Tagged: NewsLink

Effective May 25, the “Find Assets Details - OSU” report will be unshared for most users. This report was designed to display one row per asset share for assets with split funding, which can result in incomplete worktag information for assets without shares. For consistent and complete asset reporting, users should plan to use “Find Assets Summary - OSU” going forward.

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.

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.