Tagged: NewsLink

To assist with the year-end procurement roll-forward process, the Controller’s Office is analyzing old internal and external Purchase Orders (PO) and will be closing out POs that meet these parameters during the week of May 18: 1. POs that are over 18 months old which have not been invoiced in the previous year (excluding POs for multiyear service contracts that are only billed annually, those related to construction projects beginning with “PJOSU,” OAKS type POs, and those that are FD520 grant related); and 2: POs that have a remaining balance of greater than .01 and less than $1 that have a "last activity date" prior to May 2026. To learn more, including how to see what POs will be closed as part of this process and how to reopen POs closed in error, see the full NewsLink post.

The detailed FY27 period close and department fiscal payroll processing calendar has been published and is now available on the Controller's website. See full post for the website link. There are several key changes to be aware of for the period close process, beginning with the July FY27 monthly close. Again, see the Controller's website for more details. It is important to note that activity must be submitted and fully approved by the deadlines specified in the close calendar to post to the month being closed.

Buckeye Buy is excited to share new catalog information for departmental and guest parking permits through CampusParc, window cleaning (Crystal Clear Building Services, Newpoint Services (formerly Globe Window) and Keep it Clean), power washing (D&D Commercial Cleaning and TNT Powerwash), and portable restrooms (Fusion Site Ohio dba Rent a John and Pro Kleen dba Porta Kleen). See the full post for more details and catalog links.

The Software Preapproval Process (SPP) is fully available in Workday and is highly encouraged for use. There are several SPP form enhancements planned for May 15, including streamlined Vendor Preapproval Form language and instructions, the addition of accessibility ratings, and a Digital Accessibility Approver-only section. See the full NewsLink post for more detail, including some background for those new to SPP or those yet to implement it in their college or unit.

This issue has been resolved as of Wednesday, May, 6, 2026. See the full post for details.

New prompts have been added to the "Find Journal Lines - OSU - Posted Journals by Amount type" report. The prompts "Budget Date On or After" and "Budget Date On or Before" have been added to help narrow the report output to a specified budget date range. This is useful for grants reporting to view financial activity based on "activity" dates. See the full post for more details.

New prompts have been added to the "Find Journal Lines - OSU Payroll Detail" report. "Budget Date On or After" and "Budget Date On or Before" prompts have been added to help narrow the report output to a specified budget date range. Additionally, a new "Costing Source" column has been added to the output of this report. See the full post for more details.

The "Financial Balances Summarization with Flexible Selectable Columns" report has been enhanced with a new field: Journal Sequence Number.  This improves journal traceability and reporting clarity for finance users in Tableau reporting. See the full post for more details.

This is follow-up to a prior NewsLink posts about the process and workflow enhancements to the Travel, PCard, and Reimbursement processes in Workday. Informed by feedback from the President’s listening sessions, these updates coming from the Office of Business and Finance are designed to reduce administrative burden, simplify requirements, and improve the overall user experience. See the full post for details.

This post shares two reminders about invoice headers. 1 - Be sure to include contact information for your department or unit in the “Memo” field of the invoice header so that your customers can connect with you directly about invoice questions. 2 - Bill-To Contacts must now be selected manually when creating an invoice. To ensure the correct contact(s) receive an emailed copy of an invoice, you must select them from the Bill-To Contact drop-down menu. See the full post for additional details. Please note that these reminders are specific to Accounts Receivable – i.e., external (non-Ohio State) customer billing. Also, these reminders are not applicable to billing for Sponsored Programs.