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PantherSoft Financials 9.2 Fundamentals Office of the Controller.

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Presentation on theme: "PantherSoft Financials 9.2 Fundamentals Office of the Controller."— Presentation transcript:

1 PantherSoft Financials 9.2 Fundamentals Office 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 Logging into PantherSoft Financials Using Navigation Menu Personalizing Main Page Access Request Form Adding Favorites Editing and Deleting Favorites ChartFields and SpeedTypes Using Search Operators Global Search Feature Workflow WorkCenters Delegating Alternate Workflow Approver Running and Processing Reports Signing Out of PantherSoft

4 Logging into PantherSoft Financials

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 Common Button Used Within PantherSoft Stores data in the system that is entered on a page and updates all the pages of a component. Refreshes the page with the latest information entered and recalculates formulas. Takes user to a page for “Adding a New Value”. Deletes a row from a page. Accesses existing rows of information in the system. If data is effective-dated, displays only current and future rows. Inserts a row into a page. Displays all effective-dated rows and allows updates only to current and future rows. Clicking on the arrow to the left moves backwards through rows of pages. Clicking on the arrow to the right moves forward. Allows for updating all rows including saved from prior dates. Not all users have access to Correct History. Displays all current and historical rows at once. Clicking the tab accesses the previous page tab in the component. Also preforms the same function as clicking the Previous tab button. Access the previous record from the Search Results list. Clicking the tab accesses the next page in the component. Also preforms the same function as clicking the Next tab button. Access the next record from the Search Results list.

8 Personalizing Main Page

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16 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

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24 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

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29 Editing and Deleting Favorites

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34 ChartFields and SpeedTypes

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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 - 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. Global Search Feature 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 . 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 Any pending transactions in the Approvers queue prior to the “From Date” will not be routed to the Alternate Approver. 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.

50 Running Reports & Processes

51 Adding a Run Control ID is only necessary once. On subsequent reports, users can use the “Find an Existing Value” search to locate the Run Control ID previously created.

52 Running Reports & Processes

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55 Running Reports & Processes

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57 Running Reports & Processes

58 Signing Out of PantherSoft PantherSoft Financials is setup to time-out after 20 minutes of inactivity. If the system has been idle for 15 minutes, the following window will be displayed: By clicking the button, the system will not time-out and you can continue working in your current session. However, if this button is not clicked within 5 minutes, the system will sign you out of the idle Window. Save constantly in order to avoid losing your work due to the system timing-out.

59 Signing Out of PantherSoft To sign out, click This returns you to the Login Page.

60 Signing Out of PantherSoft

61 Questions?

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