Versions Compared

Old Version 6

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 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:

...