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FMS Release Notes November 9, 2021

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FMS Release Notes Bug Fixes Fixed an issue in which the Approvals section of the Transaction Entry form was not showing all the role/chartfield lines expected Fixed an issue in which the ‘+’ at the top of the Reallocation and Reconciliation pages was not always checking all the records in the list Note: The reworked […]

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FMS Release Notes September 28, 2021

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FMS Release Notes  Enhancements Updated the Tag management page such that users will simply add Revenue, Personnel and Non-Personnel amounts for budgeting Bug Fixes Updated the P-Card Journal Upload reports which were causing errors in the reallocation upload process Identified and fixed a number of issues that were present when cloning a transaction

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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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U-CV Release Notes July 7, 2021

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U-CV Release Notes Fixes – Appointment Manager Fixed an issue where some options in the main navigation were being cut off on smaller screens. You can now access Create Faculty, Comments, Confidential Information, and Leave from the new menu. Fixed an issue where the separation end date was saving for the wrong appointment. Fixed an […]

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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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