ATLAS Financials Accounts Receivable FAQs Follow

Accounts Receivable FAQs 

Question:  We don’t have ATLAS Directory.  Are we able to deploy ATLAS Financials?

ATLAS Directory is a mandated application.  We are not accepting posts for deployment that have not adopted (or are not actively using) ATLAS Directory.

Question:  Are there plans to integrate RFMS with ATLAS Financials?

Yes.  We currently have a process in place to connect the BOC ID and OF-158 numbers in RFMS/C-GBS to ATLAS Financials.  Please visit our support site at adgsupport.state.gov to find these instructions.

Question:  How will non-desk employees without an Okta account access the system?

All users must have an Okta account to access ATLAS Financials.  A supervisor’s email is mandatory on all BOCs of Non-Desk Employees for tracking purposes.

Question:  Does A/R work with CGFS for aged BOC management, or does post need to create the referral package?

ATLAS Financials creates a system-generated referral package which is automatically sent to CGFS after 90 days, clearing post liability.

Question:  Is there a way to track actions taken on a BOC?

Yes.  ATLAS Financials has time-stamped records of every BOC action, from opening to closing/write-off.

Question:  Is there a document repository?

Yes.  ATLAS Financials securely archives all BOC-related documents.

Question:  If a mistake was made after a BOC is created, are edits allowable?

BOCs can be voided or amended as needed. 

Question:  Does ATLAS Financials A/R have the ability to bill vendors?

Yes. BOCs can be created for Employees (both USDH and LE Staff), Non-Desk Employees, and Vendors.

Question:  If someone, for example, is a BOC Initiator in Motorpool, are they able to approve the BOC they’ve created?  Or is there an approval flow?

BOC Initiators cannot approve (i.e., start the clock) on a BOC.  BOCs created by Initiators are routed to FMC for approval.

Question:  Does post need to create emails to notify recipients about the status of their BOC?

No.  We have 40+ system email templates that posts may use.  Additionally, admin are able to customize each email template to meet the needs of their post/mission. 

Question:  If a Recipient has multiple Bills of Collection (BOCs), will they receive a notification for each BOC, or just one notification?

Each Bill of Collection has its own email notifications.  Notifications are sent based on each BOC, not the Recipient.  Therefore, a Recipient will receive separate, distinct notifications for each individual BOC.

Question:  Is there a write-off process within ATLAS Financials A/R?

Yes.  There is an automated write-off process which enables the FMO and Write-Off Authority to manage the write-off process directly in the system.

Question:  Can A/R bring in daily updates in regards to exchange rates (e.g., from ICE)?

At this time we do not have built in integration with ICE.  However, we are working to incorporate this feature in a future version.

Question:  We don’t have ATLAS Directory.  After creating a position and then later deploying Directory, will we duplicate records upon syncing with Directory?

You will not have duplicate records as you will be able to synchronize the previously created Financials positions with the newly created positions in Directory.

Question:  Can we use Crosswalk Templates provided by other agencies?

The system does allow crosswalks to be added as fiscal data.  However, users must complete and upload the ATLAS Financials crosswalk pdf for the system to be able to read the information.  For step-by-step instructions, please visit our support site (adgsupport.state.gov) and view the Fiscal Data article located under the Admin section.

Visit our Global Application Portal (GAP) for the latest news and information on all ADG applications at adggap.state.gov. 

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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