Workday Integration
Path: Admin > Workday
A new Workday integration for Account Validation and General Ledger Posting is now available. More integrations will follow in the future. This is an additional module.
If you are a Workday client, this assures you can automate the process to save you time.
This module helps you automatically reconcile between the WebTMA GL and the Workday ledger.
Please contact your account manager for details on acquiring this new module.
Update Owner Button Added to Find Window
Specific users now have the option to change ownership of existing queries for any window.
If the logged in user is the original creator (Owner) or someone who is assigned an Admin Role, they can see and use the Update Owner button.
- Click the Show the Search Panel button on the navigation panel.
- Select an existing query.
- Click the Update Owner button on the panel.
- Select the new owner.
- Click Save.
Note: Admin Roles are assigned in User Management, and the Update Owner button is only visible after you select a query.
In many cases, the original Owner is no longer employed by your organization. This button is an easy way to allow an Admin to make changes to queries if needed.
Requestor Connections Added in SRP
Path: Admin > Form Attributes > Service Request Portal–Forms
In the Service Request Portal, you can now manually connect the Requestor Email and/or Requestor Phone to the Requestor Name block. In addition, the Requestor Name or the Requestor block can be connected to the Department.
Previously, the blocks did not accept these connections.
In addition, a new Requestor Set block has been added. This block has the Requestor Name, Requestor Email, and Requestor Phone connections pre-populated.