New prompts have been added to "Find Expense Report Summary – OSU" and "Find Expense Report Details – OSU" that will allow both reports to be run by Approved Date. Additionally, "Find Expense Report Details – OSU" has been enhanced with a "Trackable Asset Lines Only" checkbox, allowing for easier tracking of this user selected field.
New tips and tricks information on the supplier invoice Match Exception 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.
A new "Cost Center Assignable Roles – OSU" report is now available to assist in reviewing cost center level approver assignments. The report can be filtered by College/Unit Cost Center Hierarchy and where Cost Centers have no approver assignments for certain roles. This will assist with identifying where required role assignments are missing and would cause transactions to go unassigned.
The report can also be used to perform a general review of security assignments at the Cost Center/Cost Center Hierarchy level.
An upcoming logic update for the "Credit Card Transactions – OSU" report may result in some users losing their saved filters. Users with saved filters for the "Cost Center" and "Cost Center Hierarchy Level 6" prompts may be required to update their saved prompt filters. The logic is being updated on these fields to provide more accurate report results.
New tips and tricks information on the Supplier Invoice Request (SIR) process has been added to the Business and Finance website. This information provides users with an overview of the business process and a crosswalk to additional resources.
A secondary payroll expense detail report has been made available in Tableau to allow users a more customizable experience when interacting with Payroll Data.
Flexible Payroll Expense Details - a customizable grouping payroll expense report with two worksheets.
Flexible Cumulative Payroll Actuals and Encumbrances - provides customizable journal attribute grouping and returns a year-to-date total spend based on parameters selected in the prompt as well associated remaining encumbrances Flexible Monthly Payroll Actuals - provides customizable journal attribute grouping based on periods selected in the prompt.
Starting in FY23, the budget structure for Ohio State has transitioned to “Adaptive Operating Plan.” To view budget structure for other companies or for FY22 or earlier for University reporting, you will need to change budget structure from “Adaptive Operating Plan” to “Operating Plan.”
The Fiscal year 2023 Period Close calendar and Department Fiscal Payroll Processing calendar are now combined into one single calendar. The calendar can be found on the Controller's website both under Business Processes within the Period Close page and the Payroll Accounting page.
Workday Release 2022R2 will be in production on Saturday, September 10. Business and Finance and OTDI team members are jointly conducting a meeting to present those updates with a focus on finance, supply chain, and payroll accounting functions. The session will be held from 1-2 p.m. on Wednesday, September 7. Use the MS Teams link to join .