This document details the upgrade information, new features, resolved issues, and known issues that are included in Financial Management 4.0.5.

1System Requirements

To install TeamConnect Financial Management 4.0.5, you must be running TeamConnect Enterprise 4.0.9 or later.

 

TeamConnect Financial Management 4.0.5 is compatible with the following optional

 

TeamConnect products:

 

•TeamConnect Legal Matter Management 4.0 or later

 

•Collaborati Spend Management 4.0 or later

 

 

User utilizing line item non-US taxes should contact Mitratech support regarding their upgrade.

 

Note: Any changes to the 14 Budget Screen Custom Java Blocks (CJBs) must be applied not only to the screens used by the Module Setup Tool to add budgets to custom objects, but also to any custom objects that have already had budgets added to them.

 

The following items are known issues and limitations:

 

Users must have the "View Object Definitions conditions" system right to utilize the Automatic Account Creation Template Mapping and Automatic Enforcement Template Mapping blocks in the Budget Settings Template tab.

This section describes the issues that are resolved in the Financial Management 4.0.5 release. Each resolved issue is documented in the following format:

•A description of the issue

•Internal tracking code

•Salesforce case number, if applicable

 

Issue: Line item level Non-US taxes did not post to accounts.

Tracking code: SUPPORTPRI-14934

 

Issue: Budget screens did not render if Contact record name had quotes in it.

Tracking code: SUPPORTPRI-15193

Case number: 2015-0929-205520

 

Issue: Allocated FEES/EXPS accounts did not contain necessary naming conventions and therefore appeared to be duplicates.

Tracking code: SUPPORTPRI-15549

Case number: 2015-1016-208700