Annual Tax Form Distributionopen_in_new
2024-04-05
-
Updated service request links for payroll tax support for 592B and 1099-NEC documents.
collections_bookmark
update
Excellence in Financial Stewardship | Issue 10open_in_new
2024-04-02
-
This issue covers the shared and unique responsibilities in the business expense process, along with best practices and tools by role.
collections_bookmark
newsletter
Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-12-01
-
Updated with new OSA sweep fee of $35, effective FY24. Topic Overview: OSAs was similarly updated.
collections_bookmark
update
Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-10-16
-
Updated OSA sweep deadline for FY24.
collections_bookmark
update
Create Expense Report for SU Payeesopen_in_new
2023-10-16
-
Added new Expense Type Gift Card - Employee
collections_bookmark
update
Revenue Object Codes (46XXX)open_in_new
2023-08-10
-
Updated listing of 46XXX revenue object codes (updated Aug. 2, 2023)
collections_bookmark
update
Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
-
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.
collections_bookmark
newsletter
Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-06-20
-
Updated OSA sweep deadline for transactions posted through 8/31/23.
collections_bookmark
update
Create Expense Report for SU Payeesopen_in_new
2023-03-29
-
New Expense Types, "Ground Transportation" and "Parking Fees" added to How To Create Expense Report for SU Payees.
collections_bookmark
update
Searchable OBI Financial Reporting Directoryopen_in_new
2023-01-24
Published new searchable OBI Financial Report Directory which offers the ability to search by key words for relevant reports.
collections_bookmark
update