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Wiki moves to Controller's Office web page
Our WINGS Express Finance wiki moves from support.wright.edu/financewiki to the Controller's Office web page at www.wright.edu/controller. The web page format provides larger screenshots & permits for easier searching on the web. Links from WINGS Express Finance into the wiki will be updated during summer semester.
Chrome River system feeds to Finance starting March 2018
WSU goes live with the Chrome River system for procard charges as well as employee travel and reimbursement. As the phased roll-out by area occurs, you will notice:
- Procard charges stop posting on Journal Vouchers with PR prefix, and instead post with TJ% prefix as cardholders submit procard charges on Chrome River expense reports.
- Travel PreApprovals fed from Chrome River will encumber in Finance via TN% Journal Vouchers, with encumbrances that start with TR%. The transaction description will display traveler name with some trip details.
- Employee expense reimbursements fed from Chrome River will post as IR% invoices, instead of the current IT% invoices created from paper travel expense reports.
All employees will have access to the Chrome River system. For more details about Chrome River, please see the link on the Controller's Office web page.
Available Balance Checking Updates
Since our initial conversion to Banner in July 2005, we have had the Available Balance calculation set to Warning. These warning messages appeared for Journal Vouchers, WrightBuy Requisitions (on the History tab), & other Finance documents.
Starting in calendar 2017, Purchasing began manually reviewing the Warning messages on WrightBuy requisitions and returning/rejecting those for unrestricted funds.
Beginning in July 2017 (fiscal year 2018), the settings will be changed so that:
- Instead of a Warning message for all Finance docs, an Error will occur for funds 190000, 190001, 190002, and various 4xxxxx for Requisitions & Purchase Orders only when there are not sufficient funds in the account pool involved in the purchase. (In WrightBuy, the Requisition will automatically reject in the first workflow step & will not continue on through approvals.)
- Messages will no longer appear for Journal Vouchers or Invoices for any funds.
- The Query Budget > Pending Documents list will only include Requisitions & Purchase Orders (not Journal Vouchers, Invoices, etc). Journal Vouchers, Invoices, etc will need to be posted in order to update the Available Balance. Since Reqs & POs are created in WrightBuy, we don't expect many docs to appear in the Pending list going forward in FY18. For additional details, please see Chapter 5: Financial Data Queries, Viewing Pending Documents
Cost-recovery account codes (e.g. 737930) will be pulled out into separate account pools so that any credits do not impact the other account codes in the related pool (e.g. supplies).
The Expense and Transfer Account pdf file in the Documents section of this wiki is now updated.
Balance Available Report Enhanced & rewritten in Grails
A new "Updated" report link was added on the Finance menu page in June. The new version provides more functionality for both the fund-org list as well as the output reports. Please see the Balance Available Report section of Chapter 6 Available Balance, scrolling down to the UPDATED section, for details. The older non-Grails report will be retained for a couple of months & then removed.
New Chapter 13 for Uploads
A new Chapter 13 Uploads is now added for details about uploading data into Banner.
WINGS Express Finance Menu to 1-page layout
For ease in navigating, the WINGS Express Finance menu goes from 2-pages to 1-page, links are grouped by general category, and WrightBuy access is now single signon. Note that any links appearing in the Targeted Services section at the bottom left are links requiring separate access rights, so the links in this section won't appear the same for all users.
General Ledger Report Updated
The GL Report is updated to provide more flexible input parameters, drill-down to underlying documents, export to Excel, and enhanced performance as it now runs against our Operational Data Store (ODS). For additional details, please see Chapter 9 General Ledger Report.
System Enhancement to Improve Performance
WSU's December upgrade to Oracle 12c in December provided a new tool to enhance performance. Some of our largest Finance data tables (fgbtrnd, fgbtrnh, ftvfund, fgbopal) were placed in "memory" status in Feb to improve query performance.
Disapproved Journal Vouchers removed on 3rd weekday
In order to provide more accurate Available Balances, Journal Vouchers with rule codes BT2, BT4, J16 which have been disapproved are now removed in the evening of the 3rd weekday they are in disapproved/incomplete status. Once it is removed, the JV itself can no longer be viewed but the View Document > Approval History remains which displays the approver/disapprover actions.
Updates from this time period can be viewed in the PDF archive file linked below.