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Expenditure Transaction Approval Checklist

2022-04-29

Completely updated checklist to support approvers.

Update
Financial Transaction Approval

2022-04-29

Completely updated guidance and content.

Update
New Resources to Support Financial Approvers

2022-04-29

A new package of refreshed resources is available to approvers, who play a key role in the university's financial ecosystem.

Announcement
Organization Suspense Accounts (OSA) Clearing Deadlines

2022-03-30

Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.

Update
OBI News: Winter 2022

2022-03-14

This issue includes: PLM report updates, managing your aging and force cleared transactions, deadline to take Financial Stewardship course, and more.

Newsletter
Organization Suspense Accounts (OSA) Clearing Deadlines

2022-03-11

Updated March 2022 OSA sweep deadline (extended to April 15).

Update
Authority to Create Financial Transactions

2022-02-11

Updated "SmartMart" to "SmartMart Catalog Suppliers"

Update
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
Alcohol Purchase Authorization Form

2022-01-21

Updated Alcohol Purchase Authorization Form

Update
Tax Deduction Codes, Descriptions and Rates

2022-01-10

Updated with 2022 rates for Social Security and Short-Term Disability.

Update