- 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
- Amounts in the “Reallocation” or “Reconciliation” steps are now considered “Encumbered” amounts
- Amounts which have been reconciled and moved to the “Closed” state are now considered “Posted” amounts
- Amounts in the initial “Preparing” step are not factored into any funding calculations
- Added a new Reports page which will house all FMS reports
- Reconfigured the funding stages of transaction workflows such that:
- Enhancements
- Reformatted the Funding Details page to more closely resemble the Management Report format and terminology
- This includes condensing and reformatting the filter options
- This also includes changes to the columns and details shown in the expanded views within the Funding Details page
- This also includes fixing the calculations for various details shown in the expanded views
- We are now displaying the full Description for Activities and Projects throughout the system instead of the short Description
- Updated the Reallocation journal upload report to more accurately itemize the FMS and JP Morgan records reallocated in the batch
- Reformatted the Funding Details page to more closely resemble the Management Report format and terminology
- Bug Fixes
- Fixed an issue with memory by reducing the Tags auto-imported into the Transaction Entry form
- Fixed an issue in which transactions were being created when the user didn’t explicitly save the transaction
- Fixed an issue in which the checkboxes on the Tags management pages were not saving
