P2P At a Glance: Now Shows All "On Hold" Items
The Procure to Pay (P2P) Dashboard’s At a Glance Report now shows all on hold AP invoice records regardless of the date range input in the selection criteria. Previously, holds on purchase orders outside the date range were not displayed.
Pro tip: To display only on hold transactions, enter the current date for both the first and last creation date.
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Drop-in OBI Open Lab: Publish Agents for Subscription
Attend this drop-in Open Lab session to learn how to publish and subscribe to an agent. Once agents are published, any user can to subscribe to receive the report via email when it runs and even specify their own custom prompt choices. In this session, we will cover the example of an agent that emails a report showing all AP Invoices created in the prior week (including those with no holds).
Friday, July 14, 2023 | 10-11 a.m. PT
No registration needed, just drop in!
Zoom link (Stanford authentication required)
Add to calendar (click to download ICS file)
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July 31 Aging Transactions Clearing Deadline Reminder
The next FY23 force clearing is occurring in a few weeks, and July 31 is the final day to resolve aging transactions and avoid the force clearing fee of $35 per transaction. A reminder email will be sent to cardholders/custodians and verifiers on July 19.
Clearing aging PCard and TCard transactions and advances in a timely manner helps your department avoid force clearing fees and also supports financial stewardship. Learn more about the FY23 quarterly clearing deadlines and force clearing process in Policy: Clearing of Aging Transactions. FY24 quarterly clearing deadlines will be published in early July.
To identify, monitor, and clear your aging transactions, see the following resources:
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OBI Open Lab Spotlight: Customized Forecast Dashboard Report
Turn to the experts of OBI Open Lab for live, one-on-one customized support for your OBI financial reporting-related questions. Many of our Open Lab users have received invaluable help on dashboards, BI Publisher reports, ad hoc analysis, and more. Below, a fellow OBI user shares how Open Lab has helped her department.
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“[Thanks to OBI Open Lab] my org now has a working forecast dashboard report that I can share with other departments; it pulls sponsored and non-sponsored award data through multiple built-in reports, and filters are in place to isolate relevant data. My team is able to effectively manage our portfolio with this custom report. The Department of Ophthalmology is so grateful to Open Lab staff for your guidance!”
–Van Dinh, Research Administrator, School of Medicine
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New Oracle Financials Tools Launching July 1
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Organization Code Hierarchy Tool
The new Organization Code Hierarchy Tool and enhanced "tree view" will result in a better user experience, efficiency, and accuracy. New features for all users include the ability to view current and previous hierarchy versions and download export files. Authorized budget officers and system administrators will have access to additional functions. Learn more.
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Suspense Account Query Tool
The Suspense Account Query tool will display the Accounts Payable (AP) Default PTA, Organization Suspense Account (OSA) PTA, and OSA Sweep PTA for any org and allow budget officers to request changes to the PTAs using a form. Run OBI reports regularly for these PTAs to verify no charges have been posted and clear promptly if charges appear. Learn more.
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FY23 Year-End Close Calendar Now Available
Year-end close (YEC) is coming, with Pre-Close starting July 31 this year. To help you prepare, Fingate has updated its YEC interactive calendar and printable summary of deadlines (one-page PDF). Check out the YEC news page for more information.
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Excel for Stanford Finance Course (On Demand)
Learn techniques for using Excel to efficiently interact with Stanford financial data, especially from OBI, by viewing the short videos in this series of lessons and practicing on the downloadable sample files.
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Use PCard Efficacy (PCE) Dashboard to Monitor Processing Statistics
The PCE Dashboard provides reports and visualizations about how organizations and employees use the Purchasing Card (PCard) and how quickly PCard transactions are processed. Use it to monitor and improve efficiency, as well as know what transactions your PCards are being used for.
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Searchable OBI Financial Report Directory
The Searchable OBI Financial Report Directory is an A-to-Z index of the most commonly used distributed reports delivered in OBI Financial Reporting. (Central Administration reports, which require additional authority, are not included.) Search for the report you need or browse by subprocess and key business questions, which are also listed in the directory.
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