Versions Compared

Old Version 4

changes.mady.by.user Heather Lego

Saved on

compared with

New Version Current

changes.mady.by.user Brandi Belleau

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Description

Excerpt
nameFP-Purpose-Based

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.

...

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.

Excerpt
nameFP-Purpose-Based?

  • What is the actual spend on an account by Subcode?

  • What SPAR distributions are on an account?

  • 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?

  • How does my spending or revenue this year compare to previous years?

  • Which employees' salaries come from the account I manage?

...

Usage Guide

There are 5 tabs in this dashboard that can be navigated to directly:

...

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.

...

...

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’ 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).

...