We’ve recently implemented new features to the FTS Transfer module: the ability to upload supporting documentation and ability to select appropriate approver from a drop down list. The enhancements apply to all transactions within the transfers module and are available now.
Feature 1: Supporting Documentation Upload
The ability to upload supporting documentation for transfers furthers our transparency efforts and expands our electronic document storage use of OnBase. Supporting documentation is optional for budget journals; it is required for expense, hospitality payment and interdepartmental expense transfer journals. Upon saving a transfer transaction, you will be prompted to upload supporting documentation. Uploaded documents will be accessible via the Document Retrieval button.
Feature 2: Select Approving Official From Drop Down
Building upon the purchasing/payments module enhancement introduced last July, requesters can now select the appropriate approving official from a list of approvers. The drop-down list is populated upon saving a transaction. Once the transaction is submitted for approval, only the selected approving official will receive an email notification. That means no more mass notifications!
Note to Approving Officials: You may want to disable any Gmail filters you might have established to reduce FTS notifications from filling your inbox.
Have questions? Don’t hesitate to contact FinanceConnect!