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Excellence in Financial Stewardship | Issue 4

2022-02-10

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

Newsletter
OBI Dashboard: Revenue and Fund Management (RFM)

2021-09-10

Added Launch buttons for each RFM report

Update
Excellence in Financial Stewardship | Issue 2

2021-06-09

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

Newsletter
Commitment Management System (CMS)

2021-03-26

The Commitment Management System (CMS) is a financial planning and forecasting tool for school and department staff.

Update
Excellence in Financial Stewardship | Issue 1

2021-02-24

This debut issue of a new quarterly newsletter provides the financial community with resources and practices to support them in their role and toward the university's broader pursuit of excellence in financial stewardship.

Newsletter
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