1. AdminConnect –Reminder that AC is capable of all of what CIMS CORE can do: P/O Requisitions.. And now add Vendor, Internal attachments and packing slips, receiving documents P/O Req to P/O Approval Invoice Lookup/Approval … And now more visual with comparing P/O and Invoice side by side, ability to pull up the invoice image, new feature to easily approve many G/L Lookup and Wildcard.. And now full drill down to the transaction details, print, show attachments/backup.. download G/L Reporting P/O, Invoice Lookup and search Ability to see previous year, and work/see current and next AdminConnect FMS

2. AdminConnect (Additional Features) –Field Trip Entry –Bid Requests (generate P/O Requisitions) –Stock Requests (order stock from your warehouse or fake warehouse) –Work Orders –See/print permits –Request account changes/adjustments (journal entries) and attach backup documentation! … Is anybody using this and why/why not? Budget Journal entry as admin allocate their budget!!! AdminConnect FMS

3. AdminConnect (G/L Tip) –View Activity for all selected accounts –Switching between control accounts, non-control, using wildcard AdminConnect FMS

4. AdminConnect (Approver Reminder) –Don’t Forget about the next button –Any users finding this better in CIMS Core???? AdminConnect FMS

5. AdminConnect (Journal Entry Request) –Request Journal Entry Change –Budget Increase, or to allocate budget to detail accounts –Attach supporting documentation AdminConnect FMS

6. AdminConnect (Concerns and Comments) –Multiple web tabs - definite problem. You cannot have a tab of AC open working say in one year and another tab working in another.. Unpredictable results. The more common problem area - one copy of schoolbooks in one year and one in another.. YIKES! We have worked on ensuring session variables do not cross products (used to be a problem between schlbooks and regular) –Nice that on the web, crashing/freezing does not put you out of balance. Darnit you lose the whole entry but no half-sided entries AdminConnect FMS

7. AdminConnect (P/O Attachments) –On a P/O potential to attach: Internal document Attachment to go to the Vendor with the P/O Up to 5 additional packing slip/receiving documents.. Does this mean schools could/should attach their Packing slip documents? –Adjustments made for unrestricted users to more quickly get to the P/O to attach something filter direct to P/O no need to check/uncheck items AdminConnect FMS

8. Auto-emailing Admin reminders to ‘Do your work’.. In EMS we email if they have not taken care of leave requests, workshop approvals … is this applicable in FMS? –A/P Invoice approvals? (Docid and Admin=Y) Invoice requires approval and invoice posted date = 5 days or older? AdminConnect FMS

9. On the In List (Web) –(AC) Accomplished in NEW FRAMEWORK - User will be able to input an account code or select from a list !! –(AC) On Approve Invoice view - new ability for admin to update internal note or P/O Text so they can participate/communicate right on the document. –(AC) Be able to manage ACC.TP and ACC.TS from Web –(AC) Ability to do manual cheques and/or cash receipts from web (restricted docids) –(AC) Add Employee# to ACC.TP or ACC.TS or G/L Accounts and through EC allow them to manage/print on those accounts –(AC) Provide the ‘Z’ option in G/L lookup like in CIMS Core AdminConnect FMS

10. What are end user #1 complaints in using AC?? –(AC) Accomplished in NEW FRAMEWORK - User will be able to input an account code or select from a list !! AdminConnect FMS

11. We don’t spend enough time in Finance working out AC !! We know the features exist but how to we deploy them to end users !!!? –There is that assumption that Admin will just ‘catch on’ with all of the dashboard and duties: G/L Lookup and reporting Approving P/Os and Invoices Reviewing Work Orders, Permits –Training? Followup? Documentation? –I know that Seven Oaks has spent time/resources on this at least at the clerical level … experiences elsewhere??? AdminConnect FMS