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OBI Dashboard: Force Clear Metrics (FCM)

2022-09-23

update links on home page

Update
Create Expense Report for SU Payees

2022-07-13

Information about eReceeipts has been added to How to Create Expense Report for SU Payees

Update
Managing Aging and Outstanding Expense Transactions

2022-07-01

Four OBI screenshots removed from this page

Update
Excellence in Financial Stewardship | Issue 5

2022-06-28

This issue focuses on the role of financial approvers, features real stories of approvers who made significant impact, and offers a new toolkit of resources to support approvers.

Newsletter
Clearing of Aging Transactions

2022-06-21

Timeline for Q3 FY22 added to page

Update
Clearing of Organization Suspense Accounts (OSA)

2022-06-08

Updated last FY22 OSA clearing deadline for payroll transactions posted to OSAs through 8/31/2022 (previously listed as TBD).

Update
Donor Gifts

2022-05-13

Added new excise tax report information

Update
Other Financial Reports

2022-05-09

Publish new report Excise Tax.

Update
Cost Transfer Approval Checklist

2022-04-29

Completely updated checklist to support approvers.

Update
Proper Use of Funds

2022-04-29

Completely updated guidance and content.

Update