OBI News: Summer 2023open_in_new
In this issue: Updated P2P Dashboard At a Glance Report, July 14 drop-in OBI Open Lab, July 31 aging transactions reminder, and more.
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Excellence in Financial Stewardship | Issue 8open_in_new
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.Newsletter -
Clearing of Organization Suspense Accounts (OSA)open_in_new
Updated OSA sweep deadline for transactions posted through 8/31/23.
Update -
Year-End Close: 2023 Reminders and Deadlines
It's that time of year again! The year-end close (YEC) process of recording and reporting expenses from September through August gives a snapshot of the university's transactional activity each fiscal year. For an in-depth look at the process, review Topic Overview: Year-End Close. Schedules and...Announcement -
New Streamlined Travel Booking Exception Process
Effective immediately, Global Risk will directly manage the travel booking exception request process in order to support travelers and include the itinerary in the university travel registry.Announcement -
Business and Travel Expense Policiesopen_in_new
Reorganized Exemptions section into a table
Update
