Finance Forum
Please see the Finance Forum Presentation from March 2019. This covered updates/points to note in various areas relating to FMS as well as some more general Finance updates including:
- Finance structure and new communication routes
- VAT
- Procurement Updates
- Research
- Training Update
The slides for the Reporting Workshop are also available. These primarily contain a list of some of the useful reports that were accessed during the workshop demo.
Finance Forum
Please see the Finance Forum Presentation from October to November Finance Forums. These covered updates/points to note in various areas relating to FMS as well as some more general Finance updates including:
- Procurement Updates
- Research
- Payroll & Pensions
- VAT
- Insurance
Year-end processing deadlines
FMS will be unavailable from 5pm on Monday 30 July, becoming available again by 9am on Wednesday 1 August.
More details can be found in the FMS Processing Deadlines.
App for tasks
This is a new facility that allows users to approve expenses & requisition tasks on their mobile.
The App has been piloted and the proposal is to now roll this out to users on request.
Any staff who are interested should request access in the normal way by sending their username to: financial-systems@strath.ac.uk.
See guidance on how to download and use the app (SharePoint login required).
Finance Forum
Please view the presentation from May Finance Forums, which covered updates/points to note in various areas including:
- Procurement Updates
- Overview of Finance Changes
- Finance Updates
- Apps for Tasks
- Finance Focus Group
Guidance for approvers
Please Guidance for Approvers including the following areas:
- Role and Responsibilities of the Sub-Project Manager
- Budget Statement Reports
- Approving FMS Tasks
- Substitutes
- Supervisors
- Who Approves different transactions
- Procurement Approval Roles, Thresholds and Notes
Alerts for approvers and new users
Alerts have been created. These will automatically be sent to new users and/or new approvers providing relevant links to the Knowledge Hub (for new users linking to Introduction to FMS and Training and for new approvers linking to the Approvers Guidance).
Reports – general
There have been various changes to reports including the addition of new subfolders to try to make it easier to find appropriate reports.
The List of FMS Web Reports has been updated to reflect the new sub folders along with various changes to specific reports some of which are noted below.
Reports - specific
Budget statement drill-down detail
A new report has been developed that provides all transaction information relating to a sub-project, including:
- budget
- transfers
- awaiting approval
- approved amount
- income and expenditure
This is contained in one report.
This removes the need to use all the separate drill-down reports to provide the details of the transactions. Note the new report doesn't include the budget balance.
This report is currently available to users with access to the Standard Dept Reports folder. Once further feedback has been received the report will be added to Your Reports. A short guide to the Budget Statement Drill Down Detail Report (pdf) (SharePoint login required) has been provided.
Purchase Card Report
There have been various changes to this report following the M6 upgrade. Previous versions have now all been removed. A short guide to the Purchase Card Report has been provided (pdf) (SharePoint login required).
Various reports relating to requisitions
There have been various changes to requisition-related reports. Reports under the Procurement tab will all be removed. Instead, users should select the relevant report under the Reports folder, Your Reports, Purchase Enquiries. A list of the reports which have been removed and their replacement report is included below:
Reports which have been removed and their replacement report.
| Original report | Replacement report | Notes |
|---|
| Your Purchases |
Not applicable. |
Not required. Instead, use Own Requisitions. Or, if information is required regarding payment, use Purchase Order Enquiry. |
|---|
| Own Requisitions |
Reports/Your Reports/Purchase Enquiries/Own Requisitions |
Lists all of the requisitions for the user. Note, that the first line of requisition text is included. To see the full requisition text use the linked report. Note that the Own Requisitions report under the Procurement tab will be removed. |
|---|
| All Requisitions |
Reports/Standard Dept Reports/Purchase Enquiries/All Requisitions |
Lists all requisitions for the cost centres you have access to. Only normally required by administrators in the department. Note the first line of requisition text is included. To see the full requisition text use the linked report. Note that the All Requisitions report under the Procurement tab will be removed. |
|---|
Review of Sub Projects to be closed
A new report (Annual Sub projects with balance =0) has been created and added to the Standard Dept Reports folder to assist administrators in identifying sub projects which should now be closed. The report shows sub projects where the balance remaining is 0 and where the sub project has not recently been set up. Administrators should review this report on a regular basis and particularly prior to the financial year end (31st July). Requests for closure of sub projects should be sent to the Finance Helpdesk.