NewsLink Articles
Salary Over the Cap Visibility Changes
A Workday enhancement was released to production during the weekend of 10/22. Previously, if a grant expired, the Salary Over the Cap (SOC) bubble was no longer visible. Workday released an enhancement where the SOC bubble will now remain visible even if the grant expires.
This enhancement applied to all events in the future, but not in the past. This means we will still not have visibility for transactions that expired prior to the 10/22 release date.
The inability to report on Salary Over the Cap worktags is still an outstanding Workday issue.
OnBase Reporting and Job Aids Now Available
OnBase automates the pairing of invoice detail lines with purchase order detail lines prior to posting an invoice in Workday. New resources are now available to help provide additional visibility and support around this process.
OnBase Job Aid - A new OnBase job aid has been created for OnBase users. The guide provides information about basic OnBase functionality and navigation.
Reporting - Enhanced reporting has been made available to Tableau users with access to the Finance and Supply Chain >> Spend domain. A new folder entitled "OnBase Invoices" houses the "OnBase/Unposted Invoice Search" report. This report provides basic invoice information about invoices held in OnBase, prior to the invoice posting to Workday.
Cost Center Director and Senior Fiscal Officer Transaction Process Flow Routing Updates
To ensure transactions are not skipping the review/approval steps for Cost Center Managers and Department Leaders when a Cost Center Manager or Department Leader is initiating or having a transaction initiated on their behalf, the following alternate routing updates are being made in Workday.
- Cost Center Manager steps will route to Cost Center Director when there is no Cost Center Manager to assign.
- Department Leader steps will route to Senior Fiscal Officer when there is no Department Leader to assign.
These updates will also keep the steps in the business process from going unassigned due to there being no security assignment for the Cost Center Manager and Department Leader roles. This change was made for Spend Authorizations and Expense Reports on Thursday, October 27. The change was also made for Supplier Invoice Requests, Requisitions, and Miscellaneous Payments on Thursday, November 10.
Tableau Server Fundamentals Training
A recording of the Tableau Server Fundamentals training is now available on demand in BuckeyeLearn. Users can search for “Tableau Server Fundamentals” in BuckeyeLearn and take the class at their own pace. This course covers the fundamentals of Tableau Server – navigation, subscriptions, saving report parameters, and sharing data and is intended for anyone who uses Tableau Server.
Finance November Office Hours
November Finance Office Hours will be held from 2:30 p.m. - 3:30 p.m. on Tuesday, November 15. Use the MS Teams link to join.
Buckeye Buy Catering Orders for Columbus Campus
Buckeye Buy catering orders for Columbus campus events must be placed through the Catering Marketplace. The Catering Marketplace is a multi-supplier round trip catalog of drop-off and full-service caterers and event equipment rental suppliers.
See the Catering Marketplace user guide for supplier search and order entry tips. Please note that full-service caterers and event rental suppliers require a request for quote from the customer through The Catering Marketplace before they can provide a quote in return.
Report Enhancements: "Find Miscellaneous Payment Request Summary – OSU" and "Find Expense Report Details – OSU"
The two reporting enhancements listed are now in production.
Find Miscellaneous Payment Request Summary – OSU - This report has been enhanced to include the Accounting Date, and Reconciliation Status as both a report prompt, and output field.
Find Expense Report Details – OSU - This report has been enhanced to include the Merchant Name transmitted to the bank for Expense Report lines associated with PCard Purchases.
Coming Soon: Changes to the Equity Balances by Balancing/Carry Forward Worktags
As a result of user community feedback, the "Equity Balances by Balancing/Carry Forward Worktags" report will receive two updates.
- A new column titled "Total Sources" will add the "GFA Activity (includes GFA original & net revisions & student reimbursement)" and the "YTD Sources/Other revenues-Transfers" together into a new column.
- The "Total Spendable Balance" will now add the "Beginning Balance," the "GFA Activity (includes GFA original & net revisions & student reimbursement)," and the "YTD Sources/Other revenues-Transfers" in columns together. It will also be moved to follow the newly created "Total Sources" column. Historically, the "Total Spendable Balance" only added the "Beginning Balance" and the "GFA Activity (includes GFA original & net revisions & student reimbursement)" columns together.
Changes to Sources and Uses Suite Can Affect Saved Filters
An enhancement has been made to the Sources and Uses suite of reports to allow users to select "book" when running a report.
Please note that if you have saved filters on this report you will need to ensure your report is running on the common book to return the results your saved filters would have normally returned. When you apply a saved filter the book default of common book will blank out. Please update your filters to select the common book if appropriate.
For any new report runs the most utilized book for decentral users remains the "common book" and this has been defaulted in the report prompt for user convenience.
Tableau Payroll Reports New View Shows GL Payroll Data with Hours and Amount
An additional view has been created in the "Payroll Expense Details and Flexible Payroll Expense Data" to show hours associated with salary expense. The new tabs are called "Prepopulated Monthly Payroll Actuals (Hours and Amount)" and "Flexible Monthly Payroll Actuals (Hours and Amount)."