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UBFirst

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UBFirst is the UB Foundation (UBF) Information and Reporting System.

This system allows account holders to query their accounts and do many common tasks.

What Can You Do in UBFirst?

UBFirst allows you to do any of the following tasks:

  • Get account balances
  • Lookup transactions
  • View scanned documents from disbursements and adjusting entries
  • Lookup encumbrances on accounts
  • Run reports, such as the Account Activity Report

In addition to furnishing account information, UBFirst provides the ability to electronically view paystubs, year-end tax documents and relevant benefits information. All UBFirst information is generated through UB InfoSource and is refreshed daily.

UBFirst Login Instructions

Requirements

In order to access the UBFirst application, you will need to meet the following requirements:

1. A valid UBITname and password

2. A computer with the Microsoft Remote Desktop Client installed

  • Windows users should already have the required software installed on their PCs
  • Mac users will need to download and install the most recent version from the Apple App Store

How To Log In To UBFirst

Step-By-Step Instructions For Logging In To UBFirst

Whenever you are asked to enter your UBITName, always preceed the UBITName with the domain "ad\" as indicated in the instructions. example: ad\ubitname

Once your request to use UBFirst is approved, here's how to access information:

  • Go to https://ubrds.buffalo.edu/rdweb
  • For Domain\user name enter ad\ubitname – where ubitname = your actual UBITName. Enter your password and click Sign in.
  • Click on the UBFirst icon (a pop up box will appear for you to connect)
  • UBFirst will appear
  • Click on the My Info tab to view your personal payroll and benefits information
  • Accounts and Endowment can be accessed through the menu items at the top of the page
  • To run a report, choose Reports from the menu and select the report to run
  • When finished with UBFirst, close the application and then click Sign out on the web page

For detailed instructions or if you are using a browser other than Internet Explorer, please see the instructions below.

UBFirst Login Help

What If I Get an "Invalid Credentials" Error?

If you are certain you entered your correct UBITName/password, you most likely need to change your UBIT password. 

Where Do I Contact Someone to Give Me More Assistance?

UBFirst Frequently Asked Questions

Contact an Expert

Pamela Vanderpool

Programmer Analyst

UB Foundation

Phone: 716-645-8717

Email: pvanderp@buffalo.edu

View Personal Information and Documents — My Info, Paystubs and W-2 Forms

In order to view your paystubs and W-2 forms, you must meet the requirements for logging into the UBFirst application.

  • Click the My Info button on the toolbar
  • This window shows the My Info button as it appears in UBFirst
  • After clicking the My Info button, a window similar to the one below appears
  • You can click any hyperlinks on the left to access a listing of available documents
  • You can click any hyperlinks on the right to access those listed documents

View a Revenue Report

UBFirst Report For Non-Donor Revenue

Once you login to UBFirst, you can review a list of transactions made to your account. Here's how it works:

  • Click on the Reports icon to open the Report Menu window.
  • On the Report Menu, double click on Non-Donor Listing for Cash Receipts.
  • Fill in the Dates Between and Account fields and click the OK button.

The report lists all successfully settled transactions by date. You can choose to sort the report by gross amount or name by clicking on the Sort icon. Refunds are included in this report.

Once you are finished reviewing the report, close all windows and sign out.

Saving and Printing Files

IMPORTANT: Have you checked to see if your question is answered here on the website in the FAQ?

For all other inquiries, send your comments or questions to the UBF expert in the form below:

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