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OBI News: Fall 2022

2022-09-27

In this issue: New reporting tools to manage aging and force cleared transactions, updated SU Credit Card Custodian report, Oct. 12 webinar: Salary, Fringe, and Indirect Cost by Employee report, and more.

Newsletter
Maintain Approval Authority: Take the Approving Financial Transactions Course

2022-09-01

Beginning October 2022, the FIN-PROG-103 course will be required for all existing requisition, expense journal and labor distribution approvers, and will require a refresh every two years.

Announcement
Create Expense Report for SU Payees

2022-07-13

Information about eReceeipts has been added to How to Create Expense Report for SU Payees

Update
New OBI Report: Salary, Fringe, and Indirect Cost by Employee

2022-07-11

Developed in response to 2021 OBI Financial Reporting survey feedback, a new report is now available in the OBI PLM dashboard that provides better answers to payroll reporting questions. The new report shows salary, fringe benefits, and indirect costs attributable by employee for both actuals and...

Announcement
Managing Aging and Outstanding Expense Transactions

2022-07-01

Four OBI screenshots removed from this page

Update
Excellence in Financial Stewardship | Issue 5

2022-06-28

This issue focuses on the role of financial approvers, features real stories of approvers who made significant impact, and offers a new toolkit of resources to support approvers.

Newsletter
Clearing of Aging Transactions

2022-06-21

Timeline for Q3 FY22 added to page

Update
OBI News: Summer 2022

2022-06-14

In this issue: Illuminating solutions with the Expense Request Efficacy Dashboard, an OBI Open Lab success story, OBI Financial Survey results, and more.

Newsletter
Clearing of Organization Suspense Accounts (OSA)

2022-06-08

Updated last FY22 OSA clearing deadline for payroll transactions posted to OSAs through 8/31/2022 (previously listed as TBD).

Update
Cost Transfer Approval Checklist

2022-04-29

Completely updated checklist to support approvers.

Update

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OBI News: Fall 2022

Maintain Approval Authority: Take the Approving Financial Transactions Course

Create Expense Report for SU Payees

New OBI Report: Salary, Fringe, and Indirect Cost by Employee

Managing Aging and Outstanding Expense Transactions

Excellence in Financial Stewardship | Issue 5

Clearing of Aging Transactions

OBI News: Summer 2022

Clearing of Organization Suspense Accounts (OSA)

Cost Transfer Approval Checklist