Hello FINAH Developers - The below enhancements are included in the this month's FINAH Release.

Keep up with our future enhancements here: FINAH Bugs and Enhancements In Progress

Table of Contents

Schedule

• Thursday, November 2, end of day: release enhancements to User Acceptance Testing (UAT)

• Thursday, November 9, end of day: release enhancement to Production

• Friday, November 11, UCSD Holiday

• Monday, November 20, end of day: delete QA models

Join the Activity Hub Financial Community of Practice maillist to be notified when the releases are complete.

Thank You Report Developers!

Special thanks to the report developers who submitted enhancement requests. 

• Heather Sears
  
• Eva Thiveos
• Kevin Thomas

New View: FINAH-PPM-Balances-View

In conjunction with the BFS BI and Financial Reporting team, BIA is excited to release the FINAH-PPM-Balances-View.  This new view is a combination of some elements from FINAH-PPM-Balances-View and aggregated measures (aka Balances).  The FINAH-PPM-Balances-View will display the budget as point-in-time and specific costs at specific times. Balances will be displayed per Accounting Period (monthly).  This will allow new reporting options around point-in-time budget reporting.  This view will be release to Production in December 2023 barring no issues.

Epic:  FINAHE-1445 - Getting issue details... STATUS

SNOW tickets addressed: CS1591893

Unique fields include:

• Accounting Period Burdened Cost
• Accounting Period Burdened Cost Inception to Date
• Accounting Period Burdened Cost Year to Date
• Approved Accounting Period Budget Amount
• Budget Period Budget Amount

Your Requested Enhancements

Items marked with an asterisk (*) are report breaking enhancements if you have these fields in your report and you have not take the appropriate remediation steps.

FINAH-ProjectCosts-View

Epic:   FINAHE-1564 - Getting issue details... STATUS

SNOW tickets addressed: CS1773824 and CS1759076

Added the following fields:

• Expenditure Most Recent Fiscal Period Full
• Expense Report Approval Status
• Expense Report Business Purpose
• Expense Report Created by Delegate Count
• Expense Report Created by Delegate Flag
• Expense Report Created by User Email Address
• Expense Report Created by User ID
• Expense Report Created by User ID And Name
• Expense Report Created by User Name First
• Expense Report Created by User Name Full
• Expense Report Created by User Name Last
• Expense Report Created by User Name Middle
• Expense Report Created by User System ID
• Expense Report Created Date
• Expense Report Created DateTime
• Expense Report First Approved Date
• Expense Report First Approved DateTime
• Expense Report First Submitted Date
• Expense Report First Submitted DateTime
• Expense Report ID
• Expense Report Key
• Expense Report Name
• Expense Report Number
• Expense Report Payee Type
• Expense Report Payment Status
• Expense Report Purpose
• Expense Report Sent for Payment Date
• Expense Report Sent for Payment DateTime
• Expense Report Submitted by Delegate Count
• Expense Report Submitted by Delegate Flag
• Expense Report Submitted by User Email Address
• Expense Report Submitted by User ID
• Expense Report Submitted by User ID And Name
• Expense Report Submitted by User Name First
• Expense Report Submitted by User Name Full
• Expense Report Submitted by User Name Last
• Expense Report Submitted by User Name Middle
• Expense Report Submitted by User System ID
• Expense Report System Comments
• Expense Report Travel End Date
• Expense Report Travel Start Date
• Expense Report Traveler Type
• Expense Report Trip Purpose
• Expense Report Type
• Expense Report User Comments

FINAH-TE-ExpenseTransactionDetail-View

Epic:   FINAHE-1562 - Getting issue details... STATUS

SNOW tickets addressed: CS1766476

Added the following fields:

• Expense Report Business Purpose
• Expense Report Payee Type
• Expense Report Traveler Type
• Expense Report Trip Purpose

FINAH-UCSDGeneralLedgerBalances-View

Epic:   FINAHE-1530 - Getting issue details... STATUS

SNOW tickets addressed:  CS1724170

Added the following fields:

• Fiscal Quarter To Date Net Activity
• Fiscal Year To Date Net Activity

FINAH-UCSDGeneralLedgerInterface-View

Epic:   FINAHE-1574 - Getting issue details... STATUS

SNOW tickets addressed:  CS1759076

Added the following fields:

• Expense Report Approval Status
• Expense Report Business Purpose
• Expense Report Created by Delegate Count
• Expense Report Created by Delegate Flag
• Expense Report Created by User Email Address
• Expense Report Created by User ID
• Expense Report Created by User ID And Name
• Expense Report Created by User Name First
• Expense Report Created by User Name Full
• Expense Report Created by User Name Last
• Expense Report Created by User Name Middle
• Expense Report Created by User System ID
• Expense Report Created Date
• Expense Report Created DateTime
• Expense Report First Approved Date
• Expense Report First Approved DateTime
• Expense Report First Submitted Date
• Expense Report First Submitted DateTime
• Expense Report ID
• Expense Report Key
• Expense Report Name
• Expense Report Number
• Expense Report Payee Type
• Expense Report Payment Status
• Expense Report Purpose
• Expense Report Sent for Payment Date
• Expense Report Sent for Payment DateTime
• Expense Report Submitted by Delegate Count
• Expense Report Submitted by Delegate Flag
• Expense Report Submitted by User Email Address
• Expense Report Submitted by User ID
• Expense Report Submitted by User ID And Name
• Expense Report Submitted by User Name First
• Expense Report Submitted by User Name Full
• Expense Report Submitted by User Name Last
• Expense Report Submitted by User Name Middle
• Expense Report Submitted by User System ID
• Expense Report System Comments
• Expense Report Travel End Date
• Expense Report Travel Start Date
• Expense Report Traveler Type
• Expense Report Trip Purpose
• Expense Report Type
• Expense Report User Comments

UAT - Customer Service Reminder

Follow our Enhancement User Acceptance Testing (UAT) Steps