1. PantherSoft Financials 9.2 Upgrade Webinar Office of the Controller

2. Using Adobe Connect Submit Your Questions Your computer speakers must be on or use headphones to hear this presentation.

3. Overall Changes - Favorites Favorites will migrate into 9.2. The only exception that we are aware of is any navigation that pointed from the Main Menu to Vendor. Vendor is now Suppliers in 9.2.

4. Global Search - Global Search enables you to take actions directly from your search results based on context without navigating through the menu to find the pages and data that you are looking for. Overall Changes – Global Search

5. Advanced Search – Search PantherSoft by keywords, phrases or exclude words Overall Changes – Global Search

6. Global Search – Last Search Results Overall Changes – Global Search

7. Overall Changes – Embedded Help Embedded Help – Click on the question mark.

8. Overall Changes - Workflow Workflow Improvements will allow users to see the status of transactions throughout 9.2. For examples, the approvers for Requisitions, Travel Authorizations and Expense Reports.

9. Overall Changes – Inner Scroll Inner Scroll - The nested inner scroll is perfect for viewing a long row of content such as a chartfield.

10. Personalizations – Dropdown Menu Sort Order Turning off Auto Complete is also found under My Personalizations (not new but you want to know how to turn it off) Overall Changes - Personalization

11. Personalizations – Dropdown Menu Sort Order. Must click on Main Menu

12. Overall Changes – Move Columns Moving Columns - Users can now personalize grids by dragging & dropping column headers into an order that suits them. Click the name of the column header and drag it to a new position. In the example shown the Description field is being moved to the left.

13. Attachments

14. Overall Changes - WorkCenters WorkCenters – WorkCenters are designed for specific operation roles — General Ledger, Accounts Payable, Buyers, etc. Users can perform their daily tasks without navigating from the WorkCenter.

15. PantherSoft Financials 9.2 Travel & Expense

16. Travel & Expense - Destination Default Location label change to Destination

17. Comment field label change to Benefit to FIU or Project Travel & Expense – Benefit to FIU

18. Updated expense types list. Travel & Expense – Expense Types

19. Additional payment type added: Prepaid Expenditures Travel & Expense – Payment Type

20. Urgency lights will show for all approvers that go through Manager Self-Service for pending TAs, Cash Advances or Expense Reports. Travel & Expense – Urgency

21. Travel & Expense – Expense Report

24. Withdraw Expense Report - Withdraw option in Expense Report when it’s in approval process Travel & Expense – Submit Expense Expense Report Certification

25. Quick Fill in Expense Report only. Select this link to access the Quick Fill Window where you can select multiple expense types and whether the expense type was incurred for one day or all days of the date range. Travel & Expense – Quick Fill

26. Complete an Expense Report from an approved Travel Authorization Travel & Expense – Expense Report

27. Complete an Expense Report from an approved Travel Authorization Travel & Expense – Expense Report

28. After an Expense Report is submitted using the Summary and Submit link, a hyperlink to View Analytics will appear. Here you can see three tabs: Expense by Day, Totals by Department, and Totals by Project /Activity. Travel & Expense – View Analytics

29. PantherSoft Financials 9.2 Requisitions

30. Requestors have the ability to Budget Check a Requisition after it has been submitted. Requisitions – Budget Check

31. Requisitions - Approval Manager Self Service > Procurement > Manage Approvals OR Purchasing > Requisitions > Manage Requisition Approvals Approvers must do a budget check before they can approve a requisition.

32. Approvers Requisitions - Approval

33. Approval Justification Requisitions – Approval Justification

34. IT Commodity Approval is now required for all requisitions of Audio Visual, Network and Data Processing items. Requisitions – IT Commodity

35. Requisitions - Workbench Requester’s Workbench - Navigation changed

36. Requisitions - Buyer Workbench Buyer’s Workbench

37. Ability to Search for specific lines within a requisition and you want to avoid scrolling through multiple pages. Requisitions – Select Lines

38. Pre-Encumbrance Balance Requisitions – Pre-Encumbrance

39. Pre-Encumbrance Balance

40. Requisition Name & New Origin Code ‘BPO’ for Blanket Purchase Orders Requisitions – Name & BPO

41. PantherSoft Financials 9.2 Credit Cards

42. Beginning with the 12/31/2014 billing statement (scheduled to load into PS 9.2 on 1/5/2015), a scanned receipt and supporting backup documentation must be attached to each transaction line; this will be mandatory during the reconciliation process. This new business process will improve record retention efficiencies by providing easy electronic access to view and print the receipts and supporting documentation of all card activity. Credit Cards – PDF Attachments

43. PDF files are preferred. If you need to attach multiple scanned documents for a single transaction line, click the + button. Credit Cards –Attachments

