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Proper Use of Funds

2022-04-29

Completely updated guidance and content.

Update
Clearing of Aging Transactions

2022-04-20

Updated introductory paragraphs, including what to do after force clearing

Update
Organization Suspense Accounts (OSA) Clearing Deadlines

2022-03-30

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

Update
Managing Aging and Outstanding Expense Transactions

2022-03-25

Added link and screenshots of new Advances-Force Cleared OBI report

Update
Accounts Payable (AP) Default PTAs

2022-03-17

Added "force-cleared advances" to the list of typical transactions which post to AP Default PTAs

Update
Clearing of Aging Transactions

2022-03-13

Force Clearing timeline for Q2 of Fiscal Year 2022 added to page

Update
Organization Suspense Accounts (OSA) Clearing Deadlines

2022-03-11

Updated March 2022 OSA sweep deadline (extended to April 15).

Update
SmartMart Catalog Suppliers

2022-02-17

Updated SmartMart Contracts rollout date to March 15, 2022

Update
Excellence in Financial Stewardship | Issue 4

2022-02-10

This newsletter focuses on balancing risk and benefit considerations in determining the appropriate purchasing method.

Newsletter
Excellence in Financial Stewardship | Issue 3

2021-10-27

This third issue of the newsletter focuses on governance, roles and responsibilities with examples of the concepts applied to PCard and donor gift stewardship.

Newsletter