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A new Position ID field will be added to the "Find Journal Lines – OSU – Posted Journals by Amount Type" report on Monday, June 29. This update provides additional detail to help users better identify and analyze journal line activity.

Effective July 1, 2026, all internal service providers currently posting revenue to RC1075 – Sales Revenue External (formerly “Sales Income”) will be updated to RC1340 – Sales Revenue Internal to reflect the correct revenue source. This change aligns with the broader initiative to standardize and clarify revenue category usage across the university. The Controller’s Office will complete these updates centrally. Internal revenue posts through the internal order billing process; therefore, no additional action is required from earnings operations.

Please note that the equity roll-forward of FY27 beginning equity balances will not occur until after second close, which is at 5 p.m. on the evening of July 20, 2026. As a result, reporting will be affected until the equity roll-forward process is complete. 

Future-dated appointments are now removed from the Personnel Expenditure Summary report’s FTE column, and Trainee Stipends (Object Class 4200) expenses have been moved from the Non-Personnel Expenditure Summary to the Personnel Expenditure Summary. Object Class was added to the Drill Down for Non-Personnel Expenditure Summary.

The “Forecast Plan Name” default prompt value has been updated to reflect the FY26 Spring Forecast being loaded on several Sources and Uses reports listed in the full post. Additionally, users utilizing saved filters for these reports may wish to update their saved filter using the “Manage my Saved Filters” task as previously saved filters will override the new defaults.

The "Find FDM Requests" report has been updated to include the most recently added request types of "FDM Request: Create New or Edit Existing Balancing Unit" and "FDM Request: Worktag Inactivation." Prompts will no longer default values except for the "Initiated On or After Date," which will default to the beginning of the current fiscal year. The output of the report has an added column to display "All Accessible Comments" so users may review the new worktag value or comments from the business process.

A new Costing Allocation training module (go.osu.edu/costingallocations) is available in BuckeyeLearn. This 30-minute online course explores the various ways payroll costing allocations are applied and their hierarchical stages. After completing this course, users will be able to explain the key concepts of costing allocations and describe the costing allocation hierarchy.

Initial FY27 payroll commitments are scheduled to be run on June 20. Please be aware that due to system constraints, FY26 payroll commitments will not zero out until an integration with a journal source of "Payroll Encumbrance Accrual Reversal" runs (scheduled for July 6). Correcting entries for any over liquidations will also post on July 6. Due to this issue, encumbrance adjustments will not run between June 21 and July 6 when the year-end close work is complete. The regular encumbrance adjustments schedule will resume on July 7. Reporting for University and OSP will be affected until this date.

New approval and review steps for purchase requisitions are coming soon and will be rolled out in two phases this year (July 1 and September 1). Phase 1 will simplify approvals and shift some responsibilities, while phase 2 will fine-tune the process, clarify responsibilities, and add controls where needed.

The Travel and Expense Offices will conduct a system cleanup of aged transactions to release encumbrances, improve performance, and remove outdated items. It's important to remember that all units are responsible for reviewing and managing outstanding transactions before the July 1, 2026 deadline. Note, please do not close, approve or modify any Expense Reports or Spend Authorizations from end of business on Monday, June 29, through the start of business on July 1. Doing so will cause accounting roll forward issues that result in incorrect financial balances for the year. See the full post for more details.