Managing financial reporting

From the Financial Reporting page in the Command Center, you can import General Ledger (GL) data for reporting, load the reporting table, maintain processing utilities, and prepare and publish reports.

The following table describes the tasks you can perform in each tab.

Tab Tasks
Settings

Select the year and month to be used for loading, managing, and processing data for financial reports.

Load Data Load data files imported from the GL into the system.
Manage Data Manage data for accounts, departments, General Ledger (GL) adjustments, tax rates, and Year to Date (YTD) earnings settings to be used in generating and processing financial reports.
Process Data Process yield records, process and maintain financial ratios, and view validation reports.
View Reports
  • View reports for financial reporting processes
  • Mark monthly processing as complete