What You’ll Learn: This article is for Admins using Financials. It explains what you need to know to navigate and utilize the Financials tool.
When to Read This: Read this article whenever you need to review or update data.
Note: Click on the image to enlarge.
The Financials Tool
Navigate to the Financials tool to check your uploaded financial data.
Note: If you do not see the Financials tool, please contact Support or your Client Success Manager so ClearGov can enable that feature.
Within the Financials tool, there will be several tabs:
- Worksheet - where data is held and can be updated
- Account Setup - newly accounts are validated on this tab
- Checkbook - importing checkbook data for display in Financial Engagement
- Audit Trail - displays any changes made in the Financials tool
Work with the Financials Worksheet
The Worksheet tab will display your Account IDs, ERP account codes (optional) Budget Classifications, Historical Versions of Data (actual and budgeted), and Account Type (Expense/Revenue).
Learn more about in the Help article- Data Onboarding - Understand Your Data Mapping to Budgeting and Reporting.
Filtering the worksheet is a great way to review/view your data similar to how you would normally look at it through your ERP reports or Excel.
Utilize a few of the ClearGov quick tips to display information the way you would like to view it.
- Row Groupings - Select and drag columns to the row group filter to display your accounts by groups, such as if you want to group accounts by fund and department.
- Search and Funnel - Type in the search box to locate an account or series of accounts. Or select the funnel icon for advanced searching.
- Columns Menu - Select the Column Menu bar to select or deselect the columns you wish to display.
- Notes - Select the Action icon (three dots) and then select the Notes option to leave any note you would like for the record of that account.
Pro Tips:
- It’s a great idea to leave a note when you edit the account description name to leave a reason for the change to the account name.
- Utilize the Reset View to remove filters on the worksheet.
Audit Trail
The Audit Trail records all activities (values, version changes, etc.) completed in the Financials Worksheet. You will be able to filter by user, action, entity, detail, or date to track the changes made in the worksheet.
Ready to Learn More?
- Learn how to update your data in the article: Manage Your Financial Data
- Learn how to add new accounts in the article: Add New Accounts
- Learn how to map your accounts in the article: Map and Validate New Accounts.
- Learn about setting up your data connection in the article: Data Connections - ERP - Initial Onboarding Process.
Have more questions or need assistance?
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