Tips and advanced features of the Account Analysis Pivot Macro.
How to navigate to and schedule the account analysis report from Scheduled Processes. Formating the report for use using the account analysis pivot macro.
How to navigate to and run the Budget by Account Report on Transactional Reporting Table of Contents in WyoCloud.
Please note this report is being retired. To obtain budget information budget information previously obtained via this report, please use the Budget by Account Report.
How to change currency preferences to Ledger Currency to ensure reports are populating correctly.
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.
Accessing and viewing the GL Balance Report to view beginning and current fund balances with expenditures.
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 the Table of Contents within WyoCloud Reports and Analytics.
How to navigate to and run the Outstanding P-Card Transactions Report. This report details p-card transactions which have not yet been reconciled or have been added to an expense report which has not yet been submitted. Once a p-card charge has been submitted on an expense report, it will not appear in this report.
How to navigate to and run the Payroll Expenditures without Fringe report on the Table of Contents dashboard. 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.
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.
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.
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.