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Updated with new OSA sweep fee of $35, effective FY24. Topic Overview: OSAs was similarly updated.

Updated OSA sweep deadline for FY24.

More informaiton regarding Wire Payment has been added

This newsletter, covers the risks and best practices with stewarding gifts using scenarios such as spending in accordance with the gift terms, when a donor’s gift is unspent, and navigating difficult and uncertain situations.

Updated OSA sweep deadline for transactions posted through 8/31/23.

Published new searchable OBI Financial Report Directory which offers the ability to search by key words for relevant reports.

The processing time for Invoice Processing is 6-7 days.

A revised version of "How To Release the Most Common Invoice Holds" has been added to Fingate as, "How To Release Invoice Holds"

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

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