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Excellence in Financial Stewardship | Issue 5open_in_new
This issue focuses on the role of financial approvers, features real stories of approvers who made significant impact, and offers a new toolkit of resources to support approvers.Newsletter -
OBI News: Summer 2022open_in_new
In this issue: Expense Request Efficacy Dashboard, Open Lab success story, OBI Financial Survey results, and more.
Illuminating solutions with the Expense Request Efficacy Dashboard, an OBI Open Lab success story, OBI Financial Survey results, and more.Newsletter -
Clearing of Organization Suspense Accounts (OSA)open_in_new
Updated last FY22 OSA clearing deadline for payroll transactions posted to OSAs through 8/31/2022 (previously listed as TBD).
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Cost Transfer Approval Checklistopen_in_new
Completely updated checklist to support approvers.
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Expenditure Transaction Approval Checklistopen_in_new
Completely updated checklist to support approvers.
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Financial Transaction Approvalopen_in_new
Completely updated guidance and content.
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Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.
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OBI News: Winter 2022open_in_new
Topics include: PLM report updates, managing your aging and force cleared transactions, deadline to take Financial Stewardship course, and more.
This issue includes: PLM report updates, managing your aging and force cleared transactions, deadline to take Financial Stewardship course, and more.Newsletter -
Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
Updated March 2022 OSA sweep deadline (extended to April 15).
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