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Fiscal Panther Transaction Review is a tools tool for reviewing and searching GL and projected TransactionsPO transactions. All entities are included. |
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An info icon ( i ) can be seen on the dashboard. Hovering over this will provide more details.
This dashboard has a an export buttons button that allow allows you to export the list of data shown to an .xlsx file.
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This tab 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 Open ENCUBRANCES’ button. Clicking on a Supplier or Expense Category on the left will filter the rest of the dataPEX Encumbrances’ button.
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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