AdminConnect FMS • AdminConnect – Reminder that AC is capable of all of what CIMS CORE can do: • P/O Requisitions .. And now add Vendor, Internal attachments and packing slips, receiving documents • P/O Req to P/O Approval • Invoice Lookup/Approval … And now more visual with comparing P/O and Invoice side by side, ability to pull up the invoice image, new <next> feature to easily approve many • G/L Lookup and Wildcard .. And now full drill down to the transaction details, print, show attachments/backup .. download • G/L Reporting • P/O, Invoice Lookup and search • Ability to see previous year, and work/see current and next AdminConnect FMS • AdminConnect (Additional Features) – Field Trip Entry – Bid Requests (generate P/O Requisitions) – Stock Requests (order stock from your warehouse or fake warehouse) – Work Orders – See/print permits – Request account changes/adjustments (journal entries) and attach backup documentation! … Is anybody using this and why/why not? Budget Journal entry as admin allocate their budget!!! AdminConnect FMS • AdminConnect (G/L Tip) – View Activity for all selected accounts – Switching between control accounts, non-control, using wildcard AdminConnect FMS • AdminConnect (Approver Reminder) – Don’t Forget about the next button – Any users finding this better in CIMS Core???? AdminConnect FMS • AdminConnect (Journal Entry Request) – Request Journal Entry Change – Budget Increase, or to allocate budget to detail accounts – Attach supporting documentation AdminConnect FMS • AdminConnect (Concerns and Comments) – Multiple web tabs - definite problem. You cannot have a tab of AC open working say in one year and another tab working in another .. Unpredictable results. The more common problem area - one copy of schoolbooks in one year and one in another .. YIKES! We have worked on ensuring session variables do not cross products (used to be a problem between schlbooks and regular) – Nice that on the web, crashing/freezing does not put you out of balance. Darnit you lose the whole entry but no half-sided entries AdminConnect FMS • AdminConnect (P/O Attachments) – On a P/O potential to attach: • Internal document • Attachment to go to the Vendor with the P/O • Up to 5 additional packing slip/receiving documents .. Does this mean schools could/should attach their Packing slip documents? – Adjustments made for unrestricted users to more quickly get to the P/O to attach something • filter direct to P/O • no need to check/uncheck items AdminConnect FMS • Auto-emailing Admin reminders to ‘Do your work’ .. In EMS we email if they have not taken care of leave requests, workshop approvals … is this applicable in FMS? – A/P Invoice approvals? (Docid and Admin=Y) Invoice requires approval and invoice posted date = 5 days or older? AdminConnect FMS • On the In List (Web) – (AC) Accomplished in NEW FRAMEWORK - User will be able to input an account code or select from a list !! – (AC) On Approve Invoice view - new ability for admin to update internal note or P/O Text so they can participate/communicate right on the document. – (AC) Be able to manage ACC.TP and ACC.TS from Web – (AC) Ability to do manual cheques and/or cash receipts from web (restricted docids) – (AC) Add Employee# to ACC.TP or ACC.TS or G/L Accounts and through EC allow them to manage/print on those accounts – (AC) Provide the ‘Z’ option in G/L lookup like in CIMS Core AdminConnect FMS • What are end user #1 complaints in using AC?? – (AC) Accomplished in NEW FRAMEWORK - User will be able to input an account code or select from a list !! AdminConnect FMS • We don’t spend enough time in Finance working out AC !! We know the features exist but how to we deploy them to end users !!!? – There is that assumption that Admin will just ‘catch on’ with all of the dashboard and duties: • G/L Lookup and reporting • Approving P/Os and Invoices • Reviewing Work Orders, Permits – Training? Followup? Documentation? – I know that Seven Oaks has spent time/resources on this at least at the clerical level … experiences elsewhere???