Description

Key Business Questions

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.

• 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?

Basic Usage

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.

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This dashboard has a export buttons that allow you export the list of data shown to an .xlsx file.

Transaction Review

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.

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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 shows transaction details including General Ledger, invoice, check, and transaction-specific data (Concur, credit card, PO).

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What is the source of this information?

There are many sources of data for this dashboard:

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All data are updated in the early morning with the previous day’s data. The dashboard refresh is usually completed by 9:30am each day.

How do I get access?

You will automatically have access to this dashboard if you have GL Mart Access. You will see all account strings you have access to.

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