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FMS Release Notes September 7, 2021

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FMS Release Notes New Features Two Tableau reports have now been released to production: Transaction Details, and Encumbrance Enhancements Added the ability to make a choice to either approve a transaction or approve the transaction while adding a comment Added the JP Morgan Transaction ID to the P-Card Reallocation module within the JP Morgan records […]

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FMS Release Notes August 17, 2021

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Enhancements Made some minor Reconciliation and Reallocation enhancements such that the filter fields are laid out more orderly and the linking boxes on the records remain aligned Updated the Reallocation batch report to automatically download the report itself at the time the batch is run instead of just downloading a receipt of the batch being […]

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FMS Release Notes July 27, 2021

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FMS Release Notes Enhancements Updated the Tag management page such that Tags will now only be budget managed and will no longer be cash managed Updated the Funding Details page to incorporate updated Tag functionality Bugs Fixed an issue in which users were unable to access transactions from their worklists, either Pending Approval or Pending […]

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FMS Release Notes July 7, 2021

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FMS Release Notes: Enhancements Added the ability to click on the transaction record to open the corresponding Transaction Entry form in the Transaction Requests table instead of having to click on the edit icon Completely re-worked the Funding Details page for Activities, both cash and budget managed, and Projects Updated the Print Transaction report to […]

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FMS Release Notes June 15, 2021

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FMS Release Notes: Enhancements Reworked the Activity and Project management pages to disallow manual entry of budgeting periods and amounts Adjusted calculations and amounts within FMS to utilize the Activity and Project Budget balances and Cash starting amounts which were obtained from various PeopleSoft sources and uploaded into the FMS databases Updated the edit, delete […]

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Release Notes May 28, 2021

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FMS Release Notes: Enhancements Added logic to the system such that when an activity or a project transfers from one org to another, FMS will now be able to correctly attribute the transaction or imported record, such as JP Morgan or GL, to new org the activity/project belongs to Added new pop-up notifications to the […]

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Release Notes May 4, 2021

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FMS Release Notes: Enhancements Added the Amount Sum display to the top of the Reallocation and Reconciliation lists Provided the ability for Department Maintenance Admins and Department Power Users can more easily find transactions even when no chartfield has been added to the transaction Bug Fixes Fixed an issue in which an error occurred when […]

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Release Notes April 20, 2021

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FMS Release Notes: New Features New org configuration tool Added the ability for orgs to establish what sort of chartfield changes in a transaction should cause the transaction to re-route Enhancements Added the ability to expand and collapse all records in all tables where there is an option to expand the record for further details […]

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Release Notes March 24, 2021

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FMS Release Notes: New Features New org configuration tool Added the ability to set amount changes which should trigger transaction rerouting per org Added new search/filter options in the Pending Approvals and Pending Procurements worklists Enhancements Added enhanced error tracking and logging within the system to better troubleshoot and analyze bugs in the system Improved […]

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Release Notes March 2, 2021

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FMS Release Notes Enhancements Added “Return to Grid” buttons in the Tags, Activities/Projects, P-Card, Default Approval Levels and Role Assignments admin pages Updated the layout of the buttons at the bottom of the Reallocation and Reconciliation screens such that the buttons are more spaced out Updated the logic in the Reallocation module to use the […]

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