How to navigate to the Table of Contents within WyoCloud Reports and Analytics.
Step-by-step instructions on how to automatically schedule a report from the Transactional Reporting Table of Contents dashboard to run for large reports that take time or to schedule a report to run each week/month on a specific day.
How to navigate to and schedule the account analysis report. Formatting the report for use using the account analysis pivot macro. Reading the Account Analysis Report.
How to navigate to and run the Budget by Account Report on Transactional Reporting Table of Contents in WyoCloud.
The cash advance report displays all cash advances requested by employees and the status of the advance in regards to reconciling.
How to change currency preferences to Ledger Currency to ensure reports are populating correctly.
The contract status report will aid in identifying the status within an organization. This report can be run to view a specific contract or to view all contracts within a department.
Running Expense Report Information including Expense Report Status to show all expense reports which have been created, saved, submitted and fully processed and what stage of the process they are at.
Navigating the General Accounting Dashboard. Recommended uses to review actuals data or budget to actuals data.
Accessing and viewing the GL Balance Report to view beginning and current fund balances with expenditures.
How to access and interpret the Inventory report. This report is used by Asset Management for the two-year rolling inventory review process and can be utilized by departments throughout the year to view and track their assets.
How to navigate to and run the Invoice Status Report on the Table of Contents dashboard. This report will help users view the status of all of their invoices in one location instead of drilling down into each individual invoice to view if it’s been paid or not.
How to navigate to and run the Payroll Expenditures without Fringe report on the Table of Contents dashboard. This report provides a listing of all employees and what account/project their payroll WAS charged to AFTER the payroll period. This report will provide users the ability to view payroll transactions allocated to an organization for comparison to the account analysis report. This report does not include fringe benefits detail. This report should be run after the month is closed.
This report provides a listing of all employees and what account/project their payroll WILL be charged to BEFORE the payroll period (this is their current funding). Use this report to validate that all employees will be charged to the correct accounts/projects prior to the payroll cycle. This report will help identify if new hires have correct funding or if any payroll funding changes have been processed and are correct/completed prior to the pay cycle.
How to navigate to and run the Outstanding P-Card Transactions Report. This report details p-card transactions which have not yet been completely reconciled, meaning they have 1) either not been added to an expense report and/or 2) the expense report has not yet reached a “paid“ status. This report will only display those outstanding/unreconciled transactions that could result in the card being placed on a hold per the p-card policy.
The Procure to Pay report will aid in reviewing the life cycle of purchase requisitions submitted on behalf of departments. This report will show the status of all purchase requisitions and the purchase order numbers associated with each requisition. This report should be used to view any outstanding purchase orders.
How to navigate and run the Project Committed Costs Details report that provides a detailed list of all costs committed to a project.
How to navigate and run the Project Expenditure Details report that provides a detailed list of all expenditures charged to a project.
This report provides a budget to actual summary for projects by the budgeted expenditure category. Use this report to view the committed transactions and actual processed transactions to view a remaining available balance for each expenditure category for a specific project.
How to navigate and run the Project Expenditure Summary Report that provides a high level overview of all expenditures by expenditure category and expenditure type for any project.
How to navigate and run the Project Financial Summary report that provides a high level overview of any project including items such as funding amount, actual expenses, variance and total committed costs on a project.
This report provides a listing of all projects and detailed information regarding each project to help identify projects in each organization.
How to access and read the TouchNet Deposit Detail Report.
How to navigate to and run the Transactions by Period report within WyoCloud Reports and Analytics. Tips on prompts and reading the Transactions by Period report.