Dear Financial Administrators,
The new iO Financial Adjustments process (expense/revenue entries, budget adjustments, and balance transfers) is now live. Employees included in the final training wave have been notified and are encouraged to complete training before the end of the fiscal year. If you received an invitation, please complete the training by July 1st, 2026, as access to the training will close after this date.
As a reminder, the last day to enter and approve financial adjustments for the fiscal year in iO is July 15, 2026.
The iO training course will resume on August 1, 2026 for employees who need to take training and obtain access. If you need to complete training before August 1, please contact the Controller’s Office Training at controllertraining@rice.edu.
You may continue using the current Adobe Sign/FBDI processes during the transition period; however, they will be discontinued later this year. If you have completed training and already have access in iO, please enter your financial adjustments in iO unless otherwise directed.
If you have any questions, please feel free to reach out to the following offices:
- General Accounting questions – generalaccounting@rice.edu
-
Alexis Melendez for Budget Office questions – Alexis.Melendez@rice.edu
- System-related questions about the new financial adjustment process – FIS@rice.edu
Thank you,
Kay Leigh Shannon
Training and Communications Lead
Rice University – Controller’s Office
Leah Hester
Assistant Director, Financial and Research Systems
Rice University – Controller’s Office
Joanna Duncan
Assistant Controller of Accounting Operations
Rice University – Controller’s Office
Alexis Melendez
Senior Budget Analyst
Rice University – Budget Office
