These are the release notes for Cayuse Fund Manager updated September, 2020.
Navigation
- Application branding has been updated to reflect the new Cayuse look and feel, including the new application names, Fund Manager and Project Effort.
- Hyperlinks on the Fund Summary screen have been revised for easier navigation.
- A new navigation drop-down menu beneath Fund Manager now provides quick access to the following screens: Fund Summary, Fund Detail, Account Overview, Projections, and Task Manager.
- A new Fund Summary grid shows a financial summary all the funds that a user has access to. This table contains sortable columns for Fund, Fund Name, Budget Period, PI, Budget, Expense, Encumbrance, Projected, Actual Balance, Actual Remaining, Projected Balance, and Projected Remaining.
Codes
- Program values can no be set up through the Codes interface. This is available beneath Program codes.
- The Account code field has been renamed to Fund.
- Flex1 and Flex2 categories have been added within the Codes module.
Filter & Report
- The following chart string fields have been added to Filter and Report: Fund, Org (Trx Org), Program, Flex1, and Flex2. These can be found beneath the Fund tab.
- Cost Center has been moved to the Cost Center tab.
Other
- Within User Management, administrators can now link users to personal records.
- The following fields have been added to the Transaction Table, Copy Transaction, Edit Transaction, Add Transaction, and Transaction View: Fund, Org, Program, Flex1, and Flex2. Budget Control has also been added to the Transaction Table.
- Users can now only see transactions in Transaction Review that are within their security access.
- A Mark as Reviewed button has been added to the Transaction Review screen.
- Balance Tables now automatically update when a transaction change occurs.
- Users can now exclude revenue-type transactions from the Account Summary screen and drilldowns.
- A Projected column now displays on all drill downs and views.
- An Org unit column has been added to the Fund Review > Transaction Review and Fund Detail > Transactions screens.
- Within the Fund Summary grid, the projected section has been separated into Direct, F&A, and Total columns.