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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
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
Fraud Prevention

2022-03-24

Credit card fraud prevention options expanded

Update
Accepting Credit and Debit Card Payments

2022-03-14

Encrypted keypad and vendors for Stripe and CVent added to Approved Service Providers

Update
OBI News: Winter 2022

2022-03-14

This issue includes: PLM report updates, managing your aging and force cleared transactions, deadline to take Financial Stewardship course, and more.

Newsletter
Organization Suspense Accounts (OSA) Clearing Deadlines

2022-03-11

Updated March 2022 OSA sweep deadline (extended to April 15).

Update
Authority to Create Financial Transactions

2022-02-11

Updated "SmartMart" to "SmartMart Catalog Suppliers"

Update
Excellence in Financial Stewardship | Issue 4

2022-02-10

This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.

Newsletter