DSRS Financials · 952005

DSRS's dashboard

The five tracked CFOPs at a glance — budget vs actual, legacy cleanup, and drill-down to the people, vendors, and backup documents behind every charge.

Loading data… Agent: rule-based fallback

Budget pressure

Budget vs actual + encumbrance

Budget Actual + enc (within) Actual + enc (over)

Loading…

All tracked CFOPs

Where the money sits

Click a row to drill in

Loading…

Act on these

Exceptions & flags

Loading…

Drill-down

Pick a CFOP

Choose a CFOP above to see its charges, people, and documents.

Drivers

Top spend categories

—

People

Paid from this CFOP

—

Evidence

Backup documents

Click a document to open the invoice or statement PDF.

—

Ledger

All charges

—

Every charge

All transactions

Focus CFOPs only

Loading…

Monthly close

Reconciliation status

Reconciled Partial Missing Not yet Rogue / old-org

Whether each fund's monthly reconciliation files are in place. "Reconciled" means the month's transactions workbook is present; a ⚑ marks months with rogue / old-org folders to clean up.

Loading…

Cleanup

Legacy balances on the old org (952000)

These balances sit on the legacy CFOP linked to an active one. They distort the real picture until they are moved, closed, or explicitly tracked.

Loading…

Still active

Legacy CFOPs with activity

Loading…

Mis-posted folders

"Rogue" / old-org reconciliation folders

Loading…

Question

Ask the agent

Show PDF paths Max rows

Question

Try:

Answer

Question-specific summary

Ask a question to see the answer here.

The agent writes read-only SQL against the tracker, runs it, and explains the result.

What matters

Not central to this question

Generated SQL

SQL will appear here after you ask a question.

Supporting rows

No rows yet.

Documents

Matched PDF paths

PDF paths will appear here when relevant.

Sources

Documents referenced

Text found in invoices, statements, the FY27 budget guidance, or emails. Click to open.

Flags

Flags relevant to this question

Exceptions relevant to this question

No relevant exceptions.