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Create Expense Report for SU Payees

2022-07-13

Information about eReceeipts has been added to How to Create Expense Report for SU Payees

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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.

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Managing Aging and Outstanding Expense Transactions

2022-07-01

Four OBI screenshots removed from this page

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Clearing of Aging Transactions

2022-06-21

Timeline for Q3 FY22 added to page

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Clearing of Organization Suspense Accounts (OSA)

2022-06-08

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 Gifts

2022-05-13

Added new excise tax report information

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Other Financial Reports

2022-05-09

Publish new report Excise Tax.

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Cost Transfer Approval Checklist

2022-04-29

Completely updated checklist to support approvers.

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Proper Use of Funds

2022-04-29

Completely updated guidance and content.

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Clearing of Aging Transactions

2022-04-20

Updated introductory paragraphs, including what to do after force clearing

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