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  • WalkMe: A New Interactive Learning Solution to Benefit Financial System Users

    In response to a recent Financial Management Services (FMS) Learner Needs Analysis and iProcurement usability feedback from our 2021 Client Satisfaction Survey, FMS recognizes the need for “just in time” training for our user community. To that end, the FMS Financial Learning Solutions team will...
    Announcement
  • Purchasing and Contracts Updates and Hot Topics

    The Procurement Services department within Financial Management Services is committed to purchasing practices and policies that are compliant, responsible and appropriately support the university's goals and mission. Accordingly, those who are making purchases on behalf of or doing business with the...
    Announcement
  • New OBI Report: Salary, Fringe, and Indirect Cost by Employee

    Developed in response to 2021 OBI Financial Reporting survey feedback, a new report is now available in the OBI PLM dashboard that provides better answers to payroll reporting questions. The new report shows salary, fringe benefits, and indirect costs attributable by employee for both actuals and...
    Announcement
  • Year-End Close (YEC)

    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
  • Turning Feedback Into Action

    FMS uses the Client Satisfaction Survey to gather feedback from faculty and staff that fuels action plans for continuous improvements. This article covers the latest on those projects.
    Announcement
  • Continuous Improvements to Fingate

    FMS is continuously working to improve the Fingate user experience. Planned and completed changes range from search improvements, navigation updates and content revisions. Learn more about recent and upcoming changes on this news page.
    Announcement
  • Improvements to PCard and TCard Application and Maintenance Launched February 14

    On February 14, Financial Management Services improved how Purchasing Cards (PCards) and Travel Cards (TCards) are requested and managed. These changes make the application process more efficient and user-friendly. The changes also provide more guidance on managing spending limits, which strengthens...
    Announcement
  • PCard: Purpose and Recently Clarified Guidance

    The Purchasing Card (PCard) is a university-issued, university-liability credit card created to offer an expedient way of purchasing items that are needed right away or, like food or other small dollar occasional business purchases, are not available through Amazon Business or SmartMart Catalog...
    Announcement