Here are your tips for the week of March 18:
Tip 1: Do you need to identify or reconcile your FMD AIM transactions on your Budget Status Report?
(This tip was submitted by Pamela Tolbert, Business Manager for VPI, Advising Services. Thank you, Pam!)
- In the Financials Query Viewer search for query, UGA_GL_AL_AIM. This query will show the associated work order charges, the accounting date, as well as the date the journal posted to the chartstring.
- You can enter various search criteria here such as the FMD Journal ID number from the Budget Status Report that will show the associated work order number starting with the first 2 digits of the fiscal year (19). ·
- You can also cross reference the FMD GL Journal transactions by using the FMD “Look up Charges” Tool and clicking on the Journal tab and entering the journal ID (starting with “FMD”) from the Budget Status Report and entering your financial department number. This has been a valuable discovery for me as it helps me to identify and reconcile charges that post to the chartstring several weeks after the work order is completed.
Tip 2: Did you know you can open multiple windows in OneUSG Connect so that you can work more efficiently?
- Did you know you can open multiple windows in OneUSG Connect so that you can work more efficiently? For example, Supervisors and Time & Absence Approvers could have one window with the Manage Exceptions page displayed and another with the Timesheet window open. This allows you to view exceptions and then act upon those exceptions more efficiently. To see how to do this, click HERE to watch the “Working with Multiple Windows in OneUSG Connect” tutorial.
Tip 2+: Are you a user of the Billing Module within the UGA Financial Management System? Do you need a new billing charge code?
- Billing charge codes contain billing information that can be standardized, such as the description that appears on the invoice, unit of measure, price and accounting chartstring. Charge codes are the AR version of SpeedTypes or Accounting Tags and serve as a short cut for entering billing line and accounting information in PeopleSoft Financials. Charge codes save time and reduce accounting errors that have to be corrected manually.
- Requesting a new charge code is EASY! Please request a support ticket from TeamDynamix, indicating “Financial Management System” as the subject of your case, and “Billing” for areas of functionality when you submit.
Known Issues and Enhancements: Check the Known Issues and Feature Releases page to stay current on the latest known issues and planned project enhancements.
We are committed to the enhancement of the UGA Budget and Financial Management Systems. The Business Services Advisory Group (BSAG) has prioritized a list of Financial Management System and reporting enhancement requests; these items will be reviewed in February and March, approved, and scheduled for a future release date. Once scheduled, they will appear on the Known Issues/Enhancements website.
Training: Check the Training Resource Page to stay current on the latest training classes available.
Submit a tip: Do you have tip to share? Email it to us at [email protected].
You can find all the Tuesday Tip emails on the Tuesday Tips resource page on the OneSource website.
