Menu


Release Notes October 27, 2020

Categories:

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 […]

Read More

Release Notes October 6, 2020

Categories:

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 […]

Read More

Release Notes September 17, 2020

Categories:

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 […]

Read More

Release Notes August 24, 2020

Categories:

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 […]

Read More

Release Notes August 4, 2020

Categories:

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 […]

Read More

Release Notes July 14, 2020

Categories:

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 […]

Read More

Release Notes June 23, 2020

Categories:

FMS Enhancements Added Clone button to Transaction screen (Cloning not yet fully functioning) Approvers added to one page transaction report Bug Fixes User should be able to change type in closed requests if they have update rights Save and add another button should redirect back to create page Filtering on tags in transaction details page […]

Read More

Release Notes May 19, 2020

Categories:

FMS New Reconciliation Report Fixed bug where NIL vendors were disappearing on requests submitted for approval Made transaction type read-only for requests in Reconciling status or in Pending status if there are one ore more reconciled rows

Read More