44. Credit Cards – Reconcile

45. PantherSoft Financials 9.2 Accounts Payable

46. Changes to Invoice Processing ●Invoices should be submitted to Accounts Payable directly ●E-mail is the preferred method of delivery. o invoices@fiu.edu – this e-mail address should be used for invoices ONLY, no inquires of any kind. This e-mail account will interface directly with our payable system and will NOT be monitored by AP staff. Do not use the body of the e-mail for questions/comments or other correspondence. o PDF format only. One invoice per PDF. o All other correspondence can be sent to payables@fiu.edu Accounts Payable

47. PantherSoft Financials 9.2 Commitment Control

48. Commitment Control – Budget Transfer

50. Auto Override for Payroll Accounts Payroll Accounts are set to Override. After running the edit and budget check processes, the journal will have a “warning”, but Journal and Budget Status will be marked valid (V V Status). Month end process will be completed faster for Activity Numbers and Projects set to Control, since you no longer have to manually override payroll transactions Commitment Control – Payroll Accounts

51. PantherSoft Financials 9.2 General Ledger

52. Journal Workflow

53. The new Journal Upload template will be available on January 5, 2015. Email controller@fiu.edu Journal Upload

54. Error message for the GL Journal Upload feature in 9.2 Snapshot of the JrnlLog Journal Upload – Error Message

55. Inquire by ChartField Value Set as opposed to individual ChartField Ledger Inquiry by ChartField Value Set

56. PantherSoft Financials 9.2 nVision

57. If you currently have access to App Designer/nVision in PantherSoft 9.0 you will want to install a new version for 9.2. Email controller@fiu.edu to get instruction on how to install the App Designer/nVision 8.53 All nVision layouts in Production have been tested and will be in 9.2. If you have personal nVision layouts on your desktop please email controller@fiu.edu and attach your layout to have it converted. nVision

58. PantherSoft Financials 9.2 Queries

59. Queries Reporting Database queries will be available at Go-Live as a copy of Production. Only Production queries will be available in the Reporting Database. All Public queries will be available in 9.2 Production at go-live Private Queries will be available in 9.2 Production as of April 2014 If you are missing any Private or Public query from Production or the Reporting Database, email controller@fiu.edu with the name of the query and whether from Production or Reporting

60. Important Dates

61. Travel & Expense - Deadlines Travel and Expense Deadlines All Travel Authorizations, Cash Advances and Expense Reports must be in an “Approved” or “Paid” or “Open” status prior to the upgrade. Reports that have a status of “Submitted for Approval”, “Pending”, or “Approval in Process” will be deleted from the system to ensure a smooth transition. In order to plan accordingly, see the deadline dates listed below: December 15, 2014 – Users will have the ability to create and modify TAs, Cash Advances and Expenses Reports but will only have the option to save for later. They will not be able to submit. December 28, 2014 – Last day for all Travel transactions to be approved by Managers.

62. December 15, 2014 Ability to submit Smart Proposals and Smart Bills for approvals will be removed the University community December 30, 2014 – After 5PM All Requisitions, Smart Proposals, Smart Bills and Payroll Transfers should be in Approved status. Any POs that are in Pending Approval, Open, or Initial status will need to be either Approved, Dispatched or Deleted All Account Payable Pay cycles should be fully completed All in-process Access Request should be denied. PantherSoft will execute the script to deny them as part of the go-live. After 5:00 p.m. the PeopleSoft Financials system will be unavailable to the user community. January 5, 2015 – GO LIVE! The upgraded system will be available to the user community for processing. Other Deadlines

63. 9.2 Training in December Classroom TopicsDates at W6 FundamentalsDecember 16 & 18 Procure to PayDecember 16 & 18 Credit CardDecember 17 Travel & ExpenseDecember 17 & 19 GL274W6 Monday Jan 5 th 9:30 – 12:30Tuesday Jan 6 th 1:30 – 3:30 Wednesday Jan 7 th 9:30 – 12:30Thursday Jan 8 th 1:30 – 3:30 Friday Jan 9 th 9:30 – 12:30Tuesday Jan 13 th 9:00 – 12:00 9.2 Open Labs in January

64. Getting Assistance Financials 9.2 Upgrade – Presentations, important dates, etc. http://panthersoft.fiu.edu/projects-2/financials-9-2-upgrade/ http://panthersoft.fiu.edu/projects-2/financials-9-2-upgrade/ Training Registration – Signup for training, Webinar http://finance.fiu.edu/controller/TrainingRegistration.html http://finance.fiu.edu/controller/TrainingRegistration.html Office of the Controller – Purchasing, Credit Cards, Travel, etc. http://finance.fiu.edu/controller/index.html http://finance.fiu.edu/controller/index.html Training PowerPoints Decks – Updated for 9.2 http://finance.fiu.edu/controller/FinSysandSup2.html http://finance.fiu.edu/controller/FinSysandSup2.html Financials Call Center 305-348-7200 (7-7200)

65. Questions