Cost Transfer Approval Checklistopen_in_new
Completely updated checklist to support approvers.
Completely updated checklist to support approvers.
Completely updated checklist to support approvers.
Completely updated guidance and content.
Updated introductory paragraphs, including what to do after force clearing
Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.
Added link and screenshots of new Advances-Force Cleared OBI report
Added "force-cleared advances" to the list of typical transactions which post to AP Default PTAs
Topics include: PLM report updates, managing your aging and force cleared transactions, deadline to take Financial Stewardship course, and more.