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Purpose and Use of Org Codes

2022-07-08

Updated with text from "Organization Hierarchy/PTA Owning Attribute Best Practice" on the need to assign all PTAs to lowest org.

Update
Other Financial Reports

2022-05-09

Publish new report Excise Tax.

Update
Purchase Capital Equipment

2022-02-23

Update Purchasing Capital Equipment section

Update
Order Capital Equipment through SmartMart Catalog Suppliers

2022-02-10

Updated "SmartMart" to "SmartMart Catalog Suppliers" on this How To

Update
Find Existing Expenditure Type Codes

2022-01-18

Updated instructions on accessing expenditure type listings.

Update
Expenditure Type and Object Code Updates

2022-01-04

Published new expenditure types and object codes for Jan. 3, 2022.

Update
Expenditure Type and Object Code Updates

2021-09-24

Published new expenditure types and object codes for September 2021.

Update
OBI Dashboard: Revenue and Fund Management (RFM)

2021-09-10

Added Launch buttons for each RFM report

Update
Capital Assets on OBI Expenditure and Fund Reports

2021-09-07

Changes applied to reflect the most recent changes in the OBI reports.

Update
Commitment Management System (CMS)

2021-03-26

The Commitment Management System (CMS) is a financial planning and forecasting tool for school and department staff.

Update