Administrators should advise travelers to exercise caution when working in the Expenses Hub. Upon selecting the “Actions” button for Spend Authorizations, the banner action prompt and other instructional text should be reviewed before selecting “Ok” to confirm the correct business process is initiated.
Spend Authorizations that have been prematurely closed are unable to be restored to “Approved” status and will not allow Expense Reports to be linked to the Spend Authorization. If a Spend Authorization has been closed in error, the Spend Authorization number should be referenced in the memo or comments of the Expense Report and a new Spend Authorization should not be submitted.
This issue has been added to the Enterprise Business Solutions (EBS) gap list for consideration and improvement by Workday. For questions, contact the Travel Office at travel@osu.edu or 614-292-9290.
Please be advised that the MS Teams link for Travel Office Hours has been updated. Participants should use the new link to attend future office hours (beginning October 2023).
Travel Office Hours are held on the first Tuesday of every month from 10 - 11:30 a.m. Participants will review current travel updates (industry, system, policy or supplier information), observe demos of Workday travel processes and/or how to use travel suppliers for booking, and ask questions regarding guidance for policy/system issues.
How to join? Use the Teams link available in the Travel Office Hours post on the Business and Finance site.
Currently, purchase requisitions and spend authorizations are reported on the weekly confirmation email sent out to Principal Investigators (PI) on their relevant Grants. Additionally, non-PO Invoices and Expense Reports without Spend Authorizations will start to be included during the month of October. This is to ensure that our PIs can review additional non-personnel charges against their Grants via this weekly reporting.
Many within the university community are still trying to adapt to the sharing and collaboration features in Microsoft 365. To help everyone to feel comfortable enough with these tools to fully take advantage of them, the university has been offering training sessions over the last few years to...
Artificial intelligence (AI) is rapidly changing the world around us, and its presence in higher education is likely going to transform the way we teach and learn....
A new training on Ohio State’s technology platforms, tools and resources is available for managers, manager liaisons, and administrative professionals. Build your foundation and confidence in using administrative technology that assists you in performing your work and managing employees. Human Resources team members will cover topics such as HR Connection, Workday, Microsoft 365, BuckeyeLearn and others, and guide you in finding and using tools that support your work. The Zoom training is offered the third Thursday of each month starting Sept. 21, at 10 a.m. Register for any session.
Customer Deposit functionality has been updated to enable users to add attachments for supporting documentation. Customer Deposits now has a new tab to include attachments when creating, editing, or revising the deposit. Anyone who has access to create and/or edit Customer Deposits will also have access to add/change attachments on Customer Deposit transactions.
A new monthly Workday notification and email reminder will be sent to individuals with effort certifications pending their approval for 30 or more days.
Earnings units subject to sales tax must ensure a cost center journal is recorded monthly for sales tax payable to Debit 42000 Revenue and Credit 20500 accrued sales tax. This has been added to the Monthly Unit Reconciliation Checklist .
Please enter the journal ID on the sales tax form and submit your sales tax information monthly to salestax@osu.edu .
The Controller’s Office centrally relieves this payable monthly to reflect that sales tax has been remitted to the state.
Cost Center Managers and Service Centers have a responsibility to ensure the appropriate spend category is used on all transactions.
Pay special care to non-catalog requests with items with a useful life of one or more years that are over the greater than $5,000 threshold and ensure an appropriate trackable spend category is used; otherwise, the transaction will not route for registration. The "Spend Categories – FDM Values" report can be run with a filter on "Spend Category is Trackable" to identify trackable spend categories.
It is recommended to run "Find Supplier Invoice Details – OSU" monthly for your CC/CCH with a Line Spend Category Hierarchy of "Non-Trackable" to review for any greater than $5,000 missed items that need to be manually registered.
It is also recommended to run "Find Expense Report Details – OSU" monthly for your CC/CCH to review for any greater than $5,000 missed items that need to be manually registered.
