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Release Notes November 18, 2020

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FMS: New Features Added a confirmation message pop-up providing the user with the new FMS ID when creating a new FMS transaction Added an override mechanism in the Transaction Entry form to allow a user to re-use an existing Doc Ref # in their current transaction Enhancements Made minor enhancements to the Funding Details page […]

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Release Notes October 27, 2020

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FMS New Features Added a calculator tool to the Reconciliation section so that users can see the total of the records they’ve selected Enhancements The date displayed on P-Card records in the reallocation section is now the post date instead of the transaction date If a user matches records in the reallocation or reconciliation sections […]

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Release Notes October 6, 2020

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FMS New Features Individuals performing reallocations can now split a line amount into multiple lines in order to match the JP Morgan record without having to re-route the transaction through its approval workflow Added the ability to set a P-Card as Inactive in the P-Card Assignment admin screen Enhancements Provided the ability to sort by […]

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Release Notes October 5, 2020

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BRR Enhancements Removed most of the text from the Foreign Influence tab of the Manage Disclosures section as we prepare to re-work this tab Updated the title of the Summary Page which appears during the ‘certify’ step of the disclosure process from “Default Management Plan” to “Management Plan” Updated the ‘For Business Transactions’ paragraph in […]

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Release Notes September 28, 2020

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BRR: Enhancements Updated information on the Training Confirmation page of BRR to include Foreign Influence details Added a new Foreign Influence page to the training section of BRR Added a new Foreign Influence tab to the navigation links at the top of the BRR page which will allow individuals to navigate to the Foreign Influence […]

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