OBI News: Winter 2022-23open_in_new
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.
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Financial Transaction Approvalopen_in_new
Updated self approval limit for purchase requisition
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Bank Accounts and Servicesopen_in_new
Clarification on the transfer of funds as well as management of bank accounts
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Excellence in Financial Stewardship | Issue 6open_in_new
This newsletter focuses on working with suppliers in the "new normal," and includes best practices when selecting, onboarding and managing the relationship.Newsletter -
OBI News: Fall 2022open_in_new
In this issue: New reporting tools to manage aging and force cleared transactions, updated SU Credit Card Custodian report, Oct. 12 webinar: Salary, Fringe, and Indirect Cost by Employee report, and more.Newsletter -
Create Expense Report for SU Payeesopen_in_new
Information about eReceeipts has been added to How to Create Expense Report for SU Payees
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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: 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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