Improve monthly reporting efficiency with instant access to supporting documents
Why use this feature
You can now view the detail behind numbers on monthly reports, including purchase detail for expenses, without needing to exit the reporting environment to research payment details that may exist outside the Axiom Performance Reporting in other documents. This helps increase efficiency by offering instant access to the documentation that supports the detail needed to make more informed operating decisions. It also saves your organization time and money by allowing you to set up and manage connections to your document systems without product or report customization.
How this feature works
What: You can define links between Axiom reporting and external document imaging systems to provide seamless drilldown into document detail. This eliminates the need to exit the reporting environment to research payment details, invoices, purchase orders, etc.
Where: The GLTRANSACTIONS_20XX table includes a new column, VendorImageLink, that allows you to import or manually enter a URL to the location where the document image resides. The 06-Load AP Detail and 08-Load Accrued Receipts imports have been updated to automatically import document image links, but you can also configure custom imports to include importing of these links. The Month End Review dashboard and the Department Monthly Package have been updated to display document images links, if available.
NOTE: To import image URLs, you need to add a new column to your import file named VendorImageLink. For more information, see the accounts payable and accrued receipts/received not invoiced file layouts.
Who: No changes to user roles needed to view a transaction image.
How: To open the GLTRANSACTIONS_20XX table, go to Axiom Explorer > Table Library > Management Reporting > Actuals >Transactions. To view the Month End Review dashboard, go to Mgmt Admin task pane > Management Reporting, and double-click Month End Review. To run the Department Monthly Package, go to the Mgmt Admin task pane > Management Reporting > Manager, and double-click Dept Monthly Package.
New VendorImageLink column in the GLTRANSACTIONS_20xx table
Open document images for AP and AR transactions in the Variance Comments Collection tab in the Month End Review dashboard
Links to document images are also included in the AP and AR tabs in the Department Monthly Package
Where to find more information
The following topics in the online help have been updated with information and instructions for using this feature:
