KFSIDR 1040 is a free, hands-on class is designed for accounting staff who need to review and monitor both transactional and summary level data at the individual account level.
This class takes place Thursday, May 7, 9:00 a.m. – 12:00 p.m., via Zoom.
Prerequisite: You must have KFS Accounting Dashboards access when registering for this class. If you do not, submit a request to your Business Service Center to give you the KFS Staff Accounting role in Cynergy.
Topics discussed include:
Users with KFS Labor access will learn how to interpret the summary/name detail views provided in many reports. The instructor will cover many custom navigation features of this dashboard as well as the extensive features available in OBIEE dashboard tools, such as changing the report’s sort and column order, moving report columns to create custom filters and report breaks, adding sub-totals to existing reports, hiding columns to redesign dashboard report format, and saving customized reports for future use.
WebFin2 users will learn how to answer common questions such as whether they have enough money in an account to make a purchase, what items have been purchased at the campus store, what salaries have been charged to an account, how they can find accounts in overdraft status, where they can find information on remaining PO and labor encumbrance balances, and how an account looks compared to the budget.