As part of the new internal order billing process which goes live on October 1, 2023, units will see purchase order encumbrance amounts liquidate based on the internally billed/supplier invoice amounts. Therefore, the new process will accurately reflect the balances on financial and grants reporting. Once we are transitioned to the new process, the Controller’s office will no longer do a mass monthly close of internal purchase orders.
This is a reminder to routinely review payroll expenses that posted to FD101 Default Clearing Fund. FD101 is not intended to be used in costing allocations or on financial transactions. If salary expenses do post to this fund, the expectation is that they be moved via Payroll Accounting Adjustments. There have been instances where payroll has posted to FD101 and this has yet to be cleared out. This is especially critical for graduate appointments to avoid non-resident allocations posting revenue to FD101.
For ANY graduate Student employees, the use of FD101 in the Default Organization Assignment is not recommended as any issues with expired funding may result in the Graduate Fee Authorization being expensed to FD101. It is recommended that units analyze the Sources and Uses – Variance Analysis report for their unit for FD101 and cleanup any residual FD101 balances. More information on FD101 is available in the Administrative Resource Center . The Controller's Office will be reaching out to impacted units as well.
As an instructor, you want your students to have an excellent learning experience. You might want to try something new—a fun, engaging app or perhaps a social networking site with unique features that fit your lesson plan. You might even be tempted to sign up for these types of tools because you...
Are you a new Tableau user at Ohio State? If so, join the Tableau Users Group (TUG) on Microsoft Teams.
In addition to learning about upcoming events, new resources, and cool stuff of interest to the Ohio State Tableau user community, this channel also hosts tips and tricks discussions for other data and reporting adjacent tools. It’s easy to join using the steps in the full post.
By now, we all have had time to familiarize ourselves with CarmenZoom. While we have all surely had a meeting or two on the platform, many students and staff alike are unaware of the continually improving accessibility features offered through Zoom. Let’s take some time to dive a bit deeper into...
Managers play an important role in guiding new employees as they pursue successful and fulfilling Ohio State careers. There are many resources managers can leverage to welcome and transition new team members. Personalize a welcome message in Workday and make sure the new employee completes important onboarding tasks. Additionally, guides are available to identify important steps to complete at various points in the new employee’s onboarding. More information is available on the HR website .
Be sure to share this information with managers in your college or unit.
The Flexible Payroll Expense Data report allows users to customize worktags for payroll expenses. The tableau report interface for the custom worktag selection will be enhanced to improve the end user experience. Instead of users selecting the "select column" icon from the top right of the report, now all the column selections will appear above the column’s headings and will remain displayed. Attend the August 2023 Office Hours for a demo of the enhanced view. In addition, check out the full NewsLink post to see a visual comparison of the old and new report interface.
A new series of reports will soon be released to provide approval times for each approval step on various transaction types. These transaction types include Requisitions, Spend Authorizations, Expense Reports, Miscellaneous Payment Requests, Supplier Invoice Requests, Supplier Invoices, and Purchase Order Change Orders.
For each transaction type, two different report styles will be available. The " Detail " reports will provide the amount of time the transaction spent pending approval from each approval step in the workflow, as well as the approving workers for each transaction. The " Summary " reports will provide a high level overview of the average approval times for each approval step per cost center hierarchy. These Summary reports will also be placed on a dashboard so that all of the reports can be housed in one location.
Look for a forthcoming Newslink article to be published once the reports are released.
Three new reports are available in Workday that are based on existing reports, but are configured to allow for trending and comparison of financial information on a monthly and annual basis. See a description of each new report below.
Equity Balances by Balancing/Carry Forward Worktags - Monthly Trending:
This report is configured to provide income statement activity by month for a specific Fiscal Year based on the Fiscal Year for the period selected in the report prompt. The report will return a new set of "Sources and Uses" columns for each month/period in the Fiscal Year that was selected.
Equity Balances by Balancing/Carry Forward Worktags - Annual Trending:
This report is configured to provide three years of income statement activity in the style of the Equity Balances reporting suite. The report uses the period selected, and then returns period year to date activity for the selected Fiscal Year, and the two previous fiscal years.
Sources and Uses - Annual Trending:
This report is configured to provide three years of income statement activity in the style of the Sources and Uses suite. The report uses the period selected, and then returns period year to date activity for the selected Fiscal Year, and the two previous fiscal years.
New tips and tricks information on the Requisitions process has been added to the Business and Finance website . This provides users with an overview of the business process and a crosswalk to additional resources.
