News

  • Managerial Trial Balance Report Change

    Richard Hunter | August 18, 2023
    As of Friday, September 1, the "Managerial Trial Balance" report behavior will change when viewing equity balances.Prior to the change, equity balances would calculate "beginning balance – net margin" to derive an ending equity balance. After this change, the equity balance on the trial balance will always reflect the beginning balance numbers. Going forward, you must take your equity balance a...

  • Report Enhancement: Flexible Payroll Expense Data (Tableau Report)

    Richard Hunter | August 18, 2023
    The "Flexible Payroll Expense Data" report allows users to customize worktags to display when reviewing payroll expenses. As of Monday, August 21, the Tableau report interface for the custom worktag selection will be enhanced to improve the end user experience. Instead of users selecting the "select column" icon from the top right of the report, now all column selections will ...

  • New Reporting on Business Process Approval Times Now Available

    Richard Hunter | August 18, 2023
    As of Monday, August 21, a new series of reports will be available that offer insight into the amount of time transactions spent in pending approval steps during workflow. These transaction types include Requisitions, Spend Authorizations, Expense Reports, Miscellaneous Payment Requests, Supplier Invoice Requests, Supplier Invoices, and Purchase Order Change Orders. F...

  • FDM Worktag Reference Guide Updates: Driver and Related Worktags

    Richard Hunter | August 18, 2023
    The downloadable FDM worktag reference guide has been updated to include information on “Driver” and “Related” worktags and how they function. It is highly recommended for related worktags to only be used if that is going to be the associated worktag value 100% of the time. It is important to understand that related worktags will replace any ...

  • Role Pairing Removal for Cost Center Manager and Fund Transfer Approver

    Richard Hunter | August 18, 2023
    As of Tuesday, August 8, the Cost Center Manager role is no longer paired with the Cost Center Fund Transfer Approver role. The Cost Center Director role will continue to be paired with the Cost Center Fund Transfer Approver role. Access will not be automatically removed for existing assignments to Cost Center Manager, but no additional pairing assignments for the CCM will o...

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