Managing Aging and Outstanding Expense Transactionsopen_in_new
Four OBI screenshots removed from this page
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Excellence in Financial Stewardship | Issue 5open_in_new
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 Transactionsopen_in_new
Timeline for Q3 FY22 added to page
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Clearing of Organization Suspense Accounts (OSA)open_in_new
Updated last FY22 OSA clearing deadline for payroll transactions posted to OSAs through 8/31/2022 (previously listed as TBD).
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Donor Giftsopen_in_new
Added new excise tax report information
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Other Financial Reportsopen_in_new
Publish new report Excise Tax.
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Cost Transfer Approval Checklistopen_in_new
Completely updated checklist to support approvers.
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Proper Use of Fundsopen_in_new
Completely updated guidance and content.
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PTA Maintenance Enhancement Project
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s controls, data quality, and accuracy by by implementing two new slu
The PTA Maintenance Enhancement is a Financial Systems Governance (FSG) strategic project initiated with University IT (UIT) in early 2022 to improve the PTA Maintenance system’s* controls, data quality, and accuracy by solving for current issues with two enhancements. The enhancements went live on...Announcement -
Clearing of Aging Transactionsopen_in_new
Updated introductory paragraphs, including what to do after force clearing
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