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Donor Gifts

2022-05-13

Added new excise tax report information

Update
Other Financial Reports

2022-05-09

Publish new report Excise Tax.

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
New Resources to Support Financial Approvers

2022-04-29

A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.

Announcement
Proper Use of Funds

2022-04-29

Completely updated guidance and content.

Update
Clearing of Aging Transactions

2022-04-20

Updated introductory paragraphs, including what to do after force clearing

Update
Turning Feedback Into Action

2022-03-31

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.

Announcement
Organization Suspense Accounts (OSA) Clearing Deadlines

2022-03-30

Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.

Update