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Numeric System Views, Reports, and Fields
Numeric System Views, Reports, and Fields
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Written by Anthony Alvernaz
Updated over 3 months ago

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Disclaimer

Numeric accepts full responsibility for ensuring the completeness and accuracy of its standard views, reports and fields. Once the customer ERP is connected to Numeric, there is nothing a Numeric customer can do to change or manipulate the information extracted from the ERP and displayed within Numeric, such that it differs from the information and amounts within the ERP.

Data inputs not covered:

  • Inputs for checklist tasks / comments (including task names, descriptions, and user activity)

  • Fields manually populated in the “Reconciliation” module not referenced above

  • Parsed PDF documents, where data is extracted and pre-filled within Numeric.Accuracy cannot be guaranteed due to limitations in OCR technology and fact that individual users are able to modify values parsed before saving.

Views, Reports, and Fields

  • Standard views and their respective fields in the “Overview” module

    • Pacing view and all fields contained

    • Tasks view and all fields contained

    • Status view and all fields contained

    • Progress view and all fields contained

    • Standard views in the “Checklist” module

    • Standard views in the “Reconciliation” module including the following fields:

      • Account*

      • GL Balance*

      • Variance ($)**

      • Variance (%)**

  • Standard view in the “Flux Analysis” Module

    • MoM Balance Sheet

      • Account field*

      • Monthly Balances fields*

      • Variance ($) field**

      • Variance (%) field**

    • MoM Income Statement

      • Account field*

      • Monthly Balances fields*

      • Variance ($) field**

      • Variance (%) field**

    • QoQ Balance Sheet

      • Account field*

      • Quarterly Balances fields*

      • Variance ($) field**

      • Variance (%) field**

    • QoQ Income Sheet

      • Account field*

      • Quarterly Balances fields*

      • Variance ($) field**

      • Variance (%) field**

*Amounts pulled directly from an ERP connection only

**Amounts calculated by Numeric system logic only

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