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Fiscal Panther Purpose-based is a tools tool for reviewing and managing 02/04/06/09 accounts with non-zero purpose codes. Spending, revenue, and projections can be tracked. |
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This dashboard allows tracking of 02/04/06/09 accounts with non-zero purpose codes. Spending, revenue, and projections from PBCS Operating Funds Forecasting are included. Spend and revenue can be viewed by RC, department, and purpose code. Trends for the past 5 years can be viewed. Individual transaction data can be viewed as well, including Panther Express Purchase Order data, credit card purchases, and Concur travel expenses.
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This page displays a list of SPAR distributions and TEAM rates and tasks, depending on the selection. Projected salary information is displayed here. If you want to click on an export button, the data you want to export must be displayed. Otherwise, you will download an empty file.
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Transaction Review
Please be aware that there are a lot of data behind this page. It may take some time to load and some time to apply filter selections.
This tab is for searching and viewing a list of transactions for the selected account(s). All transactions are shown by default, but you can choose to see encumbrances only by selecting the ‘Show Open ENCUBRANCES’ PEX Encumbrances’ button.
Clicking on a Supplier or Expense Category on the left will filter the rest of the data. Clicking on ‘Click for Details’ will navigate to the Transaction Details page.
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Drilldown
This page will be empty unless the Query Page is used to navigate to it. This tab When selecting 'Click for Details, ' this page shows transaction details including General Ledger, invoice, check, and transaction-specific data (Concur, credit card, PO).
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