SIRI and UB First

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SIRI provides information and reporting for UB Foundation (UBF) accounts.

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

What Can You Do in SIRI and UBFirst?

SIRI and UBFirst allow 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

All SIRI and UBFirst information is generated through UB InfoSource and is refreshed daily.

UBF Account Login Instructions

Requirements for Accessing SIRI and UBFirst

SIRI will be Replacing UBFirst

It is anticipated that UBFirst will be decommissioned on or near July 1, 2020.

UBF financial data is now uploaded into SIRI directly from UBF’s accounting system. All UBF data after July 1, 2016 will use the new UBF account string.

The new SIRI presentation will replace UBFirst for university reporting purposes, with SIRI offering both similar and expanded reporting. Images are also available in the new SIRI presentation.

If you do not currently have access to SIRI please request access by clicking the link below listed in step 3. 

In order to access the SIRI or 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

3. Access to Money dashboard in SIRI

Request Access to SIRI

How to request access to SIRI for UBF Accounts:

  • Download the Financial Data Access and Cost Approver Form
  • Select the SIRI FINANCIAL DATA ACCESS tab and check the Money (All tabs) box

SIRI Customer Support

Phone: 716-645-7474




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 access UB Foundation financial data is approved, here's how to access information:

UB First

  • Go to
  • For Domain\user name enter ad\ubitname – where ubitname = your actual UBITName. Enter your password and click Sign in.
image 1.
  • Click on the UBFirst icon (a pop up box will appear for you to connect)
Image 2.
  • UBFirst will appear
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  • 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. 

UBFirst Frequently Asked Questions

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

To view paystubs and W-2 forms, click on the AccuFund Employee Portal button below.

View a Revenue Report

UBF Report For Non-Donor Revenue

SIRI Revenue Report

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

In the top right corner, click Dashboards and then Reports under General Dashboards.

In the Reports panel, click the Money folder

Choose UBF Funds 2016-2017 Forward

Choose Revenue by Source Code Report

Select the account you would like to view by using the filters or entering your fund information and selecting the FY for which you wish to view the data.

Choose the type(s) of revenue you wish to view by checking the appropriate box(es) and then click ok.

Your report will be displayed.

The report can be sorted by clicking the arrows at the top of the columns.

You can print or export the report for download at the bottom of the report.

UBFirst Revenue Report

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

Contact an Expert

Encumbrances, Disbursements, Adjusting Entries 

Rose Dommer.

Rose Dommer

Accounts Payable Manager

UB Foundation

Phone: 716-645-8749


Revenue Reports, Account Balances, Transactions 

Cindy Johannes.

Cindy Johannes

Revenue Manager

UB Foundation

Phone: 716-645-8720


Paystubs and Year-end Tax Documents

Katie D’Amato.

Katie D’Amato

Payroll Manager

UB Foundation

Phone: (716) 645-8735



Lisa Adamshick.

Lisa Adamshick

Benefits Manager

UB Foundation

Phone: 716-645-8726


Requirements, Technical Information 

Related Forms, Links and Documents

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: