SIRI provides information and reporting for UB Foundation (UBF) accounts.
This system allows account holders to query their accounts and do many common tasks.
SIRI and UBFirst allow you to do any of the following tasks:
All SIRI and UBFirst information is generated through UB InfoSource and is refreshed daily.
As of March 16, 2020 UBF financial data will be uploaded to SIRI directly from UBF’s accounting system. Data after July 1, 2016 will use the new UBF account string.
The new SIRI presentation will replace UBFirst with both similar and expanded reporting. Images will also be available in SIRI. It is anticipated that UBFirst will be decommissioned later this year.
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:
How to request access to SIRI for UBF Accounts:
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:
For detailed instructions or if you are using a browser other than Internet Explorer, please see the instructions below.
If you are certain you entered your correct UBITName/password, you most likely need to change your UBIT password.
To view paystubs and W-2 forms, click on the AccuFund Employee Portal button below.
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.
Once you login to UBFirst, you can review a list of transactions made to your account. Here's how it works:
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.