Clearing of Organization Suspense Accounts (OSA)open_in_new
2024-09-27
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FY25 OSA sweep deadlines published.
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update
Managing Aging and Outstanding Expense Transactionsopen_in_new
2024-09-13
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In Aging Advances, clarified the expected clearing date for travel advances and human subject advances.
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update
Month-End Close Deadlinesopen_in_new
2024-08-23
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Updated page with FY25 month-end close deadlines.
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update
Year-End Close: 2024 Reminders and Deadlines
2024-07-22
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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; it includes five distinct closing stages of activities as shown below. This news page...
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announcement
Clearing of Aging Transactionsopen_in_new
2024-07-15
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Added FY 2025 aging transactions clearing deadlines
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update
Organization Suspense Account (OSA) Error Reason Codesopen_in_new
2024-05-16
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New resource list of error reason codes (for when payroll earnings are rejected during a payroll run and posted to an OSA).
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update
Continuous Improvements to Fingate
2024-02-22
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FMS is continuously working to improve the Fingate user experience. Planned and completed changes range from search improvements, navigation updates and content revisions. Learn more about recent and upcoming changes on this news page.
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announcement
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
PTA Manager Enhancement: Capital Projects Closeout and Cancellation
2023-09-20
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Financial Management Services (FMS) has partnered with University IT (UIT) on an enhancement project to streamline, standardize, and automate the capital projects closeout and cancellation process by adding new functionality to PTA Manager. PTA Manager is a system in Oracle Financials that enables...
Announcing the new PTAC Closeout functionality to PTA Manager.
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announcement
Excellence in Financial Stewardship | Issue 8open_in_new
2023-06-22
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