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The FIN Source

"The FIN Source " is an online, single-source repository with State of Ohio Financial policies and procedures. It includes:

  • SAFE Policy Manual - policy and guidance on the state’s payment process and revenue and expenditure transactions, the year end close process, and the CAFR compilation process.
  • OAKS FIN Account Code Table - quickly find the right Account code to use in OAKS FIN.
  • OAKS FIN Online Process Manual - step-by-step procedures for the various modules in OAKS Financials.
  • OBM Director Memo Portal - provides an entry point and workflow process for requested transactions that the director of OBM is authorized by law to review and approve.