The PV Details Report Tab organizes claims are grouped by GL (General Ledger) Codes and provides detailed and summary reporting options. When the claim cycle is closed, the data in PV Details Report will automatically sync to MySoft ERP.
Firstly, you can filter which review level you wish to focus on.
There are also three clickable buttons in this reportfrom this report automatically syncs to the MySoft ERP system for further financial processing.
Importance of the PV Details Report Tab
Structured Organization: Groups claims by GL Codes, enabling clear categorization and traceability.
Data Synchronization: Ensures that all claims are accurately synced to the ERP system upon claim cycle closure.
Detailed and Summary Reporting: Offers flexibility for both granular data analysis and high-level financial reviews.
Key Features
Filter by Review Level:
Users can filter claims by specific review levels (e.g., Level 1 to Level 4) to focus on the required data set.
Three Clickable Actions:
Generate PV Details Report:
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Generates a detailed report
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of all
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approved claims
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under the
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selected review level
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within the claim cycle.
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Export PV Details Report
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: Provides a comprehensive and
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itemized report, including:
Individual claim items.
Transaction details.
Specific figures for in-depth
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auditing and analysis.
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Export PV Summary Report
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: Offers a high-level overview with aggregated data,
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including:
Totals, averages, and key performance metrics.
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A concise format for quick reviews and summary assessments.
Example Use Case
A Finance officer focuses on claims approved by Review Level 4. They generate a PV Details Report to audit individual transaction details and ensure compliance with internal policies.
The officer exports a PV Summary Report to present a high-level overview of claim allocations by GL Codes during a management meeting.
Both reports are synchronized with the MySoft ERP system for final financial reconciliation.
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Generated PV Details Report
The detailed report includes:
Job Group and GL Name.
Employee Code and Name.
Claim ID, Item, and Description.
Claim Amount.
This report is essential for identifying discrepancies, validating transaction details, and maintaining an audit trail.
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Exported PV Summary Report
The summary report aggregates data by:
GL Codes.
Total claim amounts.
High-level metrics for overall financial assessment.
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Integration with MySoft ERP
Upon claim cycle closure, the PV Details Report automatically syncs to the MySoft ERP system. This integration ensures:
Accurate data transfer for financial processing.
Streamlined reconciliation of claims with organizational financial records.
The PV Details Report Tab is an indispensable tool for Finance teams, providing both detailed and summary reporting options to meet diverse analytical needs while ensuring seamless integration with enterprise systems.