simpler financial reports frequently asked questions frank leonard aco reporting

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Simpler Financial Reports Simpler Financial Reports Frequently Asked Questions Frank Leonard Frank Leonard ACO Reporting ACO Reporting

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Page 1: Simpler Financial Reports Frequently Asked Questions Frank Leonard ACO Reporting

Simpler Financial ReportsSimpler Financial ReportsFrequently Asked Questions

Frank LeonardFrank LeonardACO ReportingACO Reporting

Page 2: Simpler Financial Reports Frequently Asked Questions Frank Leonard ACO Reporting

Who Do I Contact?!Who Do I Contact?!

EMAIL your:Password requests, training requests,

reporting failures, ideas for new features, etc.

to

[email protected]@co.riverside.ca.us

Simpler frequently asked questionsSimpler frequently asked questions

Page 3: Simpler Financial Reports Frequently Asked Questions Frank Leonard ACO Reporting

Why is Simpler giving me anWhy is Simpler giving me an Error messageError message??

When FRP8 is down….Simpler is usually When FRP8 is down….Simpler is usually down as well. down as well. Simpler synchronizes its Simpler synchronizes its data every morning to the FRP8 data every morning to the FRP8 environment, meaning that when it is environment, meaning that when it is newly synchronized, it will provide you with newly synchronized, it will provide you with activity up through “yesterday.”activity up through “yesterday.”NOTE: When FRP8 is down, more often you will get data NOTE: When FRP8 is down, more often you will get data from the most recent sync process.from the most recent sync process.

Simpler frequently asked questionsSimpler frequently asked questions

Page 4: Simpler Financial Reports Frequently Asked Questions Frank Leonard ACO Reporting

To get notifications of FRP8 being unavailable, set up your email alerts

Simpler frequently asked questionsSimpler frequently asked questions

Page 5: Simpler Financial Reports Frequently Asked Questions Frank Leonard ACO Reporting

Why doesn’t Simpler match my Why doesn’t Simpler match my PeopleSoft Query?PeopleSoft Query?

Many departments set up their PeopleSoft queries to do Many departments set up their PeopleSoft queries to do two things that Simpler does not:two things that Simpler does not:

1.1. Simpler does not include today’s transactions.Simpler does not include today’s transactions.

(Based on FRP8 environment-yesterday’s YTD)(Based on FRP8 environment-yesterday’s YTD)

2.2. Simpler only includes transactions that have posted Simpler only includes transactions that have posted to the general ledger.to the general ledger.

(Many queries have been set to include transactions (Many queries have been set to include transactions that haven’t posted yet. Simpler won’t reflect these)that haven’t posted yet. Simpler won’t reflect these)

Simpler frequently asked questionsSimpler frequently asked questions

Page 6: Simpler Financial Reports Frequently Asked Questions Frank Leonard ACO Reporting

Why don’t my Balance forwards in Why don’t my Balance forwards in PeopleSoft match Simpler?PeopleSoft match Simpler?

Until Final Close(January 19th-last weekend)

Balance forwards in Simpler may not match your PeopleSoft balances

They should now

Simpler frequently asked questionsSimpler frequently asked questions