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Fiscal Panther Transaction Review is a tools for reviewing and searching GL and projected Transactions. Projections include encumbered purchase orders and encumbrances from PBCS forecasting. allows for answering questions such as:
What are the invoice, check, PO or Concur details of a transaction?
What transactions have hit an account, and which are projected to hit?
Which purchase orders have an encumbrance?
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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.Drilldown can only be reached by starting with the Transaction Review page and clicking on a transaction for more details.
An info icon ( i ) can be seen on the dashboard. Hovering over this will provide more details.
This dashboard has an export button that allows you to export the list of data shown to an .xlsx file.
Transaction Review
This tab view is for searching and viewing a list of transactions for the selected account(s). You will need to select a valid Entity/Department combination you have access to. All transactions are shown by default, but you can choose to see encumbrances only by selecting the ‘Show PEX Encumbrances’ button.
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