The "Forecast Plan Name" default prompt value has been updated to reflect the FY25 Autumn Forecast being loaded on the reports listed in the full post.
Three new columns have been added to the output of the "Find Journal Lines - OSU - Posted Journals by Amount Type" report. Those columns include Cash Sale Number, Ad Hoc Bank Transaction, and Procurement Item.
The Time Tracking Funding Overrides report has been updated so users can now search for worktag overrides for positions they own. This can be run each pay period to ensure biweekly workers have not erroneously entered worktag overrides on their timesheets. Payroll accounting adjustments should be processed to correct erroneous overrides.
Historically the report returned all workers with time entered but a new prompt titled "Only Include Time Blocks with Funding Overrides" will narrow results down to return only workers with worktag overrides.
As a reminder, the best option is to run the report by the "Organizations by Type" prompt to capture all the positions owned by your college or cost center.
Beginning Wednesday, November 20 , users will be required to enter the five required worktags (company, cost center, fund, balancing unit, function) for costing allocations and period activity pay. These worktags must be entered on each row of costing. If you have any questions regarding worktag entry, please reach out to your Cost Center Manager.
The Tableau report "Flexible Payroll Expense Data" has been enhanced with the addition of a new tab titled "Flexible Payroll Actuals- Annual Trend." In this tab users can compare payroll spend data by fiscal year.
The "Find Supplier Invoice Request (SIR) Summary - OSU" report will be enhanced with an additional set of date prompts.
Prompt "Supplier Invoice Request Completed Date on or After" and "Supplier Invoice Request Completed Date on or Before" fields are added which allows users to run the report by when the supplier invoice request completed consistent with other procurement reporting.
Updates were made to Module 1 of the 2 part Internal Order Billing BuckeyeLearn training . These updates reflect invoice workflow changes that were made in May 2024 and provide a better learning format for end users.
A new BuckeyeLearn Curriculum called " The Buying Experience " is now live. This is a 6-module curriculum covering the most used Requisition types for new employees. These can be taken as a full curriculum, or each one can be watched as a stand-alone course.
Additional Quick Tip text will be visible for Create Spend Authorization, Create Expense Report, and Edit Expense Report tasks. The new Quick Tips will be visible to self-entry workers and provide guidance next to the fields being populated which can be accessed by clicking on the blue circled question mark icon.
Note: This functionality is not currently available on the related Expense Data Entry Specialist tasks of Create Expense Report/Spend Authorization for Worker and Non-Worker.
Effective immediately, the following unused fields will be hidden on a project’s summary Workday page: Billable, Customer, Include Project ID in Names, Optional Balancing Worktags, Optional Project Hierarchies, and Project Currency.
These fields will still appear on existing reports.
