Excellence in Financial Stewardship | Issue 10open_in_new
2024-04-02
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This issue covers the shared and unique responsibilities in the business expense process, along with best practices and tools by role.
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Merchant Services Programopen_in_new
2024-03-26
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Updated assigned role names and descriptions for managing a Stanford merchant account
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OBI News: Spring 2024open_in_new
2024-03-07
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In this issue: New sections in CER Expenditure Balance Report, new drill in ERR Dashboard, and OBI performance improvements.
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Merchant Services Programopen_in_new
2024-01-31
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Updated Merchant Account User Agreement to establish a new merchant account for a department.
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Stripe Payment Solutionsopen_in_new
2024-01-30
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Updated section on Stripe costs and Merchant Services fees.
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Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-12-01
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Updated with new OSA sweep fee of $35, effective FY24. Topic Overview: OSAs was similarly updated.
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Excellence in Financial Stewardship | Issue 9open_in_new
2023-11-16
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This newsletter focuses on general tax compliance considerations and provides a framework for paying individuals, and then dives deeper into several unique higher education activities that we manage.
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OBI News: Fall 2023open_in_new
2023-10-19
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In this issue: The new RFM Projected Budget Variance Report, drop-in OBI ad hoc training, and more.
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Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-10-16
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Updated OSA sweep deadline for FY24.
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update
Create Expense Report for SU Payeesopen_in_new
2023-10-16
Added new Expense Type Gift Card - Employee
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