Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-12-01
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Updated with new OSA sweep fee of $35, effective FY24. Topic Overview: OSAs was similarly updated.
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update
Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-10-16
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Updated OSA sweep deadline for FY24.
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update
Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
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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.
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newsletter
Clearing of Organization Suspense Accounts (OSA)open_in_new
2023-06-20
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Updated OSA sweep deadline for transactions posted through 8/31/23.
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Year-End Close: 2023 Reminders and Deadlines
2023-05-31
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It's that time of year again! The year-end close (YEC) process of recording and reporting expenses from September through August gives a snapshot of the university's transactional activity each fiscal year. For an in-depth look at the process, review Topic Overview: Year-End Close. Schedules and...
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announcement
Turning Feedback Into Action
2023-02-01
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FMS uses the Client Satisfaction Survey to gather feedback from faculty and staff that fuels action plans for continuous improvements. This article covers the latest on those projects.
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announcement
Searchable OBI Financial Reporting Directoryopen_in_new
2023-01-24
Published new searchable OBI Financial Report Directory which offers the ability to search by key words for relevant reports.
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