FTS Enhancement – Travel Module

The File Upload section in the FTS Travel module has recently been enhanced as part of our future plans to migrate support documents for Travel requests to OnBase, our new imaging system.

Similar to Requisition and Voucher file uploads, users can now select a document type from a dropdown list to identify the attachment. Currently, however, the file document type selected is a behind-the-scenes identifier and will not be noticeable to users in FTS until the travel document migration to OnBase takes place.

Please note, users are not required to save travel documents in separate files but the option to identify the document will be useful in the future, when searching for and reviewing files.  The generic, “Backup Documents”, can be used for files that include various document types.

If you have any questions, please contact FinanceConnect at financeconnect@sjsu.edu or 4-1558.

Travel Snapshot 1:  File Upload section.

Travel Snapshot 2:  Document Type selection.

 

 

 

 

OnBase in FTS

As announced in the FinanceConnect blog, our new imaging system, OnBase, is scheduled to go-live in FTS on Thursday, September 8th.

In preparation for OnBase, the FTS system and e-Invoice portal will be unavailable to users on Friday, September 2nd from 5 p.m. to 6 p.m.

Once OnBase is successfully integrated with FTS, users will see:

  • A defined ‘File Upload’ section, including a drop-down list of document types to identify the attachments you intend to upload to Requisitions, Direct Payment and Employee/Student Reimbursement requests. See Requisition Snapshots 1 and 2 below.
  • Specifications for file upload size and type, along with browser compatibility information.
  • A defined ‘Support Documents’ section, containing a single link to view both the Requisition and the related e-Invoice (PO invoice) documents.

Using OnBase to manage our workflows means you can:

  • Reply directly to AP e-Invoice email notifications for action – no more copying text over to a new email in order to respond with your invoice approvals to pay, or receipt information!
  • Email notifications for both e-Invoice and created purchase orders will include a copy of the specified document rather than a hyperlink to click on in order to obtain a copy for your records.

As we continue moving forward with our implementation of OnBase and its many possibilities, you will continue to see and experience the advantages this new system can provide.

Click on the image to enlarge it.

Requisition Snapshot 1: File Upload section. 

FTS Upload File

Requisition Snapshot 2: Document Type selection.

Requisition Upload File Document Type

 

 

 

Coming Soon to FTS- OnBase

Everyone who uses our Financial Transaction Services (FTS) system is familiar with the ability to upload and view support documents for Requisitions, Direct Payment and Employee/Student Reimbursement requests.  However, you may not be familiar with the imaging system we currently use to store and retrieve those documents.  As this system has gone way beyond its expected lifespan, we have been working to get its replacement system up and running.

Introducing, OnBase, our new imaging system to store and retrieve electronic documents with more detailed labeling and cross-referencing capabilities.  OnBase also provides increased flexibility in managing workflows for Accounts Payable and Purchasing processes.

Integrating OnBase with FTS means you’ll see:

  • A defined ‘File Upload’ section, including a drop-down list of document types to identify the attachments you intend to upload to Requisitions, Direct Payment and Employee/Student Reimbursement requests.
  • Specifications for file upload size and type, along with browser compatibility information.
  • A defined ‘Support Documents’ section, containing a single link to view both the Requisition and the related e-Invoice (PO invoice) documents.

Using OnBase to manage our workflows means you can:

  • Reply directly to AP e-Invoice email notifications for action – no more copying text over to a new email in order to respond with your invoice approvals to pay, or receipt information!
  • Email notifications for both e-Invoice and created purchase orders will include a copy of the specified document rather than a hyperlink to click on in order to obtain a copy for your records.

As we carry-on with our implementation of OnBase and its many possibilities, you will continue to see and experience the advantages this new system can provide. Please watch for a September email from FinanceConnect for go-live information.