Revision Log

Manual Policy Revised On
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.
Financial Services Manual 7.01 University Budget, Fund Balance, and Reserve Policy
Update policy 2.3.2 to clarify funds are managed on a budget basis.
Financial Services Manual 8.12 Gifts
Updated select definitions and removed former policy statement 3 to reflect the current organizational structure, terminology, and processes of the University of Arizona Foundation.
Financial Services Manual 7.01 University Budget, Fund Balance, and Reserve Policy
Replace previous budget overview with new policy to establish comprehensive guidelines for budgeting, Fund Balance management, and reserves at the university.
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..
Financial Services Manual 8.13 Endowments
Updates to endowment type position titles and descriptions to align with the Provost's and Foundation's guidelines.
Financial Services Manual Purchasing Methods
Update to Apparel to allow the purchase of safety gear on the PCard.
Financial Services Manual 9.21 Apparel
Minor clarification to address an inconsistency related to inventory requirements; no change to policy intent or requirements.
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.