This document provides installation information and resolved issues for TeamConnect Financial Management 4.0 Update 1.
System Requirements
To install TeamConnect Financial Management 4.0 Update 1, you must be running TeamConnect Enterprise 4.0.
TeamConnect Financial Management 4.0 is compatible with the following optional TeamConnect products:
•TeamConnect Legal Matter Management 4.0 or later
•Collaborati Spend Management 4.0
Installation
You must have admin rights to install this product.
To install TeamConnect Financial Management 4.0 Update 1
1.In TeamConnect, click the Admin tab, and then click the Admin Settings sub-tab link.
2.In the left pane, click the About link.
3.In the Available Updates section, click Show Updates Available for Installed Products.
4.Locate TeamConnect Financial Management 4.0 Update 1.
5.Click Install Now.
6.If the installation is successful, restart TeamConnect.
Note: If the installation is not successful, TeamConnect Financial Management 4.0 Update 1 does not appear as an Installed Product.
New in TeamConnect Financial Management
This section contains specific information about new features and functions in TeamConnect Financial Management.
Budget Settings
The following fields are new to the Budgets Settings page:
•Force Use of Vendor Roles
•Enable Posting Without a Budget
•Enable Cost Center Allocation on Invoices
See Budget Settings - General Page Field Descriptions for more information.
Cost Center Migration Tool
You can now convert cost centers from previous versions to cost centers in the current version of Financial Management using this tool. See Using the Cost Center Migration Tool for more information.
Wizards
Use the following fields on the Wizards tab of a custom object to display one wizard after a user completes another wizard:
•Object Definition
•Wizard
See Defining Page Transition Logic for more information.
Changes in TeamConnect Financial Management
This section contains specific information about changes in TeamConnect Financial Management.
The Enable Accrual Reversals field on the Budgets Settings page is now a section with options for the Accrual Reversal Settings. See Budget Settings - General Page Field Descriptions for more information.
Resolved Issues
This section describes the issues that are resolved in the TeamConnect Financial Management 4.0 Update 1 release. Each resolved issue is documented in the following format:
•A description of the issue
•Internal tracking code
•Salesforce case number, if applicable
•The patch the issue was originally fixed in, if applicable
Issue: Vendors did not display in alphabetical order in steps 2 and 3 of the Account Creation Wizard.
Tracking code: INTTEST-1465
Issue: The Outside Counsel header in the Matter Budget section of the Budgets screen was changed to Vendor.
Tracking code: INTTEST-2287
Issue: Instance of Budget Settings object was not saved after installing Financial Management.
Tracking code: INTTEST-3420
Issue: You could not edit budgets or add fiscal years with an existing template after converting data.
Tracking code: INTTEST-4794
Issue: The error message text was clarified in cases where you attempted to post to an account for an amount greater than was allocated.
Tracking code: INTTEST-3758
Issue: The fields in the Budget Summary section of the Budgets screen were updated for consistency.
Tracking code: INTTEST-3794
Issue: Historical Cost Center data is now displayed on the Invoice Cost Centers screen.
Tracking code: INTTEST-3943
Issue: The error log did not contain useful information when the Budget Creation Tool failed to add a fiscal year.
Tracking code: INTTEST-4042
Issue: The Budget Template selection was not saved when you navigated backwards in the Budget Creation Wizard.
Tracking code: INTTEST-4143
Issue: Vendor Selection options displayed when they shouldn't when editing a budget with multiple fiscal years.
Tracking code: INTTEST-4203
Issue: The Budget Start Date was not set properly during the budget migration process.
Tracking code: INTTEST-4777
