Cost Transfer Approval Checklistopen_in_new
Completely updated checklist to support approvers.
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Expenditure Transaction Approval Checklistopen_in_new
Completely updated checklist to support approvers.
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Financial Transaction Approvalopen_in_new
Completely updated guidance and content.
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New Resources to Support Financial Approvers
A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.Announcement -
PTA Maintenance Enhancement Project
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s controls, data quality, and accuracy by by implementing two new slu
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s* controls, data quality, and accuracy by solving for current issues with two enhancements. The enhancements went live on...Announcement -
Turning Feedback Into Action
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 Deadlinesopen_in_new
Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.
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OBI News: Winter 2022open_in_new
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 Deadlinesopen_in_new
Updated March 2022 OSA sweep deadline (extended to April 15).
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Authority to Create Financial Transactionsopen_in_new
Updated "SmartMart" to "SmartMart Catalog Suppliers"
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