This document details the upgrade information, new features, resolved issues, and known issues that are included in Financial Management 4.0 Update 3.

1System Requirements

To install TeamConnect Financial Management 4.0 Update 3, you must be running TeamConnect Enterprise 4.0 Update 5.

 

TeamConnect Financial Management 4.0 Update 3 is compatible with the following optional

 

TeamConnect products:

 

•TeamConnect Legal Matter Management 4.0 or later

 

•Collaborati Spend Management 4.0 or later

2Changes and Enhancements

The following items are changes or enhancements built into Financial Management 4.0 Update 3:

 

Issue: Budget accounts can be auto-created based on conditions set by an admin.

Tracking code: TDBE-2089

 

Issue: TeamConnect admins can restrict users or groups to a certain set of budget templates.

Tracking code: TDBE-2098

 

Issue: Cost Center allocations can be edited at the invoice level.

Tracking code: TDBE-2107

3Resolved Issues

This section describes the issues that are resolved in the Financial Management 4.0 Update 3 release. Each resolved issue is documented in the following format:

•A description of the issue

•Internal tracking code

•Salesforce case number, if applicable

 

Issue: Cost Center Conversion tool failed to convert values in ACTIONIIDString custom field.

Tracking code: SUPPORTPRI-10684

Originally fixed in: Financial Management 4.0 Update 2 Patch 1

 

Issue: Budgets with settlement accounts were unable to be edited after conversion via account conversion tool.

Tracking code: SUPPORTPRI-11719

Originally fixed in: Financial Management 4.0 Update 2 Patch 2

 

Issue: Users were unable to change date formatting due to system settings overruling their user settings.  

Error message thrown when users without necessary rights attempted to view and create budgets    was unclear.

Tracking code: SUPPORTPRI-11814, SUPPORTPRI-11816

Originally fixed in: Financial Management 4.0 Update 2 Patch 3