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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
Fraud Prevention

2022-03-24

Credit card fraud prevention options expanded

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
Bank Accounts and Services

2021-05-28

New service form links added to process Cash Management, Bank Account Changes, Mobile Deposit Access, and Claim Funds requests.

Update
Expenditure Type and Object Code Updates

2021-02-22

New Expenditure Types

Update
Organizational Hierarchy and PTA Owning Attributes Best Practices

2021-01-11

Major update enhancing guidance to cover a wide range of situations and considerations.

Update