Tagged: Financial Accounting
Richard Hunter | March 17, 2023
The "Equity Balances by Balancing/Carry Forward Worktags - Summary" report has been created as a simplified version of the "Equity Balances by Balancing/Carry Forward Worktags" report. It is intended as a high-level analysis for department leaders to run and it provides available balances by unique worktag combinations. The report provides basic information about beginning balances, transfers, revenue, expenses, and encumbrances with a remaining balance available. The report also has very few prompts which cater to a simplified user experience.
Richard Hunter | March 17, 2023
A downloadable Year-end Checklist for Finance and Supply Chain activities is available under the "I want to..." heading, found on the Controller page of the Business and Finance website. The checklist includes important dates and action items for FY23 year-end.
Richard Hunter | March 3, 2023
The "Plan vs. Actuals by Plan Worktags" report is designed to allow you to view plan versus actuals activity by plan worktags. The report provides a list of unique worktag combinations and their plan to actuals variances. The report is useful to see the health of your worktag strings and their plan to actuals variances.