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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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Release Notes February 9, 2021

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New Features Reconfigured the funding stages of transaction workflows such that: Amounts in the initial “Preparing” step are not factored into any funding calculations These amounts are only factored into “this transaction” amounts in the Funding section of the Transaction Entry form Amounts in the “Pending Approval” and “Pending Procurement” are now considered “Pending” amounts […]

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Release Notes January 5, 2020

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Enhancements: Updated the columns in the Reallocation module so that the columns in the Unmatched tab and the columns in the Matched tab are now the same Grouped the Activities and the Projects into separate groups with headers in all the Activity/Project drop-down fields Added the ability to recycle transactions in the Reallocation and Reconciliation […]

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Release Notes December 8, 2020

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New Features Added the ability to drill down into the details of the Funding Details page to see the Account and Transaction amounts which make up the primary amounts displayed Added the Funds Control automation to prompt users when exceeding available funding Enhancements Reformatted the Funding Details page to more closely resemble the Management Report […]

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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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