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PantherSoft Financials 9.2
Upgrade WebinarOffice of the Controller
Using Adobe Connect
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Overall Changes - Favorites
Favorites will migrate into 9.2. The only exception that we are aware of is any navigation that pointed from the Main Menu to Vendor. Vendor is now Suppliers in 9.2.
Global Search - Global Search enables you to take actions directly from your search results based on context without navigating through the menu to find the pages and data that you are looking for.
Overall Changes – Global Search
Advanced Search – Search PantherSoft by keywords, phrases or exclude words
Overall Changes – Global Search
Global Search – Last Search Results
Overall Changes – Global Search
Overall Changes – Embedded Help
Embedded Help – Click on the question mark.
Overall Changes - WorkflowWorkflow Improvements will allow users to see the status of transactions throughout 9.2. For examples, the approvers for Requisitions, Travel Authorizations and Expense Reports.
Overall Changes – Inner Scroll
Inner Scroll - The nested inner scroll is perfect for viewing a long row of content such as a chartfield.
Personalizations – Dropdown Menu Sort Order
Turning off Auto Complete is also found under My Personalizations (not new but you want to know how to turn it off)
Overall Changes - Personalization
Overall Changes - Personalization
Personalizations – Dropdown Menu Sort Order. Must click on Main Menu
Overall Changes – Move Columns
Moving Columns - Users can now personalize grids by dragging & dropping column headers into an order that suits them. Click the name of the column header and drag it to a new position. In the example shown the Description field is being moved to the left.
Attachments
Overall Changes - WorkCenters
WorkCenters – WorkCenters are designed for specific operation roles — General Ledger, Accounts Payable, Buyers, etc. Users can perform their daily tasks without navigating from the WorkCenter.
PantherSoft Financials 9.2Travel & Expense
Travel & Expense - Destination
Default Location label change to Destination
Comment field label change to Benefit to FIU or Project
Travel & Expense – Benefit to FIU
Updated expense types list.
Travel & Expense – Expense Types
Additional payment type added: Prepaid Expenditures
Travel & Expense – Payment Type
Urgency lights will show for all approvers that go through Manager Self-Service for pending TAs, Cash Advances or Expense Reports.
Travel & Expense – Urgency
Travel & Expense – Expense Report
Travel & Expense – Expense Report
Travel & Expense – Expense Report
Withdraw Expense Report - Withdraw option in Expense Report when it’s in approval process
Travel & Expense – Submit Expense
Expense Report Certification
Quick Fill in Expense Report only. Select this link to access the Quick Fill Window where you can select multiple expense types and whether the expense type was incurred for one day or all days of the date range.
Travel & Expense – Quick Fill
Complete an Expense Report from an approved Travel Authorization
Travel & Expense – Expense Report
Complete an Expense Report from an approved Travel Authorization
Travel & Expense – Expense Report
After an Expense Report is submitted using the Summary and Submit link , a hyperlink to View Analytics will appear. Here you can see three tabs: Expense by Day, Totals by Department, and Totals by Project /Activity.
Travel & Expense – View Analytics
PantherSoft Financials 9.2Requisitions
Requestors have the ability to Budget Check a Requisition after it has been submitted.
Requisitions – Budget Check
Requisitions - ApprovalManager Self Service > Procurement > Manage Approvals OR Purchasing > Requisitions > Manage Requisition Approvals
Approvers must do a budget check before they can approve a requisition.
Approvers
Requisitions - Approval
Approval Justification
Requisitions – Approval Justification
IT Commodity Approval is now required for all requisitions of Audio Visual, Network and Data Processing items.
Requisitions – IT Commodity
Requisitions - Workbench Requester’s Workbench - Navigation changed
Requisitions - Buyer Workbench
Buyer’s Workbench
Ability to Search for specific lines within a requisition and you want to avoid scrolling through multiple pages.
Requisitions – Select Lines
Pre-Encumbrance Balance
Requisitions – Pre-Encumbrance
Requisitions – Pre-Encumbrance
Pre-Encumbrance Balance
Requisition Name & New Origin Code ‘BPO’ for Blanket Purchase Orders
Requisitions – Name & BPO
PantherSoft Financials 9.2Credit Cards
Beginning with the 12/31/2014 billing statement (scheduled to load into PS 9.2 on 1/5/2015), a scanned receipt and supporting backup documentation must be attached to each transaction line; this will be mandatory during the reconciliation process.
This new business process will improve record retention efficiencies by providing easy electronic access to view and print the receipts and supporting documentation of all card activity.
Credit Cards – PDF Attachments
PDF files are preferred. If you need to attach multiple scanned documents for a single transaction line, click the + button.
