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. allows for answering questions such as:

...

Usage Guide

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, then clicking on a transaction for more details.

Info icons An info icon ( i ) can be seen on the dashboard. Hovering over these 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.

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 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.

...

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).

...

What is the source of this information?

There are many sources of data for this dashboard:

...

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.

...