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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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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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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Turning Feedback Into Action
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.Announcement -
Organization Suspense Accounts (OSA) Clearing Deadlinesopen_in_new
Revised/reordered information; added contact info for identifying or changing the OSA PTA or sweep PTA for an org.
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Managing Aging and Outstanding Expense Transactionsopen_in_new
Added link and screenshots of new Advances-Force Cleared OBI report
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Accounts Payable (AP) Default PTAsopen_in_new
Added "force-cleared advances" to the list of typical transactions which post to AP Default PTAs
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Clearing of Aging Transactionsopen_in_new
Force Clearing timeline for Q2 of Fiscal Year 2022 added to page
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