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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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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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Release Notes May 4, 2021

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FMS Release Notes: Enhancements Added the Amount Sum display to the top of the Reallocation and Reconciliation lists Provided the ability for Department Maintenance Admins and Department Power Users can more easily find transactions even when no chartfield has been added to the transaction Bug Fixes Fixed an issue in which an error occurred when […]

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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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