Credit Cards –Attachments
Credit Cards – Reconcile
PantherSoft Financials 9.2Accounts Payable
Changes to Invoice Processing
●Invoices should be submitted to Accounts Payable directly
●E-mail is the preferred method of delivery.
o [email protected] – this e-mail address should be used for
invoices ONLY, no inquires of any kind. This e-mail account will
interface directly with our payable system and will NOT be
monitored by AP staff. Do not use the body of the e-mail for
questions/comments or other correspondence.
o PDF format only. One invoice per PDF.
o All other correspondence can be sent to [email protected]
Accounts Payable
PantherSoft Financials 9.2Commitment Control
Commitment Control – Budget Transfer
Commitment Control – Budget Transfer
Auto Override for Payroll Accounts
Payroll Accounts are set to Override. After running the edit and budget check processes, the journal will have a “warning”, but Journal and Budget Status will be marked valid (V V Status).
Month end process will be completed faster for Activity Numbers and Projects set to Control, since you no longer have to manually override payroll transactions
Commitment Control – Payroll Accounts
PantherSoft Financials 9.2General Ledger
Journal Workflow
The new Journal Upload template will be available on January 5, 2015. Email [email protected]
Journal Upload
Error message for the GL Journal Upload feature in 9.2
Snapshot of the JrnlLog
Journal Upload – Error Message
Inquire by ChartField Value Set as opposed to individual ChartField
Ledger Inquiry by ChartField Value Set
PantherSoft Financials 9.2nVision
If you currently have access to App Designer/nVision in PantherSoft 9.0 you will want to install a new version for 9.2. Email [email protected] to get instruction on how to install the App Designer/nVision 8.53
All nVision layouts in Production have been tested and will be in 9.2. If you have personal nVision layouts on your desktop please email [email protected] and attach your layout to have it converted.
nVision
PantherSoft Financials 9.2Queries
QueriesReporting Database queries will be available at Go-Live as
a copy of Production. Only Production queries will be available in the Reporting Database.
All Public queries will be available in 9.2 Production at go-live
Private Queries will be available in 9.2 Production as of April 2014
If you are missing any Private or Public query from Production or the Reporting Database, email [email protected] with the name of the query and whether from Production or Reporting
Important Dates
Travel & Expense - DeadlinesTravel and Expense Deadlines
All Travel Authorizations, Cash Advances and Expense Reports must be in an “Approved” or “Paid” or “Open” status prior to the upgrade. Reports that have a status of “Submitted for Approval”, “Pending”, or “Approval in Process” will be deleted from the system to ensure a smooth transition. In order to plan accordingly, see the deadline dates listed below:
December 15, 2014 – Users will have the ability to create and modify TAs, Cash Advances and Expenses Reports but will only have the option to save for later. They will not be able to submit.
December 28, 2014 – Last day for all Travel transactions to be approved by Managers.
December 15, 2014 Ability to submit Smart Proposals and Smart Bills for approvals will be
removed the University community
December 30, 2014 – After 5PM All Requisitions, Smart Proposals, Smart Bills and Payroll Transfers should be
in Approved status. Any POs that are in Pending Approval, Open, or Initial status will need to be
either Approved, Dispatched or Deleted All Account Payable Pay cycles should be fully completed All in-process Access Request should be denied. PantherSoft will execute the
script to deny them as part of the go-live. After 5:00 p.m. the PeopleSoft Financials system will be unavailable to the
user community.
January 5, 2015 – GO LIVE! The upgraded system will be available to the user
community for processing.
Other Deadlines
9.2 Training in DecemberClassroom Topics
Dates at W6
Fundamentals December 16 & 18
Procure to Pay December 16 & 18
Credit Card December 17
Travel & Expense
December 17 & 19
GL274 W6
Monday Jan 5th 9:30 – 12:30 Tuesday Jan 6th 1:30 – 3:30
Wednesday Jan 7th 9:30 – 12:30 Thursday Jan 8th 1:30 – 3:30
Friday Jan 9th 9:30 – 12:30 Tuesday Jan 13th 9:00 – 12:00
9.2 Open Labs in January
Getting AssistanceFinancials 9.2 Upgrade – Presentations, important dates, etc.
http://panthersoft.fiu.edu/projects-2/financials-9-2-upgrade/
Training Registration – Signup for training, Webinar http://finance.fiu.edu/controller/TrainingRegistration.html
Office of the Controller – Purchasing, Credit Cards, Travel, etc.http://finance.fiu.edu/controller/index.html
Training PowerPoints Decks – Updated for 9.2http://finance.fiu.edu/controller/FinSysandSup2.html
Financials Call Center305-348-7200 (7-7200)
Questions
