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changes.mady.by.user Heather Lego

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Description

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nameFP-Purpose-Based

Fiscal Panther Purpose-based is a tool for reviewing and managing 02/04/06/09 accounts with non-zero purpose codes. Spending, revenue, and projections can be tracked.

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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?

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Usage Guide

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

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