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Issuing Refunds to Credit and Debit Cards

2022-09-14

Updated refund guidance for schools and departments that take credit card payments

Update
Purpose and Use of Org Codes

2022-07-08

Updated with text from "Organization Hierarchy/PTA Owning Attribute Best Practice" on the need to assign all PTAs to lowest org.

Update
Accepting Credit and Debit Card Payments

2022-03-14

Encrypted keypad and vendors for Stripe and CVent added to Approved Service Providers

Update
E-Commerce Merchants

2021-11-03

Changed Merchant Services payment gateway service to a direct relationship with Cybersource.

Update
OBI Dashboard: Revenue and Fund Management (RFM)

2021-09-10

Added Launch buttons for each RFM report

Update
Organizational Hierarchy and PTA Owning Attributes Best Practices

2021-01-11

Major update enhancing guidance to cover a wide range of situations and considerations.

Update
Request New or Change Existing Org Codes

2020-09-18

FY21 timeline posted for requesting new or changes to existing org codes

Update