News: Workday

Have questions about Workday financial reports? Join the Controller's Office for the first Quarterly Financial Reporting Office Hours at 10 a.m. on Wednesday, November 19. See the full post for details on how to join. Specific instructions are included for both the Wexner Medical Center and university communities.

Beginning with the November 2025 sales month, there are important changes related to the sales tax process, as shared in the full post. Units must ensure that accrued sales tax (ledger account 20500) for the November sales month is recorded/approved in the general ledger for the November accounting period no later than 4 p.m. on December 5, 2025. This new deadline ensures the tax liability is recorded in the proper period (the month of sale or invoice) and aligns with the monthly fiscal close deadline (business day 5). See the full post for more details including a download link to the Sales Tax Reporting form that must also be submitted by close of business on December 5.

On Friday, December 5, new prompts will be added to the "Payroll Accounting Adjustment Status" report to replace several existing prompts. Changes include one new "Worktags" prompt (for both current and proposed worktags) to replace the "Current Expense Worktags" and "Proposed Expense Worktags" prompts. Also new is an "Active Grant Hierarchies" prompt to replace the two current checkbox prompts for active grants called "Filter Option: Proposed or Current Uses a Grant" and "Filter Option: Proposed or Current Uses an OSP Grant." Lastly, the "Further Filter Options Below" will be removed, as it will no longer be needed to search using Cost Center Hierarchies or Active Grants. Note that end users with saved filters or scheduled reports with values in the prompts to be replaced will need to re-save filters and schedules once updates are made.

Have questions about Workday financial reports? Starting Wednesday, November 19, join quarterly office hours hosted by the Controller’s Office to receive updates, ask questions, and share feedback directly with the reporting team. The Office Hours will be open to all consumers of financial reports and will initially be held on a quarterly basis.

The "OSU - Find Assets" report prompts will be updated to include a new "Grant Hierarchies" prompt as well as a "Worktags" prompt. The "Cost Center," "Grant," and "Project" prompts will be removed as the new "Worktags" field allows users to search for those three types of worktags, as well as all others. Additionally, to allow users more flexibility in prompting, the "Cost Center" prompt on the report group "Financial Transactions Awaiting Action" will be replaced with a "Worktags" prompt. See the full post for more details and a list of affected reports.