Revision Log
| Manual | Policy | Revised On |
|---|---|---|
| Financial Services Manual | 8.20 Invoicing and Accounts Receivable Updated procedures to clarify the information that should be included on an invoice and the requirement for supporting documentation to be attached to payment claims; no change to policy intent or requirements.. |
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| Financial Services Manual | 8.13 Endowments Updates to endowment type position titles and descriptions to align with the Provost's and Foundation's guidelines. |
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| Financial Services Manual | Purchasing Methods Update to Apparel to allow the purchase of safety gear on the PCard. |
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| Financial Services Manual | 9.21 Apparel Minor clarification to address an inconsistency related to inventory requirements; no change to policy intent or requirements. |
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| Financial Services Manual | 8.14 Merchant (Bank Card/Credit Card) Acceptance Added requirement for departments to notify Treasury/Merchant Services in advance of any merchant account changes to ensure PCI compliance and appropriate fraud controls. |
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| Financial Services Manual | 9.20 Financial Compliance Purchasing Card (PCard) Violations Clarify roles and responsibilities for departments and cardholders in managing PCard violations, including required timelines for corrective action and repayment. Strengthen compliance measures through enhanced tracking, suspension, and cancellation processes. |
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| Purchasing Policies Manual | 6.7 Travel and Charter Service Removed policy statement 3 to align with FSM 14.15 which prohibits piloting a personal or leased aircraft. |
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| Financial Services Manual | 14.15 Transportation Updated commercial airfare policy to clarify permitted fare classes, approval requirements, and restrictions on upgrades, based on flight length. |
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| Financial Services Manual | 6.10 Account Management Updated Account Manager qualifications to require Career Level M4 or M5, clarified that student employees may not serve as Account Delegates, and added procedure for requesting an exception when M4 or M5 personnel are unavailable. |
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| Financial Services Manual | 9.13 Business Meals Remove FAQ #15 as it's no longer applicable. |