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OBI News: Fall 2022

2022-09-27

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
Issuing Refunds to Credit and Debit Cards

2022-09-14

Updated refund guidance for schools and departments that take credit card payments

Update
Maintain Approval Authority: Take the Approving Financial Transactions Course

2022-09-01

Beginning October 2022, the FIN-PROG-103 course will be required for all existing requisition, expense journal and labor distribution approvers, and will require a refresh every two years.

Announcement
Create Expense Report for SU Payees

2022-07-13

Information about eReceeipts has been added to How to Create Expense Report for SU Payees

Update
Excellence in Financial Stewardship | Issue 5

2022-06-28

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 2022

2022-06-14

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)

2022-06-08

Updated last FY22 OSA clearing deadline for payroll transactions posted to OSAs through 8/31/2022 (previously listed as TBD).

Update
Cost Transfer Approval Checklist

2022-04-29

Completely updated checklist to support approvers.

Update
Expenditure Transaction Approval Checklist

2022-04-29

Completely updated checklist to support approvers.

Update
Financial Transaction Approval

2022-04-29

Completely updated guidance and content.

Update

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OBI News: Fall 2022

Issuing Refunds to Credit and Debit Cards

Maintain Approval Authority: Take the Approving Financial Transactions Course

Create Expense Report for SU Payees

Excellence in Financial Stewardship | Issue 5

OBI News: Summer 2022

Clearing of Organization Suspense Accounts (OSA)

Cost Transfer Approval Checklist

Expenditure Transaction Approval Checklist

Financial Transaction Approval