Reports
Under Report section, the core elements include:
Report | Access |
Financial Summary | View of Item segment data |
Departmental Summary | Filtering option for specific departments of Item segment data |
Vulindlela Summary | Drill down of Vulindlela report, with filtering option |
Financial Summary
The financial summary is the Item segment view of the entity for the set period.
Drill down up to posting level on the Item segment data can be performed by clicking on the applicable line entry.
Various periods can be set via the ‘Set Period’ button on top.
When hovering over the line, the applicable definition from the MCS Chart of Account will also be shown.
Departmental Summary
The Departmental Summary is the segment view of the entity for the set period.
Drill down up to posting level on selected data can be performed by clicking on the text line. To roll-up data again, the text can be clicked again to level required..
Vulindlela Summary
This provides a summary of the Vulindlela data for:
Receipts
Purchases
Assets, liabilities and equity
This allows for drill-down level in terms of the Item segment, across other segmental data per the filters set.
This will provide details up to posting level, to where the account code is provided (which can in turn be used for journal confirmation as well).
