Fingate Funds Management > iJournals > Bulletin:  iJournals Enhancements June 2013

Bulletin:  iJournals Enhancements (June 2013)

Systems and Reporting Operations (S&RO) is pleased to announce new features and functionality in iJournals, released June 24, 2013 as well as approval policy changes to ensure proper controls and compliance.

On this page:

Log-in Role (Public, Specialist, Central) Displayed on All iJournals Screens

Users can now see which iJournals Responsibility is being used for their current session as the Responsibility they select at log-in is displayed in the header on all screens.

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Ability to Attach Documents to iJournals


Originators can:

  • Upload, verify / delete, and submit attachments in the Routinglist screen for journals with a status of Saved, Valid, or Withdrawn
  • View attachments from the Submit screen, Journals at a Glance section of the Home page, from Public Inquiry search results, and from the Journal Display screen for all journals

Approvers can:

  • View attachments from Workflow Notifications, from the Journals at a Glance section of the Home page, from Public Inquiry search results, and from the Journal Display screen for all journals
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New Approval Routing List Functionality


Originators can:

  • Replace a default approver with an approver that meets approval policy
  • Add FYI recipients
  • Sequence approvers/FYI recipients
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Approval Policy Change

Journals totaling $10,000 or more that do not automatically end-route will require an approver other than the originator regardless of the originator's approval authority. The originator must select an approver as follows:

  • Fund Transfers – route to the originator's manager, or to the appropriate Fund Accountant
  • Reclass – route to the originator's manager, or to the appropriate FAIR Accountant
  • Others – route to the originator's manager, or to a peer in another department, or to a Central Office staff person

iJournals now includes prompts to assist in proper approver designation.

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Questions?

Submit a HelpSU ticket. Select Request Category Administrative Applications and Request Type Oracle Financials.

 

Archived Bulletins

Release Date Description
July 22, 2013 iJournals Accrual Reversals
June 24, 2013 iJournal Enhancements
  • Log-in Role (Public, Specialist, Central) Displayed on All iJournals Screens
  • Ability to Attach Documents to iJournals
  • New Approval Routing List Functionality
  • Approval Policy Change
June 24, 2013

Feeder Management Capabilities (for Feeder Owners)

 

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