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Introduction
In our ongoing efforts to streamline financial reporting processes and enhance usability, we've integrated essential updates into our Admin-Report Mappings manager. This guide outlines a straightforward process for managing and verifying updates in financial report categories.
A. Problem statement
Users often face challenges in ensuring that financial reporting categories across various reports are updated and synced correctly. This can lead to discrepancies in data reporting and analysis.
B. Solution
To address this, a new functionality has been introduced within the Admin-Report Mappings manager, which allows users to directly edit and toggle between different reporting categories. This feature aims to simplify adjustments and ensures consistency across reports.
Step 1:
- On the Administration page, under the Report Code Mappings tab, locate the new button positioned at the top right corner. Clicking this button will open the Category Manager. Here, you have the ability to edit existing categories. A dropdown menu allows you to toggle between the categories used for CF/GF reports and the State 5-Year Report.
Step 2:
- Once you have made any modifications to the categories, proceed to run the General Fund report to ensure that the updates are correctly reflected. Next, navigate to the Five Year Forecast tab where you should review both the Community Friendly and State 5-Year Forecast reports to confirm the accuracy of the category updates.
C. Best Practices
- Always check the current settings of your categories before making changes to avoid unnecessary adjustments.
- Use the drop-down menu to carefully select the appropriate report type (CF/GF or State 5-Year Report) before making edits.
- After updating categories, always run a verification report to ensure changes are accurately reflected across all relevant reports.
- Keep a log of changes made for accountability and future reference.
D. Troubleshooting
If category changes do not appear in your reports post-update, first confirm you selected the correct report type from the dropdown. If discrepancies persist, revert the changes and attempt the update once more. For unresolved issues, contact the technical support team for assistance.
E. Related Articles
Financial Dashboard: HR Dashboard
Conclusion
The enhanced functionality in the Admin-Report Mappings manager is designed to empower users by providing a more intuitive and error-reducing way to manage financial report categories. By following the outlined steps and adhering to the recommended best practices, users can efficiently maintain the integrity and accuracy of financial reporting within the organization.