November 17 - FTR Enhancements GO LIVE!

Thursday, November 9, 2017

Your Enhanced FTR ‘Experience’ Starts Friday, November 17!

The Controller’s Office is pleased to announce the release of several enhancements to the Financial Transaction Request (FTR) forms, made possible by the recent Imaging and Workflow upgrade from Java-based Perceptive Content to the new web-based version called ‘Experience.’  

What’s changing?

Please refer to the initial October 6 communication, which details most of the changes (e.g., easier viewing across multiple devices, no more browser restrictions for approving tasks, front-end validation, a name lookup feature, additional department approver option, and direct feedback upon rejection via approver comments). In addition,

  • An enhancement has been added to allow the preparer to ‘Save As Draft’ any document they are working on before validation and access it for later edits using the ‘Recall Document’ feature.  

Note: Saved drafts will expire after 90 days.

  • Once the ‘Submit’ option is selected, validation occurs, and any errors will appear on the screen, not allowing the preparer to submit until resolved.  

  • The ‘Recall Document’ feature will recall any previous draft or submission and replaces the current ‘Template Number’ recall feature.  

  • The ‘Recall Document’ feature will pre-populate the form based on the document you select from a list of  ‘My Documents.' You also have the option to search for and recall documents prepared by other users.  

Note:  the primary differentiator when choosing a document will be the text captured from the ‘Explanation’ field. Therefore, be sure to provide a clear explanation for easy recall.  The ‘Recall Document’ feature will only list the latest 250 documents created.

Resources

Please email FTR questions related to journal entries, interdepartmental invoices, and payment book receipts to GeneralAccounting@uncc.edu.