eThority Power & Purpose

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

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.

Survey Results

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

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

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

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)

Budget Summary

Budget Detail

Cash Summary

Cash Detail

Transaction Detail

Project ending 90 days > $10k avail

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

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

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.

RECHAR Example

FRS Data

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…

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

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

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

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

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.

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

How can eThority work for YOU?

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

Advanced Tools • Dashboards • Graphing • Variance Mapping • SuperPivot

Cost Center 43 Revenue Dashboard SuperPivot Table eXcerpt Graphs

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

eThority Power & Purpose