PantherSoft Financials 9.2

1. PantherSoft Financials 9.2 Upgrade Webinar Office of the Controller

2. Using Adobe Connect Your computer speakers must be on or use headphones to hear this presentation. Submit Your Questions

3. 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 Suppliersin 9.2.

4. Overall Changes – Global Search 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.

5. Overall Changes – Global Search Advanced Search – Search PantherSoft by keywords, phrases or exclude words

6. Overall Changes – Global Search Global Search – Last Search Results

7. Overall Changes – Embedded Help Embedded Help – Click on the question mark.

8. Overall Changes - Workflow Workflow Improvements will allow users to see the status of transactions throughout 9.2. For examples, the approvers for Requisitions, Travel Authorizations and Expense Reports.

9. Overall Changes – Inner Scroll Inner Scroll - The nested inner scroll is perfect for viewing a long row of content such as a chartfield.

10. Overall Changes - Personalization 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)

11. Overall Changes - Personalization Personalizations – Dropdown Menu Sort Order. Must click on Main Menu

12. 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.

13. Attachments

14. 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.

15. PantherSoft Financials 9.2Travel & Expense

16. Travel & Expense - Destination Default Location label change to Destination

17. Travel & Expense – Benefit to FIU Comment field label change to Benefit to FIU or Project

18. Travel & Expense – Expense Types Updated expense types list.

19. Travel & Expense – Payment Type Additional payment type added: Prepaid Expenditures

20. Travel & Expense – Urgency Urgency lights will show for all approvers that go through Manager Self-Service for pending TAs, Cash Advances or Expense Reports.

21. Travel & Expense – Expense Report OLD EXPENSE REPORT

22. Travel & Expense – Expense Report OLD EXPENSE REPORT

23. Travel & Expense – Expense Report

24. Travel & Expense – Submit Expense Expense Report Certification Withdraw Expense Report - Withdraw option in Expense Report when it’s in approval process

25. Travel & Expense – Quick Fill 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.

26. Travel & Expense – Expense Report Complete an Expense Report from an approved Travel Authorization

27. Travel & Expense – Expense Report Complete an Expense Report from an approved Travel Authorization

28. Travel & Expense – View Analytics 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.

29. PantherSoft Financials 9.2Requisitions

30. Requisitions – Budget Check Requestors have the ability to Budget Check a Requisition after it has been submitted.

31. Requisitions - Approval Manager Self Service > Procurement > Manage  Approvals OR Purchasing > Requisitions > Manage Requisition Approvals Approvers must do a budget check before they can approve a requisition.

32. Requisitions - Approval Approvers

33. Requisitions – Approval Justification Approval Justification

34. Requisitions – IT Commodity IT Commodity Approval is now required for all requisitions of Audio Visual, Network and Data Processing items. 

35. Requisitions - Workbench Requester’s Workbench - Navigation changed

36. Requisitions - Buyer Workbench Buyer’s Workbench

37. Requisitions – Select Lines Ability to Search for specific lines within a requisition and you want to avoid scrolling through multiple pages.

38. Requisitions – Pre-Encumbrance Pre-Encumbrance Balance

39. Requisitions – Pre-Encumbrance Pre-Encumbrance Balance

40. Requisitions – Name & BPO Requisition Name & New Origin Code ‘BPO’ for Blanket Purchase Orders

41. PantherSoft Financials 9.2Credit Cards

42. Credit Cards – PDF Attachments • 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.

43. Credit Cards –Attachments PDF files are preferred. If you need to attach multiple scanned documents for a single transaction line, click the + button.

44. Credit Cards – Reconcile

45. PantherSoft Financials 9.2Accounts Payable

46. Accounts Payable • Changes to Invoice Processing • Invoices should be submitted to Accounts Payable directly • E-mail is the preferred method of delivery. • invoices@fiu.edu– 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. • PDF format only. One invoice per PDF. • All other correspondence can be sent to payables@fiu.edu

47. PantherSoft Financials 9.2Commitment Control

48. Commitment Control – Budget Transfer

49. Commitment Control – Budget Transfer

50. Commitment Control – Payroll Accounts 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