Agresso
Agresso is the main university finance system covering general ledger, purchase requisitioning and ordering, accounts payable and stores management functionality. It has extensive enquiry and reporting facilities.
Key features
- Maintaining accurate records of all income and expenditure for the University.
- Managing the expenditure on research projects.
- Stock control for stores in science departments.
- Requisitioning/purchase ordering. Enables staff to input a requisition, eg for new stationery.
- Invoicing customers and debt-chasing.
- Paying suppliers, taking cash payments, cheques etc.
- Enables departments to monitor their budgets.
- Optional Excel add-ons include Excelerator and BIF. Excelerator helps extract data from and post data to Agresso. BIF (batch input formatter) creates templates which require completion to finish certain types of transactions.
Access instructions
- To request or view your Agresso access, please use the online Authorised Systems Registration System. Review the Agresso user roles beforehand to check you're requesting the correct access.
- If you're not on campus, you need a virtual private network or virtual desktop service connection.
- Please email finance-systems
@york.ac.uk , if you need access to Excelerator or BIF.
Available to science graduates and staff (restrictions apply)
Authorised users can use this service on devices connected to the University network, VPN or VDS.
App and web-based
Compatible with Windows and Mac. This service also works in your web browser.
Funded by the University
This system is hosted on site with unrestricted users. This is likely to change to a set number of licences in the near future.
There isn't a cost to you for standard use.
Additional information
Departmental roles
- For staff requiring YeP2 Procurement Stores access - Science Department Stores.
- For staff requiring YeP2 Requisitioning and/or approval access - Department Procurement.
- For staff with a finance-related role (not in the Finance department) - Departmental Finance.
- Read-only access to research project and related financial information - Departmental Research.
- Staff in Research Grant and Contracts teams - Research Grants Co-ordinator.
Finance Department roles
- Staff within Faculty, Finance or Departmental accountant teams - Accountant.
- Staff in the Accounts Payable Office - Accounts Payable.
- Staff in the Cash/Fees Office - Cash/Fess Office (Accounts Receivable).
Systems
- Staff in the Finance Systems team only - Systems Administrator.
- Staff in development or testing roles - Technical support.
Other
- Access to reporting and the customer masterfile - Accommodation Office.
If you have a specific role and none of the above apply, please state the Agresso functionality you require in the comments box when you make your request for access.
Access instructions
- To request or view your Agresso access, please use the online Authorised Systems Registration System. Review the Agresso user roles beforehand to check you're requesting the correct access.
- If you're not on campus, you need a virtual private network or virtual desktop service connection.
- Please email finance-systems
@york.ac.uk , if you need access to Excelerator or BIF.
Guides and help
How-to guides and set up
- Procurement: York e-Purchase (YEP)
- Workflows quick guide (PDF
, 322kb) - Journal registration
- Browser enquiries
- Viewing invoice images
- Viewing scanned invoice images
- View ordered reports
- Journal entry
- Field help and find
- Tasks list
- Terminating commitments
Video guides
- Principles and desktop navigation
- Distributing browser templates
- GL transactions/enquiries
- Balance tables
- Journal input
- Excelerator reports
Training and best practice
We advise new starters to seek assistance in their own department and from management accountants.
Agresso Unit 4 ERP Desktop:
- Introduction to Agresso Desktop
- Files options and user configuration
- Screen resolution user information
- Desktop journal registration
- Desktop enquiry and reporting
- Desktop report errors
- Desktop distributing browser templates
- Data entry screen VP10 view options
Agresso Unit 4 ERP Web:
Contact for support
If you are experiencing technical issues and need advice, please contact finance-systems
Service commitments
The following policies apply to all IT services provided by the University.
Availability
- This is a live service, available 24/7.
- Check the status of this service and any planned maintenance.
Support
- This service is managed by IT Services.
- We are responsible for monitoring, identifying and fixing faults.
- Support is available during our opening hours.
Standards
- Our service performance and standards have been produced in consultation with our customers. We regularly monitor the delivery, performance and availability of facilities and services.
We appreciate feedback as it helps us review and continually improve our service.
Page last reviewed: 9 September 2024