Each agency manages their own Financial Toolbox users and has their own process for granting or modifying access and roles in Financial Toolbox. Only users with the "Administrator" role can grant or modify user profiles in Financial Toolbox.

To become an agency Administrator for Financial Toolbox, your agency must complete and submit the Security Administrator(s) for OFM Financial Toolbox form which can be found in the “System Access” box on this page. Once submitted, the Office of Financial Management (OFM) can set up Financial Toolbox Agency Administrator(s) at your agency.

You must have a mainframe logon identification (ID) to enter batches in the Agency Financial Reporting System (AFRS). That same ID has to be entered into Financial Toolbox security by your agency administrator. Add your logon ID, the agency number as 4 digits (ex: 3000 for DSHS), and copy and paste your password into that field. We recommend users use the shift + arrow keys to highlight the temporary password. This will ensure users are not including extra spaces before or after the password.

On the logon screen use the Forgot Password link. Enter your User ID and agency number. Click the submit button. Your temporary password will be sent to your email address on your Toolbox security record.

This error message is misleading as Financial Toolbox does not actually lock users out. Please access Financial Toolbox using the "Login" link under System access on this page and not a bookmarked favorite. From there, use the "Forgot Password" link to reset your password.

Select one of two reports listing these transactions:

DWP91004 – Toolbox Transaction Listing
DWP91005 – Toolbox Payment Transaction Listing

It is as follows:

1. Open a new or existing Excel worksheet containing the template for financial transactions.
2. Enter or update transactions using Excel on your desktop.
3. Save the template as a tab delimited file.
4. Go to the Toolbox and click File Upload-Batch Interface to AFRS to fill in batch header information.
5. Upload batch (via Submit button) and check for errors. If edits are passed, batch is sent to AFRS.
6. Go to AFRS IN.3 to review/release batch.

Check your junk mail folder to see if the report went to your SPAM or junk folder. If you find it there, be sure to let your technology office know so they can add Financial Toolbox mail to your approved email sender list, which ensures future emails go to your inbox.

Login to AFRS and either look at the BI screen (batches are interfaced like those from internal systems) or to the IN.3 screen (batches show there for release by your supervisor).