Financial accounting
Use the Unprocessed Financial Liability query to find information about the invoices the AP staff is processing, including the total dollar value of these invoices.
Executing this report gives an overview without prompting for any search criteria. You can sort the data and drill down for more information. Your Database Administrator can change how often the Unprocessed Financial Liability query runs through the MarkView materialized view.
Sort data
An employee can select up to seven columns to include in the results.
Once an employee selects the fields, MarkView organizes the data according to the employee’s specifications. For example, the following figure displays data sorted first by Organization, then by Source and Status.
From the results, an employee can determine:
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The number of unprocessed invoices in each grouping.
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The total value represented by those invoices.
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The amount distributed and undistributed.
An employee can export the query results to a file such as a Microsoft Excel spreadsheet.
To view more information about a line, an employee clicks the number in the Count column. The window opens and shows every invoice represented by that particular row.
Scrolling to the right lets an employee see the status of the invoice in the workflow, such as approval or coding. To view an invoice document image, the employee clicks the invoice number.