You can interact with Copilot using natural language queries to retrieve key information from Coins ERP+, covering month end processing, GL financial data including Enquiries, Trial Balance, batches and transactions.
Copilot can be used not only to enquire about data, but also to perform updates, such as opening and closing periods, changing batch fiscal dates and posting batches. Here are some examples of the types of questions you can ask to retrieve financials data:
Month End Questions
Show me open Periods |
Show me open period for a specific module |
Close Sept 2025 |
Open Oct 2025 |
Make Nov 2025 the current period |
Is July 2025 in balance |
Recalculate Retained Earnings for a fiscal period |
Show me unposted batches in GL |
Check all open PL periods to see if there are unposted batches |
Notify users of unposted batches |
Post PL 123 batch |
Change Fiscal period of PL batch 123 to July 2025 |
Recalculate Retained Earnings |
Financial Questions
Show me GL Inquiry BS01 for July 2025 |
Show me Insights of a financial Inquiry |
Show me KPIs available based on the financial inquiry |
Provide an executive summary of the data |
Analyze the variances and make recommendations |
Show data as a Pie/Line/Bar chart |
What accounts make up a specific line in the financial statement |
What accounts within the line caused the over budget variance |
What GL accounts increased the most from prior period |
Show the GL transaction tied to a batch |
Show the GL transactions that make up an account movement for the period |
Supplier Questions
Provide a list of invoices by supplier |
Show invoices in unposted AP Batches |
Provide Invoice supplier aging data |
Show all invoices posted for a specific transaction type for the month |
Note: Artificial Intelligence (AI) can make mistakes. Always double-check before making business impacting decisions.