A new feature is available for the requisition, direct payment, and employee reimbursement modules in FTS: the ability to select the appropriate approver for your transaction!
Before today, when a transaction was submitted for approval, all individuals with authority to approve for the funding DeptID would receive an email notification indicating a requisition, direct payment or reimbursement was ready for approval. Now, only the selected approver will receive email notification.
Upon saving a transaction, a drop-down list of individuals with authority to approve for the funding DeptID will display. Requesters will select the appropriate approver and submit for approval.
Note for Approving Officials: With this enhancement, notifications are specific to the recipient and require action. If you previously enabled gmail filters to reduce FTS notifications from filling your inbox, you may want to consider removing them.
Have questions? Don’t hesitate to contact FinanceConnect!
Modifications were made to FTS Travel Authorization-
Added New Traveler’s University Affiliation Type: “Student Employee”
The majority of SJSU students do not have access to use the FTS Travel module. Access to the system is allowed for active employees and POI-Others only, verified by FTS using HCM data. However, students employed by the university as Student or Graduate Assistants are “active employees” and therefore do have access to FTS and the Travel module. For those few students who find they can, and choose to use FTS Travel (instead of the paper Travel Authorization and Travel Reimbursement forms), they can now identify their university affiliation as “Student Employee”.
Please note: We strongly advise having a Requester create the Travel Authorization for the student traveler to ensure the appropriate DeptID and funding chartfield are used. This allows both the Traveler and the Requester the ability to complete or update the Travel Authorization and Travel Reimbursement. The Traveler is always required to complete the “Submit for Approval” step themselves.
Created New Section: “Funding Source”
In the Travel Authorization, travelers will sometimes select the Travel Type, “Business Related” and then are unable to select the “Travel Paid by Non-University Funds” option as well when appropriate. Not identifying the funding source correctly can cause confusion when insurance is required to be purchased by the appropriate entity, and also, a Travel Reimbursement is created that will never be used for State funding.
By creating a “Funding Source” section in the Travel Authorization, this will allow travelers to select a Travel Type and indicate the appropriate funding source. The “Travel Paid By University Funds” is the default funding source; the “Travel Paid By Non-University Funds” must be selected when appropriate.
Please forward this message to any staff or faculty you feel should be notified. If there are any questions, contact Finance Support at firstname.lastname@example.org or 4-1558.
Some new and exciting enhancements as well as a resolution to a problem with the upload feature were made to the FTS Purchasing/Payment module.
Last month, users reported being unable to upload additional backup documentation for Distributed status Requisition and Vouchers (Direct Payment and Employee/Student Reimbursement). The upload feature is available again.
The search feature for Requisition and Vouchers has been expanded to give users flexibility in locating submitted requests. Enlarge picture by clicking on the image.
- Requisition: Users can search for a request by entering the complete 10-digit Purchase Order Number.
- Requisition: The Purchase Order Number now displays in the search results for Requisitions.
- Direct Payment: Users can search for a request by entering the Supplier name or number.
- Reimbursement: Obtain search results by entering the Employee/Student name or number.