1. eThority Power & Purpose Presented by: Candice Hastings – Accounting Manager, Clinical Sciences, CVMBS Jessica Fuentes - CVMBS Finance & Strategic Services Clint Brown – CVMBS Finance & Strategic Services

2. What is eThority? eThority is the bridge between complex data sources and easy to understand user interfaces. Customizable so it is easily able to satisfy the needs of users simply wanting to access standard reports, or for users who require extensive data mining and report generation capabilities.

3. Survey Results

4. Benefits of eThority Costs vs. Vista for reconciliation purposes University wide resources of actual daily users Give PI’s up-to-date information on their spending Know status of project accounts ending Much easier to manipulate than other reporting tools. Contains financial and HR information Create reports for historic, current or future predictions Can use as a trigger tool Total Cost Per month Vista Total Cost per month eThority Total Cost Per Year Vista Total Cost per Year eThority eThority Savings $ 826.26 $ 523.59 $ 9,915.07 $ 6,283.0537%

5. What do you use? What reports do you currently use for: – Reconciliation – Financial reporting/analysis – HR needs – Transactions – Research details

6. What will I learn? what reports are currently available why and how a user can utilize the information a good jump off point to create your own reports and a navigation of the more complex tools available in eThority – Dashboards, graphing, variance mapping, SuperPivot

7. Reports Current Reconciliation Reports – Account Balance Summary and Account Detail Prior Month Budget or Cash Current or Previous FY’s Projects with balance >$10k ending next 90 days Trigger – I-9 Expiration – Appointment end dates in next 90 days – Use of restricted object codes – Revenue/expense on sub funds Auto reports – GENOP/RECHAR end of month balances – 13/14/16 monthly balances – Auto Charges – weekly FRS Data (2004-2009)

8. Budget Summary

9. Budget Detail

10. Cash Summary

11. Cash Detail

12. Transaction Detail

13. Project ending 90 days > $10k avail

14. Auto Report Example I-9 Expiration next 3 months Report is emailed every month at the beginning of the month.

15. Auto Report Example Object Code 6615 Report is emailed every month at the beginning of the month.

16. Trigger Report Example External Revenue on DCESUP Accts Report is emailed when a trigger is set. In this case, nothing would happen, because there are no transactions.

17. RECHAR Example

18. FRS Data

19. Utilizing eThority How would we create a projection of expense report… 1.Open up PDI Dept Acct Projection 2.Choose a department account (budget based) 3.What we see now: 1.Current Budget 2.Actual Exp through 11/30/11 3.Roll Forward Limit at 6/30/12 Let’s Create a Powerfield…

20. PowerFields What is our Average Monthly Expense? 1.Powerfields 2.Add eXpression PowerField

21. PowerFields 1.Field Name: Avg Mo Exp 2.Data Type: Currency 3.Use this Expression – Edit

22. PowerFields 1.Column Name = Actual 2.User Values – Custom Value = 5 3.Change sign to / 4.Click OK

23. PowerFields 1.Click Test 2.Once receive “The expression syntax is valid” click OK and Click Save

24. PowerField What is our yearly projected expenses? 1.Follow the same steps previously to create a PowerField that determines your Projected expenses for the current fiscal year.

25. PowerFields What is the Over/Under Budget? 1.Follow the same steps previously to create a PowerField that determines your Over/Under Budget

26. How can eThority work for YOU?

27. Launch Points – Any of the before mentioned reports would be good launch points – Looking for non-detail? Try the summary based root data books, KFS – Account Balance Summary – Let us know if you have any ideas for root data books – If your feeling lost, stuck, overwhelmed, ask for help

28. Advanced Tools – Dashboards – Graphing – Variance Mapping – SuperPivot

29. Cost Center 43 Revenue Dashboard SuperPivot Graphs Table eXcerpt

31. Contacts Jessica Fuentes 970-491-1931 – jessica.fuentes@colostate.edujessica.fuentes@colostate.edu Clint Brown 970-492-4102 – clint.brown@colostate.educlint.brown@colostate.edu Missy Hein 970-491-7037 – melissa.hein@colostate.edumelissa.hein@colostate.edu Candice Hastings 970-297-4251 – candice.hastings@colostate.educandice.hastings@colostate.edu