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eThority Power & Purpose

eThority Power & Purpose

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eThority Power & Purpose

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  1. eThority Power & Purpose Presented by: Candice Hastings – Accounting Manager, Clinical Sciences, CVMBS Jessica Fuentes - CVMBS Finance & Strategic Services Clint Brown – CVMBS Finance & Strategic Services

  2. What is eThority? • eThority is the bridge between complex data sources and easy to understand user interfaces. Customizable so it is easily able to satisfy the needs of users simply wanting to access standard reports, or for users who require extensive data mining and report generation capabilities.

  3. Survey Results

  4. Benefits of eThority • Costs vs. Vista for reconciliation purposes • University wide resources of actual daily users • Give PI’s up-to-date information on their spending • Know status of project accounts ending • Much easier to manipulate than other reporting tools. • Contains financial and HR information • Create reports for historic, current or future predictions • Can use as a trigger tool

  5. What do you use? • What reports do you currently use for: • Reconciliation • Financial reporting/analysis • HR needs • Transactions • Research details

  6. What will I learn? • what reports are currently available • why and how a user can utilize the information • a good jump off point to create your own reports • and a navigation of the more complex tools available in eThority • Dashboards, graphing, variance mapping, SuperPivot

  7. Reports • Current Reconciliation Reports • Account Balance Summary and Account Detail Prior Month • Budget or Cash • Current or Previous FY’s • Projects with balance >$10k ending next 90 days • Trigger • I-9 Expiration • Appointment end dates in next 90 days • Use of restricted object codes • Revenue/expense on sub funds • Auto reports • GENOP/RECHAR end of month balances • 13/14/16 monthly balances • Auto Charges – weekly • FRS Data (2004-2009)

  8. Budget Summary

  9. Budget Detail

  10. Cash Summary

  11. Cash Detail

  12. Transaction Detail

  13. Project ending 90 days > $10k avail

  14. Auto Report ExampleI-9 Expiration next 3 months Report is emailed every month at the beginning of the month.

  15. Auto Report ExampleObject Code 6615 Report is emailed every month at the beginning of the month.

  16. Trigger Report ExampleExternal Revenue on DCESUP Accts Report is emailed when a trigger is set. In this case, nothing would happen, because there are no transactions.

  17. RECHAR Example

  18. FRS Data

  19. Utilizing eThority How would we create a projection of expense report… • Open up PDI Dept Acct Projection • Choose a department account (budget based) • What we see now: • Current Budget • Actual Exp through 11/30/11 • Roll Forward Limit at 6/30/12 Let’s Create a Powerfield…

  20. PowerFields What is our Average Monthly Expense? • Powerfields • Add eXpressionPowerField

  21. PowerFields • Field Name: Avg Mo Exp • Data Type: Currency • Use this Expression – Edit

  22. PowerFields • Column Name = Actual • User Values – Custom Value = 5 • Change sign to / • Click OK

  23. PowerFields • Click Test • Once receive “The expression syntax is valid” click OK and Click Save

  24. PowerField What is our yearly projected expenses? • Follow the same steps previously to create a PowerField that determines your Projected expenses for the current fiscal year.

  25. PowerFields What is the Over/Under Budget? • Follow the same steps previously to create a PowerField that determines your Over/Under Budget

  26. How can eThority work for YOU?

  27. Launch Points • Any of the before mentioned reports would be good launch points • Looking for non-detail? Try the summary based root data books, KFS – Account Balance Summary • Let us know if you have any ideas for root data books • If your feeling lost, stuck, overwhelmed, ask for help

  28. Advanced Tools • Dashboards • Graphing • Variance Mapping • SuperPivot

  29. Cost Center 43 Revenue Dashboard SuperPivot Table eXcerpt Graphs

  30. Contacts Jessica Fuentes 970-491-1931 – jessica.fuentes@colostate.edu Clint Brown 970-492-4102 – clint.brown@colostate.edu Missy Hein 970-491-7037 – melissa.hein@colostate.edu Candice Hastings 970-297-4251 – candice.hastings@colostate.edu