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OBI News: Summer 2023

2023-06-28

In this issue: Updated P2P Dashboard At a Glance Report, July 14 drop-in OBI Open Lab, July 31 aging transactions reminder, and more.

Newsletter
Excellence in Financial Stewardship | Issue 8

2023-06-22

This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.

Newsletter
Clearing of Organization Suspense Accounts (OSA)

2023-06-20

Updated OSA sweep deadline for transactions posted through 8/31/23.

Update
Create Expense Report for SU Payees

2023-03-29

New Expense Types, "Ground Transportation" and "Parking Fees" added to How To Create Expense Report for SU Payees.

Update
OBI News: Winter 2022-23

2023-01-31

This issue introduces many new resources, including the PO and Related AP Invoices Report, PCard Efficacy Dashboard, combined CER and RFM ad hoc area, and more.

Newsletter