Exciting New Function in EOR (Evidence of Review)

A new button was added to EOR called “EBT MONTHLY REPORTS”. This button when clicked will email the “Detail Reports PDF” plus “EBT” (Earning, Benefits and Taxes) data for selected Projects and/or Activities. You must have EBT security to receive these reports.

Below is the details of both buttons:

EBT button

Detail Reports PDF includes:

  • Balance Sheet
  • Summary of Revenue & Expense
  • Journal Detail

EBT Monthly Reports includes:

  • Balance Sheet
  • Summary of Revenue & Expense
  • Journal Detail
  • Payroll Earnings, Benefits, & Taxes

This new report will make it easier to fulfill the requirement to review and approve financial transactions. See Policy 3-003.

Thank you for your suggestions and feedback on improving our applications – it is greatly appreciated.