TOP OF HELP DOCUMENTATION

Last Updated 3/5/2024

REPORTER Help Documentation

Financial Admin Role

• To become a Financial Admin, you will need to submit a SAR request for the role.
• This role allows you to access Financial Reports, view Order Information, and add/edit pricing, discount, project id, and payment policies.

How to Add Pricing, Discount, Project ID, and Cancellation/Refund Policies

• Navigate to Manage Setup>Financial
• Search for your Department by Name or 4-digit OUC
• Here you will be able to add or edit financial information by selecting the accompanying button.

How to access Order Information

• Navigate to the Finance Tab on the top of your Homepage
• Here you will be able to View all Orders, Refunds, Orders Not Paid, Invalid Orders, Cancelled Order, and All Orders by clicking the appropriate tab and using the Search Fields.

How to Access Financial Reports

• Navigate to Reports> Financial Reports> Select Report you wish to view
• You can view Revenue, Order, Project, Instance, Billing, Transaction Details, Registration Financials, and Discount Reports.