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Docfinity Migration

The Office of the Budget, in partnership with the Office of Administration, is continuing the upgrade to a new version of Docfinity.

What is happening?

Migration into the new version of Docfinity will begin on this Friday, October 26, 2018 at noon.  Access to images (invoices and travel receipts) uploaded before noon will be available throughout the day and Saturday.  Any new attachments after noon on Friday will not be viewable until Monday.

Project tasks will occur over the weekend with migration completed by Monday morning.   Users will experience some UI changes (annotations, feature location) but won't lose functionality.  This upgrade will move Docfinity to a web-based platform with no longer a software install on users computers.  SAP users will continue to access Docfinity images as they did before the change. Furthermore, cutover tasks will execute records retention transactions in Docfinity to apply the General Records Retention and Disposition Schedule to other documents further reducing costs. 

This change will affect the following images:

  • invoices;
  • contracts;
  • travel documentation; and
  • expenditure adjustment documentation.    

What do I need to do?

View the user guide link for changes that will be occurring.  The annotate and text search will display the same screen.  

In the days following migration, if you experience issues accessing Docfinity images that should be available via a link from SAP, please email OB will monitor the email account for reported issues and follow up as needed. 


New General Ledger

The New General Ledger is a pre-requisite for migrating to the next-generation SAP applications (such as S4). New General Ledger will replace Classic General Ledger and Special Purpose Ledger by incorporating the splitting and balancing functionality needed for generally accepted accounting principles (GAAP) into one document. Real-time financial integration with postings in controlling will be activated as well as the ability to have multiple ledgers for different accounting practices (GAAP and Fiscal).

Migration Date will be set as 07/01/2018. Classic General Ledger and Special Purpose Ledger will continue to be populated until activation of New General Ledger

Real-time financial integration will occur on 07/01/2018. Direct postings in Controlling (such as a cost allocation) will result in an associated Finance Document, ending the need for the overnight batch process to create the finance-controlling reconciliation document.

New General Ledger will be activated 11/11/2018. All documents posted between 07/01/2018 an 11/09/2018 will be migrated to the New General Ledger prior to activation

New General Ledger - Highlights

Migration to New GL - Overview



The Integrated Enterprise System (IES) is the Enterprise Resource Planning (ERP) system of the Commonwealth of Pennsylvania.

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