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.

Drilldown can only be reached by starting with the Transaction Review page and clicking on a transaction for more details.

An info icon ( i ) can be seen on the dashboard. Hovering over this will provide more details.

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.

Clicking on a Supplier or Expense Category on the left will filter the rest of the data.

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 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:

• General Ledger Mart

• Panther Express

• Concur

• PBCS Operating Funds Forecasting

• PRISM

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.

You can request GL Mart access through the Federated Authorization form. More information can be found here: Federated Authorization Community.