Tagged: Business and Finance

During the week of Monday, January 27, a new interface was released for Payroll Accounting Adjustments (PAAs) for retroactive payroll posted on a paycheck. Listed below is a high-level summary of the changes. 

Effective January 15, the sheet and report user interface within Adaptive Planning will be updated. The blue banner will be removed on all report and sheet pages and all search fields and data tables will have rounded corners. Additionally, the Add New button will move to a new location below the top menu bar on the report overview and sheet overview pages. The functionality on these pages will remain the same. See the image below to preview the new look.

The Office of Business and Finance welcomes your feedback on revisions to the Deposit of Funds policy and Petty Cash Funds, Change Funds, and Cash Advance Payments policy (currently named the Cash and Cash Alternatives Payment Methods policy). These policies are open for university-wide feedback through October 27 on the University Policies website. Visit the “Policies Under Review” tab to view an overview of the policy changes and the proposed revised policies. 

This is a reminder to everyone that the Auditor of State Training is due by Tuesday, October 29. An email was sent out to all employees from the Office of Business and Finance. As a reminder, Ohio Senate Bill 91 recently amended Ohio Rev. Code 4113.52 to require all state employees, with few exceptions, to report alleged fraud, theft in office or misuse or misappropriation of public money to the state. House Bill 33 then amended Ohio Rev.

The "Cost of Sales" worktag changes listed below are coming soon.

Validations on Expenditure Treatment (ET101)

The Nelnet Commerce Manager training is a half-hour course and introduction to using Nelnet Commerce Manager. Nelnet Commerce Manager is a simple but flexible option for accepting credit card payments online.

As of July 18, an updated Workday notification has been created following the approval of a Subaward Supplier Contract or Subaward Supplier Contract Amendment. A notification of fully approved subaward supplier contract or supplier contract amendment goes to all the prior approvers in the workflow and the initiator. This creates consistency with other spend transactions.

Two helpful reports are available to assist with year-end business document clean up that was first shared in April (see original post).

The "UNIV Remaining Encumbrances - Requisitions, POs, Spent Authorizations" report helps end users identify transactions and their encumbrances that will roll forward at the end of the fiscal year.

Beginning on Friday, May 24, delegation will be enabled on several Workday business processes. Prior to this change, delegation was only enabled on time tracking and financial business processes.  These changes will make the functionality available to human resources business processes. 

Effective May 24, 2024, a revised interim Earnings Operations policy will be issued. Changes were made to advance compliance with current Office of Management and Budget Uniform Guidance, the authoritative set of rules and requirements for federal awards management, and thereby reduce the risk of waste and misuse of federal funds.