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Release Notes December 8, 2020


  • 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 format and terminology
    • Updated the calculations within the Funding Details page to more directly reflect the values needed by the users and the values presented by the Management Report
    • Updated the admin management pages for activities/projects and tags such that:
      • Activities will default to being Cash managed
      • Projects will default to being Budget managed
      • Budget managed items will provide the table to insert budgeting periods
      • Added F&A as a sub-component of the funding in the table
    • Updated the logic for dates used in the system to make sure that we are using the Transaction Date in calculations, statuses, searches and filters, and ensuring that once a transaction is reconciled, the relevant date becomes the GL date instead
  • Bug Fixes
    • Fixed an issue in which chartfields periodically did not replicate from the Global Chartfields section of the Transaction Entry form to the individual lines of the form
    • Enabled editing tags in the Global Chartfield section of the Transaction Entry form for Closed transactions
    • Fixed another issue which caused approvers to not update within the transaction

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