Revision Log

Manual Policy Revised On
Financial Services Manual 9.11 Employee Recognition
Removed discount-related guidance to separate it from employee recognition and relocated the content to Accounting FAQs; no change to policy.
Financial Services Manual 8.33 University Development Fund Policy and Procedure
Updated to include clarification on the inclusion of research, plus some minor editorial corrections.
Financial Services Manual 1.01 Financial Policy-Making Policy
Created new policy addressing the review, approval, implementation, maintenance, and publication of Financial Policies, replacing the former Guide to the Manual. No substantive change to existing authority or operational responsibilities.
Financial Services Manual 8.33 University Development Fund Policy and Procedure
Updated policy to reflect the reduction in the Gift Charge rate from 6% to 5%.
Financial Services Manual 9.11 Employee Recognition
Remove broken links and references to the Human Resources Employee Recognition Policy that was administratively retired. No change to policy.
Financial Services Manual 9.20 Financial Compliance Purchasing Card (PCard) Violations
Updates to procedure and FAQ related to reimbursement process. No change to policy.
Financial Services Manual 9.17 Technology Allowances and University-owned Cell Phones
New eligibility standards for technology allowances and updated requirements for university-owned cell phones.
Financial Services Manual 7.01 University Budget, Fund Balance, and Reserve Policy
Update Service Center reserve requirements to 60 days to align with the Service Center Handbook.
Financial Services Manual 9.13 Business Meals
Clarified existing requirements for attendee lists and added related FAQ for guidance; no substantive change to policy.
Financial Services Manual 9.10 General Expenditure Policy
Clarified Business Purpose definition and documentation requirements to allow evaluation based on the totality of the full transaction record. No change to policy intent or requirements.