the X to close Financial Edge and/or the terminal services window, your session will stay running in a disconnected state, and the next time you sign in (if it's within 15 minutes) you'll just get a gray screen with no Financial Edge window.
- When exporting data from Financial edge, you may receive an error referring to the Microsoft Jet Engine. To solve this problem, do the following:
- Choose the Tools drop-down menu.
- Click Options.
- Choose the File Locations tab. You will see three fields, Word Processing, Export/Import, and Excel Spreadsheets.
- Be sure that all 3 fields are blank, click Apply, verify that the fields are blank, and click OK.
- When saving files in Excel, you may receive an error that states "This operation has been canceled due to restrictions in effect on this computer..." To solve this issue, be sure that you are saving files to your own drives. To do this, choose the My Computer icon on the left bar of the Save As dialog box. You will see a list of available drives, including "Local Disk (C:)," "CD Drive (D:)." These two drives will be unavailable to you. You will also see a number of other drives called "
on ". For example, "C on BRYN-ABC123". These drives are YOUR drives, and each letter corresponds to what it is on your PC. The previous example is the hard drive on your PC. If it says "H on ", it is your home drive, and so forth. Save your files to one of these drives, in any location you choose.
- See Terminal Services FAQ page for answers to many frequently asked questions.