This printable guidebook illustrates key features and reports available in the Financial Toolbox and provides recommendations when to use each feature.
- The Financial Toolbox consolidates data that is difficult to pull together from SAP, such as active cost objects and service center reports.
- It includes five year trend data with all types of funds in one report.
- It simplifies Foundation reimbursements, pre-populating the Request for Transfer From Foundation Funds form with either payroll or operating expenses.
In this video (23:13, May 2019), Toolbox developer and instructor Marilyn Fenton demonstrates the Financial Toolbox.