Page 11 - Participant Guide ebook - Unanet GovCon Using General Ledger

Organization Tree Views Reference Report
Once Organizations have been configured in Unanet, you may generate a reference
report to view the established hierarchies (Organization Functional, Financial, or Cost
Pool) to confirm that the parent-child relationships are accurate.

Navigate: Reports > Reference > Financials > Organization Tree Views

• The financial hierarchical structures are typically established during the
implementation process then reviewed and adjusted to meet any reorganizational
needs e.g., mergers, acquisitions

• Financial Reporting - hierarchy is used when creating financial statements

• Cost Pools - hierarchy is used when defining cost pool

Activity 1.1 View Financial Organization Hierarchy
Login as Gloria Gladmin (GL Administrator) – ggladmin/welcome

Activity Steps:
1. Login as Gloria Gladmin (GL Administrator) – ggladmin/welcome

2. Navigate: Reports > Reference > Financials > Organization Tree Views

3. Run the TREE VIEW for Financial Hierarchy Organizations Reference Report
4. Select EXPAND ALL to view MyCo’s Financial Organization structure

LESSON 1: GENERAL LEDGER (GL)
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