Expenditure Transaction Approval Checklistopen_in_new
2022-04-29
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Completely updated checklist to support approvers.
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update
Financial Transaction Approvalopen_in_new
2022-04-29
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Completely updated guidance and content.
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update
New Resources to Support Financial Approvers
2022-04-29
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A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.
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announcement
Clearing of Aging Transactionsopen_in_new
2022-04-20
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Updated introductory paragraphs, including what to do after force clearing
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update
Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
2022-03-30
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Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.
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update
Managing Aging and Outstanding Expense Transactionsopen_in_new
2022-03-25
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Added link and screenshots of new Advances-Force Cleared OBI report
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update
Accounts Payable (AP) Default PTAsopen_in_new
2022-03-17
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Added "force-cleared advances" to the list of typical transactions which post to AP Default PTAs
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update
OBI News: Winter 2022open_in_new
2022-03-14
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This issue includes: PLM report updates, managing your aging and force cleared transactions, deadline to take Financial Stewardship course, and more.
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newsletter
Clearing of Aging Transactionsopen_in_new
2022-03-13
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Force Clearing timeline for Q2 of Fiscal Year 2022 added to page
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update
Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
2022-03-11
Updated March 2022 OSA sweep deadline (extended to April 15).
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update