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The Office of the Treasurer (OOT) within Financial Management Services (FMS) is supporting improvements to how cash and checks are deposited and developing enhancements that are being rolled out across the university. These changes primarily affected CASHNet processes used by the campus community... This project involves identifying and implementing system and/or process solutions for all deposit streams currently relying on the CASHNet system.

FMS is continuously working to improve the Fingate user experience. Planned and completed changes range from search improvements, navigation updates and content revisions. Learn more about recent and upcoming changes on this news page.

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.

FMS uses the Client Satisfaction Survey to gather feedback from faculty and staff that fuels action plans for continuous improvements. This article covers the latest on those projects.

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.

Updated self approval limit for purchase requisition