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November and December 2023 updates: One new expenditure type, two new object codes, and two changes to existing object codes.

Two new object codes, one new financial statement line, and two changes to existing object codes (see second to last section).

Updated text for 52210 - Employee Gifts and 52240 - Employee Morale

Clarified expenditure type use for the purpose of a business meal or employee morale meal.

Financial Management Services (FMS) has partnered with University IT (UIT) on an enhancement project to streamline, standardize, and automate the capital projects closeout and cancellation process by adding new functionality to PTA Manager. PTA Manager is a system in Oracle Financials that enables... Announcing the new PTAC Closeout functionality to PTA Manager.

More informaiton regarding Wire Payment has been added

Updated: Changes to Existing Expenditure Types and Object Codes for September 2023.

Effective July 31, 2023, a streamlined process and tools will make it easier to receive Will Call check payments for purchase order invoices and Expense Requests transactions. About the new process After a Will Call payment is requested for an Expense Requests transaction or a purchase order invoice...

Updated: "New Object Codes" and "Changes to Existing Expenditure Types/Object Codes" sections.

Enhanced the Adding New Gifts to Existing Awards section and best practices for handling gifts.