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Electronic Financial Reporting

Electronic Financial Reporting. To navigate this slide show, use your “Page Up” or “Page Down” keys. Introduction. Financial reports are now accessible on the Hood College Intranet via Internet Explorer Reports will be stored on the Intranet for one year. Agenda. Intranet address

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Electronic Financial Reporting

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  1. Electronic Financial Reporting To navigate this slide show, use your “Page Up” or “Page Down” keys. October, 2004

  2. Introduction • Financial reports are now accessible on the Hood College Intranet via Internet Explorer • Reports will be stored on the Intranet for one year. October, 2004

  3. Agenda • Intranet address • Login and passwords • Moving through the reports • Printing • Expected upgrades October, 2004

  4. Overview • This process will allow you to obtain detailed financial information in an electronic format. October, 2004

  5. Vocabulary • Drilldown – ability to view greater detailed information by clicking on a highlighted item. • Tree – outline on the left side of the screen used to move from one budget to another budget. • Link – highlighted or underlined area which when clicked on takes you to a different level. • Small boxes toggle between “+” and “-” to open and close a list • Account titles that are underlined can be double clicked to open October, 2004

  6. In the Internet Explorer address bar: http://vega/frxwebport/default.asp October, 2004

  7. Login Screen • FRx Login and password are case sensitive • Your login name will be your email address without @hood.edu • My email address is morningstar@hood.edu • My login is morningstar October, 2004

  8. Passwords • Have been designed to maximize security of our data • Should be protected and not shared • Can be obtained from morningstar@hood.edu October, 2004

  9. The available reports will be listed in the center of the screen October, 2004

  10. Highlight then click on the name of the report you want to view October, 2004

  11. Single reporting area • If you have one responsibility area your report will automatically show • Skip to “navigating reports” section October, 2004

  12. Multiple responsibility areas • You will navigate between areas using the tree on the left • You will move from one report to another by clicking on the name of the report October, 2004

  13. A tree listing divisions will appear on the left. To resize this area put the cursor on the vertical bar until you get the double horizontal arrow then click, drag and release. October, 2004

  14. Click on the “+” box left of your division, the “+” will change to “-” and the departments will be visible. October, 2004

  15. Click on the departmentname to open the report October, 2004

  16. This is the screen you will see if you are not authorized for an individual report. October, 2004

  17. Navigating reports • Use your double arrow to make the tree narrower • Use the horizontal and vertical scroll bars to move around the screen • Use your “back” key in the upper left side of the screen to return to a previous screen • Monthly expenses and account titles are on the left side of the screen • Budgets, year-to-date expenses and balances are on the the right side October, 2004

  18. Drilldown viewer • To see additional information at the account level for a specific category, click on the underlined description in the account title column October, 2004

  19. At the account level click on the account title to drilldown to the transaction level October, 2004

  20. OR October, 2004

  21. Print the report to the screen • “Click here for printer friendly version” will take you to Adobe • Recommended • Transaction detail • Current reporting unit • Landscape October, 2004

  22. Printing to the screen (continued) • Click submit • Formatting takes a few minutes • Use your scroll bar to move from the summary level report to the detail level reports October, 2004

  23. Transactions will be described left of the dollar amounts October, 2004

  24. To print a hard copy • Either click “file” then “print” or Ctl P • The document will print on your default printer October, 2004

  25. Logout by closing screens until you reach the report screen then click “logout” October, 2004

  26. Pending Items • At the detail level the budget lines wrap so the data shifts right one column. Microsoft should have this fixed by year end. The printer friendly version does not have this problem. October, 2004

  27. Pending Items continued • Some entries are missing descriptions in the left column with a date in the account title • These will usually be for duplicating, copier paper and postage allocations October, 2004

  28. Additional information • Our goal is to make this transition as easy as possible. Please contact Elizabeth Morningstar at morningstar@hood.edu with your questions. • Reports will be issued on monthly basis by the twelfth working day. October, 2004

  29. To create a shortcut on your desktop:go to the login screen then click FILE, SEND, SHORTCUT TO DESKTOP October, 2004

  30. The End October, 2004

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