How to Consume Data and Access Reporting in WyoCloud

How to Consume Data and

Access Reporting in WyoCloud

7/12/2017

Deep Dive Agenda

? How we get data now ? Pistol Reports

? WyoCloud Navigation o General Ledger and Budgetary Control o Procurement and Accounts Payable o Expenses and P-Card o Project Portfolio Management

? Custom Financial Reports o General Ledger and Budgetary Control o Procurement and Accounts Payable o Expenses and P-card o Project Portfolio Management

? Business Intelligence Reporting

UNIVERSITY OF WYOMING

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Pistol reporting

Journal Entry and IDR Detail

Journal

Source

Date

Reference Number

TEL

2017-06-01

TEL

2017-06-01

COP

2017-06-25

Journal Line Reference

COP 42-120

Long Description INFO TECH BILLING 05/31/17 INFO TECH BILLING 05/31/17 Copier Services 6/25/2017

Amount Account 36.80 205100 38.32 205100

251.18 220300

Fund 1100 1100 1100

Dept 21818 21818 21818

Budget Ref

2017 2017 2017

Journal ID TEL1193318 TEL1193318 COP1193583

Journal Line Description IT SUBSCRIBER 7139501 IT SUBSCRIBER 4279258 COPIER SERVICES

326.30

Voucher Detail

Check Check Number Status

1753081 Paid

Payment Date 2017-06-22

PO 0000208252

Invoice

Voucher

ShortName

Vendor ID Number

01624855 MOODYS INV-001 0000014979 P0238276

Amount Account 9,500.00 244700

Budget

Fund Dept Ref Description

1100 17142 2017

Annual Monitoring Fee for UW 5

9,500.00

P-Card Detail

Statement Date

2017-07-03

Card Holder Drever,Melanie

Purchase

Vendor

Date

ABSO 2017-06-13

Reference Number

7204653

Amount Account 65.00 902700

Budget

Fund Dept

Ref Description

1100 21818 2017

Background check

65.00

Voucher 01624741

UNIVERSITY OF WYOMING

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WyoCloud Navigation: General Ledger and Budget

In WyoCloud Financial Management, you can see transactions as they move through the system and are posted to your account.

On the Budgetary Control Dashboard you can:

o review total spend to date by year and/or by period;

o evaluate total spend relative to original budgeted amount to determine what remaining spending authority is across budgeted natural accounts;

o track encumbrances and expenditures posted against your funding sources.

UNIVERSITY OF WYOMING

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Budgetary Control Dashboard

UNIVERSITY OF WYOMING

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