Tagged: NewsLink

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.

Spring offerings for Accounts Receivable training are now available for registration in BuckeyeLearn. Sessions include Foundations, Customer Invoicing, and Invoicing Best Practices, Correcting Billing Errors, and Collections on Past Due Accounts Receivable. See the full post for registration links and dates.

As a reminder, the April Finance Office Hours session will be held from 3 p.m. - 4 p.m. on Tuesday, April 21. See the full post for information on how to join.

The Controller’s Office is implementing an initiative to define spend and revenue categories with the goal of enhancing the accuracy of financial and tax reporting (where applicable). By providing clear definitions and guidance, this effort will aid end users with proper category selection and provide greater insight into how category attributes impact Workday reporting and processes downstream. See the full post for a list of changes that will be implemented over the next several months and completed by July 1, 2026.

The Controller’s Office has recently reviewed and updated all Payroll Accounting related job aids and Frequently Asked Questions available on the Administrative Resource Center (ARC) to ensure the most current processes and guidance are reflected. Payroll accounting Tips and Tricks pages have also been updated to help end users navigate this complex area. All end users who support or interact with payroll accounting activities are encouraged to reference the updated job aids and tips and tricks as needed. See full post for links.