July reporting updates

Here’s the new and updated reports for the month of July.

Finance

  • CR AST Find Assets
    • A column for assets’ registration date has been added to this report.
  • CR PRO Find Supplier Invoice Requests
    • This report now includes the Payment Terms and Handling Code.
  • CR FIN Bank Statement Lines In Holding
    • This new report returns bank statement lines in holding, allowing Administrators to review unclaimed bank statement lines.
  • The following reports have been updated to include the column Amendment Description immediately before the Memos column in the Drill Down details of Plan Revenues, Plan Expenses, Plan Expenses Roll Forward, Budget, and Budget Roll Forward:
    • CR FIN Sources and Uses Summary
    • CR FIN Plan to Actuals Summary
  • To support the launch of Salary Over the Cap, an additional prompt for Salary Over the Cap Type has been added to the reports below:
    • CR FIN Sources and Uses Summary
    • CR FIN Plan to Actuals Summary
    • Additionally, in the Drill Down functionality, a column for Additional Worktags has been added, which includes the Function, Region, and Salary Over the Cap Type worktags. The columns for Function and Region have been removed.
  • CR PRO Expense Report Initiators and Approvers
    • This report includes Expense Reports with allowed and actual workers for initiating and approving roles.
  • CR ROL Role Assignments
    • We’ve added Worker Emails to this report.
  • CR FIN Find Customers
    • We’ve added columns for customers’ Bill-To Address to this report.
  • CR PRO Find Suppliers
    • The address Country has been added to this report.

Grants

  • CR GRA PI Award Lines Budget to Actuals Summary
    • This report’s outline structure was set to be automatically expanded/opened when run.
  • CR GRA SPS Award Lines Budget to Actuals Summary
    • A defect causing plan entry lines to disappear from the Budget column has been found and resolved.
  • CR GRA PI Award Lines Financial Summary
    • A defect that returned incorrect revenue was recently found and corrected.

Payroll

  • CR PAY Payroll Accounting Detail
    • This report has been modified to use a more performance-driven FTE column.
  • CR PAY Standard Deduction Report
    • This report has been updated to include a column for remaining balances on deductions with a goal amount. A campus parking pass is an example of a deduction.

View all reporting updates at modernization.wsu.edu/tag/reporting.