Account Holder Report by Person (AHR by Person) is now live – (June 29)

June 29, 2020

Summary

Details
We are pleased to announce that the Account Holder Report by Person (AHR by Person) report is now live with enhancements requested by the community. The report is available via the Power BI Report Server and represents efforts of continuous improvement.  You will see the following changes on the report:

Detailed Transactions

  • Changed Transaction Date from Budget Date to Invoice Date for Supplier Invoice transactions.
  • Added Enhanced Payee, Transaction Description, Initiator, Preparer, and Approver for multiple types of transactions.
  • Revenue Category is included in revenue transactions.

Pending Commitments

  • Journal line memo is now the description provided for Manual Commitments.
  • Spend Authorization commitments are included in both the Monthly Account Summary and Pending Commitments sub-reports.

Additional Enhancements

  • Cost-sharing accounts no longer include commitments that extend beyond the end of the current fiscal.
  • New parameter selection for Consolidated Cost-share.  

Additional Changes

  • For some journal sources, the Initiator, Preparer, and Approver are not populated yet. For example:
  • Expense reports without a department approver do not have an Approver listed.
  • Expense Report Payee shows as “Expense Report.” The actual Payee will be populated in the future.
  • Payroll Account Adjustments that are posted in the current month are reflected in the Payee Trend the following month.
  • Supplier Invoice Requests do not have the Initiator, Preparer, or Approver populated at this time.

Training
For on-demand information about these changes, please use this link: Link to the training material or attend an optional 45-minute virtual information sessions to review the enhancements.

Support
For support, please contact the Finance Support Center (FSC) at 203-432-5394 or send an email with the subject line “AHR by Person report” to sharedservices@yale.edu.