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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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Release Notes September 17, 2020

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FMS Enhancements General system performance enhancements Bug fixes The system will now apply the vendor filter to both the FMS records and the JP Morgan records in the Reallocation screen The Audit History in the Transaction Entry Form will once again show The system will no longer try to validate chartfields in records that are […]

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Release Notes September 11, 2020

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BRR New Features Added a new tab for Foreign Influence to the Disclosure process A banner has been added to the top of the home page announcing new Foreign Interest changes Added a standard management plan contact statement Updated Training information to add Foreign Influence details Bug Fixes Corrected and updated details, mostly related to […]

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Release Notes August 24, 2020

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Funds control is now available. For the User Guide, please click here. Worklist buttons no longer are disabled after validation fails. Reconciling is now showing in the audit trail. Fixed issue with Save and Approve/Purchase buttons now showing. The system now requires all unique approvals to occur. “Select to Remove” label has been added to […]

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Release Notes August 4, 2020

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FMS P-Cards can be marked as default for an Org Edit Page View Grid View You can only have one default P-Card for an Org If user is configured for only one P-Card, that card auto-populates for P-Card transactions Show all active P-Cards in the Orgs that the user is assigned to Changes to inactive/active […]

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Release Notes July 14, 2020

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FMS Added FMS ID and Shipping Type columns to pending procurement grid and removed doc ref num column Added error indicator to collapsible headings in transaction entry page if section contains error Removed cloning linked GL records when cloning records No longer require shipping/other/tax chartfields if shipping/other/tax amounts = $0 Expand/collapse all sections icons in […]

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