Effective the week of Monday, February 24 , the "Payroll Accounting Adjustment Status" report will have some enhancements made to its prompt functionality. First, this report will include "Initiated By" as a prompt. Secondly, the prompt functionality for Current Expense Worktags and Proposed Expense Worktags will change to look at what is entered in either prompt.
Below is a brief example using two PAAs.
Current worktags are in CC12345 and the proposed worktags are in CC45678. Current worktags are in CC45678 and the proposed worktags are in CC12345.
In the "Payroll Accounting Adjustment Status" report prompts, you can now enter CC12345 in the Current Expense Worktags and CC12345 in the Proposed Expense Worktags and BOTH of the PAAs listed above return. Prior to this change, you would have needed to run two separate reports to get the intended data--one report run where CC12345 was in the Current Expense Worktags and a second report run where CC12345 was in the Proposed Expense Worktags.
Effective the week of Monday, February 24 , a prompt for "Prior Worktags" will be added to the "Accounting Adjustment Status - OSU" report. This particular prompt will use the "or" logic so that if a value is entered in another prompt, such as Proposed Organization, the results will return adjustments that have the proposed organization OR the prior worktags entered in the prompt. This is similar to the change being implemented for Current Expense Worktags and Proposed Expense Worktags on the Payroll Accounting Adjustment Status report.
The specifc reports listed in the full post will be updated during the week of Monday, February 24 to enhance user ability to analyze expenses. Current state, these reports have the ability to expand directly from the ledger account value into all Spend Category detail lines. This update will group the Spend Categories into groupings determined in the All Spend Categories hierarchy. Reports will populate level 5 of this hierarchy with the ability to further expand to detail line items if needed. The hierarchy groupings can be viewed in the “Spend Categories – FDM Values" report.
Dublin Cleaners and Snow White Cleaners have been awarded new OSU contracts for dry cleaning services. Both suppliers have one-line service catalogs in Buckeye Buy under the Search Catalog link. See the Business and Finance news item for more details and supplier contact information.
SL Events and Conferences (formerly University Catering) has a new catalog for full-service catering under the Search Catalog link in Buckeye Buy. Some users have had difficulty finding the catalog because of the recent name change. Contact SL Events and Conferences https://slec.osu.edu for more information on their event planning and menu options.
Spend category hierarchies (level 5) will be updated to create logical groupings of expenses. These groupings will help provide a level of visibility that is inbetween the high-level Supplies and Services view, and the granular spend category level. Below are a few examples of logical expense groupings the changes will create.
Computer, Audiovisual, and Copying Services Maintenance and Repair Services Financial, Accounting, and Legal Services HVAC, Electrical and Electronic Components
Once the hierarchy changes are made, the "Sources and Uses - Variance Analysis" report will be updated to bring in the level 5 spend category hierarchies. This will allow you to expand supplies and services and view spend associated with the updated hierarchies. You will still have the option to drill/expand to view at the individual spend category level if you have the need.
New functionality will be available starting Friday, February 14 , which will allow business travelers to email or mobile scan receipts into Workday. The functionality uses AI to read receipts and create a Quick Expense record. The Quick Expense will not automatically generate payment or reconcile PCard transactions. The Quick Expense must be linked to an Expense Report to finalize processing. See the full post for more details.
Requirements have been updated to provide guidance on how employee vs independent contractor work at Ohio State should be classified.
If you plan to hire certain types of individuals or businesses for work in your area, you must follow these requirements to ensure they are correctly classified as employees or independent contractors. The Independent Contractor Guidelines provide an overview of the process for how to evaluate independent contractors and are available on the Purchasing website.
Additionally an Independent Contractor form is available on the Policies and Forms page of the Business and Finance website. This form is a decision-making and documentation tool which is to be used by departments when purchasing services from individuals.
Fastenal is the contracted supplier for building maintenance supplies and janitorial products. University purchases for these items must go through Buckeye Buy. And if you’re a frequent user of the Fastenal catalog in the supplier website section of Buckeye Buy, you may be able to save time with order templates.
Effective January 28 , the International Acknowledgement of Understanding Questionnaire will include additional acknowledgement content, such as Travel Documentation Requirements, Accident and Sickness Insurance (War Exclusion Disclaimer), International Ground Transportation and Fly America Act Requirements. The International Acknowledgement of Understanding Questionnaire was originally established with the release of university wide Travel Guidelines to acknowledge health and safety risks with international travel.
The traveler (faculty/staff only) must complete the International Acknowledgement of Understanding Questionnaire in Workday for a Spend Authorization with an international destination in order to proceed to next approval steps. If travelers are not prompted in Workday, the PDF version of the form can be accessed through Travel Policies and Forms .
Contact the Travel Office with questions at travel@osu.edu or 614-292-9290.
A new spend category has been created for Catering Equipment Rental (SC11037). Please use this spend category for the service of renting out specialized equipment and tools used for catering events, parties, and gatherings, such as: Tableware (e.g., plates, glasses, cutlery, napkins), Beverageware (e.g., cups, mugs, wine glasses), Event furniture (e.g., tables, chairs, linen), Party tents, Serving equipment (e.g., chafing dishes, food warmers, platters, serving trays), and Bar equipment (e.g., cocktail shakers, ice buckets, bar counters).
These rentals provide the necessary gear to prepare, serve, and store food without having to purchase these items outright.
