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November 2024 changes to 24 existing expenditure types and object codes: long descriptions added; ET 52455 title change

Added the descriptions of the journal justification fields that should contain the WHO, WHAT, WHERE, WHY, WHEN information.

FY25 OSA sweep deadlines published.

August 2024 updates: Changes to 18 existing object codes (13 capital asset codes; 5 tax payable codes)

This issue covers the importance of fiscal year-end close activities and how the information is used, as well as best practices for fund transfers.

July 2024: New expenditure type and change to existing expenditure type.

Clarified fund transfers (from one PTA to another) and expense transfers (from wrong PTA to correct one).

This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.

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

This second issue of the newsletter focuses on best practices in purchasing goods and services and processing donor gifts.