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  • Revised: Personal Expense Checkbox on Expense Report and Repayment Process

    Richard Hunter | July 22, 2022
    After identifying significant accounting issues with negative expense report balances since this original update was shared, a custom validation was added to prevent an expense report from being submitted with the Personal Expense checkbox selected. When a personal expense occurs on one of the university’s payment tools (e.g., PCard), there are timely actions that must be taken to document...

  • Payroll Expense Reporting Available in Tableau 

    Richard Hunter | July 22, 2022
    In response to user requests, payroll expense reports are now available in Tableau (link: https://dataviz.rae.osu.edu/#/workbooks/6448/views). A dashboard (titled Payroll Expense Details) was created under the Finance and Supply Chain/Financial Accounting/General Ledger domain in Tableau. The dashboard contains two worksheets: Prepopulated Cumulative Payroll Actuals and Encumbrances provides...

  • Encumbrance Logic Change on Financial Reports

    Richard Hunter | July 22, 2022
    In response to feedback regarding encumbrance logic, all financial reports (i.e. Sources and Uses suite, Equity Balances) will be updated to reflect the new encumbrance logic. The new logic will now be static in nature; once a fiscal period is closed the ending encumbrance number for the period will never change. The previous logic reflected fluid encumbrances and constantly updated. Expect the...

  • Requisition Exceptions Report Enhancement

    Richard Hunter | July 22, 2022
    The Requisition Exception report is used to identify after the fact exceptions on requisitions. The report now only returns one row per approved requisition where "after the fact" is the requisition type. The prompt has also been enhanced to allow users to search for exceptions based on Cost Center Hierarchy Level 6,7, and 8. The dates on the report have also been corrected so users can run the...

  • Enhancements Coming Soon: Expense Report Exceptions Report

    Richard Hunter | July 22, 2022
    Enhancements for the Expense Report Exceptions report will be available in Production no later than August 1, 2022. The report has been enhanced to provide additional functionality and usability. The enhancements are listed below. Report Output Conditions: The report will now return rows that include either an automated Workday Policy related Validation errors and alerts, or include comments in...

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