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Updated with new OSA sweep fee of $35, effective FY24. Topic Overview: OSAs was similarly updated.

This newsletter focuses on general tax compliance considerations and provides a framework for paying individuals, and then dives deeper into several unique higher education activities that we manage.

In this issue: The new RFM Projected Budget Variance Report, drop-in OBI ad hoc training, and more.

Updated OSA sweep deadline for FY24.

Added new Expense Type Gift Card - Employee

Added information on property tax exemption and tax-exempt bond financing.

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

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.

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

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