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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 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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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 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 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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