Welcome to OMNI Financials 9.0!

We successfully completed the upgrade from Financials 8.9 to 9.0 and went live as planned on April 6, 2009. We appreciate everyone’s assistance and patience during the upgrade. From a user-perspective, changes are minimal and do not require additional training, though job aids have been updated as needed. Some of the new features of 9.0 are outlined below.

Accounts Payable:

• Related Documents Tab – The voucher now has a tab that will allow you to view all documents in OMNI related to the voucher, including POs, receipts, and checks. The new tab also allows you to drill down to the source document in OMNI.

• Payment Terms - All vouchers will default to NET 1. Therefore, you will no longer have to manually change the payment terms from NET 30 to NET 1.

• Voucher Addressing - When the remit address is selected, the invoice tab address and the payment tab address no longer have to match. The address on the Payment tab is the address that will appear on the check. You will no longer get the error message that the voucher and payment vendor addresses are not the same. THIS CHANGE MAKES IT EVEN MORE IMPORTANT FOR YOU TO PAY CLOSE ATTENTION TO THE ADDRESSES BEING USED FROM THE INVOICE.

• Copy Down Function – On the distribution line, you have the option to select a “Copy Down” box; this will cause any new line added to the distribution line to have the same chartfield information. This does not apply to the invoice lines. OMNI will automatically calculate the difference between your distribution line amount and the invoice line extended amount. This difference will automatically populate the amount on the new distribution line.

Travel:

• Bar Code - An enhancement in OMNI 9.0 in the Travel and Expense module is a bar coded Expense Receipt Header Page. Place travel receipts and other necessary travel items such as agendas on these bar coded sheets and RightFax to Hummingbird at 850-645-9501, as you did with the old header sheet. The barcode will allow for automatic indexing of Expense Report receipts in the near future.

Purchasing:

• Copy From – This feature allows you to create a new requisition by making a copy of an older requisition.
• History – History is maintained in the approval path when the requisition is returned to a department for corrections, etc.

OBI Reporting:

• Along with the Financials 9.0 upgrade, OBI was also upgraded. You should no longer have to sign in to OMNI and then sign in again to OBI. At last – single sign-on!