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PantherSoft Financials 9.2 Fundamentals Office of the Controller

PantherSoft Financials 9.2 Fundamentals Office of the Controller. PantherSoft Financials.

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PantherSoft Financials 9.2 Fundamentals Office of the Controller

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  1. PantherSoft Financials 9.2FundamentalsOffice of the Controller

  2. PantherSoft Financials PantherSoft Financials is FIU’s system for conducting all of its financial operations related to purchasing goods and services, employee travel and expense reimbursement, vendor payments, financial and managerial reporting, budgeting, grants financial administration, and asset management.

  3. Agenda • Using Search Operators • Global Search Feature • Workflow • WorkCenters • Delegating Alternate Workflow Approver • Running and Processing Reports • Signing Out of PantherSoft • Logging into PantherSoft Financials • Using Navigation Menu • Personalizing Main Page • Access Request Form • Adding Favorites • Editing and Deleting Favorites • ChartFields and SpeedTypes

  4. Logging into PantherSoft Financials 1111111

  5. Logging into PantherSoft Financials The number of menu items displayed will depend on a user’s security access.

  6. Using Navigation Menu

  7. Navigation Buttons

  8. Personalizing Main Page

  9. Personalizing Main Page

  10. Personalizing Main Page

  11. Personalizing Main Page

  12. Personalizing Main Page

  13. Personalizing Main Page

  14. Personalizing Main Page

  15. Personalizing Main Page

  16. Personalizing Main Page Click and drag the blue header to the right

  17. Personalizing Main Page

  18. Access Request System • ALL Employees are automatically granted access to “Employee Self-Service” for (Viewing Access Only): • Travel Authorizations • Expense Reimbursements (Travel and Non-Travel related) • Asset Control • Employees can fill out an “Access Request Form” if tasked with roles such as: • Hold or Approve a credit card for a department • Billing other Departments for services rendered (Smart Billing) • Reporting • Travel Authorizations • Expense Reimbursements (Travel and Non-Travel related) • Asset Control

  19. Access Request System

  20. Access Request Form

  21. Access Request Form

  22. Access Request Form

  23. Access Request Form

  24. Access Request Form The “%” symbol is a wildcard which will facilitate your search by looking up descriptions that include your request information.

  25. Access Request Form

  26. Adding Favorites

  27. Adding Favorites

  28. Adding Favorites

  29. Editing and Deleting Favorites

  30. Editing and Deleting Favorites

  31. Editing and Deleting Favorites

  32. Editing and Deleting Favorites

  33. Editing and Deleting Favorites

  34. ChartFields and SpeedTypes

  35. ChartFields and SpeedTypes

  36. Using Search Operators • Search Operators enable you to perform searches on limited amounts of information, such as first letters for customer, company, or state names. The following operators are available:

  37. Global Search Feature Global Search - Global Search enables you to take actions directly from your search results based on context without navigating through the menu to find the pages and data that you are looking for. In this example search for “Purchase Orders”

  38. Global Advanced Search • To use the Global Search “Advanced Search” option click on Advanced Search enables you to specify one or more field values, or partial values so that you can refine your search results. You are able to search by “Keywords,” “With this Exact Phrase,”“With any of these Words,” or even “Exclude” specific items from your search.

  39. Global Advanced Search • When using the Global Advanced Search, several options can be used in order for quick and simple searches. Click the “Search Tips” hyperlink for helpful notes.

  40. Global Advanced Search • The following search tips cans aid users when using the Global Advanced Search.

  41. Worklist

  42. Workflow • The workflow functionality enables users to view the workflow approval process. When a transaction is submitted, the notification process is begun. User’s are notified via Email. • Below is a general example of the Workflow functionality.

  43. Workflow • Below is a another example of the Workflow functionality.

  44. Delegating Alternate Workflow Approver To enable another user to complete the approval process on your behalf follow the navigation below: Main Menu  My System Profile • The General Profile Information page opens. In the “Alternate User ID” box enter the Panther ID for the user you want to set as an Approver. • To search for the Panther ID of a user click the Look Up button to the right of “Alternate User ID.” • In the “From Date” and “To Date” select the desired time frame for this user to Approve transactions on your behalf. Click

  45. Delegating Alternate Workflow Approver

  46. Delegating Alternate Workflow Approver Any pending transactions in the Approvers queue prior to the “From Date” will not be routed to the Alternate Approver. Email notifications of new transactions during the selected time frame will be sent to the Alternate Approver.

  47. WorkCenters • WorkCenters are designed for specific roles and enable operations for some users with the ability to access various pages, perform their tasks, view exceptions, alerts, links, reports, and queries all in one area. The WorkCenter navigation is located on the left side of the page and contains two tabs: Main and Report/Queries.

  48. WorkCenters • In addition to viewing Pending Approvals, Pending Activities, Alerts Reports/Queries (Note: Required tasks will vary for users) users are able to view an analysis of data with Bar Charts, Line Charts, Pie Charts or Horizontal Bar Charts. • Below is a general example of a Pie Chart. By selecting the following icon users will be able to choose the desired chart to illustrate and compare data.

  49. Running Reports & Processes • To run reports within PantherSoft General Ledger, follow the navigation bellow : Main Menu  General Ledger  General Reports  Ledger Activity • A Run Control page will appear. A Run Control is a database record that provides values for reports. • The first time a report is ran in PantherSoft, a Run Control ID must be established. Create (and save) a run control to prevent having to enter the same value each time a report is ran. http://finance.fiu.edu/controller/Docs/Training_Manuals/Run%20Controls.pdf

  50. Running Reports & Processes

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