Note! Each of these actions can be
carried out at the rule break type level, the period in which the rule
has broken, or at the transaction level. Mamut Validis only reports results based on your accounting data. How you choose to interpret and respond to this information is entirely up to you.
Mamut Validis does not make:
Any changes to your accounting data.
Recommendations on how you should address the issues raised by the analyses carried out.
However, Mamut Validis does allow you to:
Add comments to transactions or groups of transactions.
Mark transactions or groups of transactions as having been resolved.
Mark resolved transactions or groups of transactions as unresolved.
Note! Each of these actions can be
carried out at the rule break type level, the period in which the rule
has broken, or at the transaction level.
How to add comments to transactions
Identify the transaction or group of transactions on the appropriate Mamut Validis report.
.Assign,
resolve or comment on this anomaly: Click on the adjacent button. The right-hand
side of this panel shows details of any comments already added.
Make sure that the Add Comment option is selected from the Type drop-down on the left-hand side of the panel.
Enter the text of your new comment in the New Comment box, replacing the existing "add your comment here" text.
.
.Save/Delete: When
you are finished, click Save to
save your new comment; or click Delete
to discard it.
You have now added a comment to your transaction.
Note! The panel is closed automatically
and you are returned to the report display.
How to mark transactions as resolved
When Mamut Validis reports an issue in a report you may decide to address it and make the appropriate adjustments within your accounting software. Once you have done this, the issue is no longer of any interest and you might want to have it removed from the Mamut Validis report. There may be occasions when the Mamut Validis reports simply include items which you are not particularly interested in; perhaps items that you are already aware of or which are of low priority. You may also want to have these removed from the report.
Note! Transactions marked as resolved
can subsequently be unresolved, if required.
Identify the transaction or group of transactions on the appropriate Mamut Validis report.
.Assign,
resolve or comment on this anomaly: Click on the adjacent button.
Select the Resolve option from the Type drop-down menu on the left-hand side of the panel.
Save/Delete:
When you are finished, click Save
to save your change; or click Delete
to discard it.
The panel is closed automatically and you
are returned to the report display, where the item you have just resolved
will be shown with a strike through.
Note! Subsequently, when you view the
report, the resolved item will not normally be shown but the amount in
question will be included in a group labelled Resolved.
To view details of resolved items, you must select the Resolved
issues option from the What am
I viewing drop-down menu.
How to mark resolved transactions as unresolved
If you mark a transaction or a group of transactions as resolved in error, you can change them back to unresolved, if required.
Open the appropriate Mamut Validis report and select the Resolved Issues option from the What am I viewing drop-down menu. The list of resolved issues is displayed.
.Assign,
resolve or comment on this anomaly: Identify the transaction or group of
transactions to be unresolved and then click on the adjacent button.
Select the Un-resolve option from the Type drop-down menu on the left-hand side of the panel.
..Save/Delete: Once finished, click on Save
to save your change; or click Delete
to discard it.
The resolved transaction has now been changed
back to unresolved.
Note! This option is only available
for use with resolved transactions.
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