Tagged: NewsLink

A new training on Ohio State’s technology platforms, tools and resources is available for managers, manager liaisons, and administrative professionals. Build your foundation and confidence in using administrative technology that assists you in performing your work and managing employees. Human Resources team members will cover topics such as HR Connection, Workday, Microsoft 365, BuckeyeLearn and others, and guide you in finding and using tools that support your work. The Zoom training is offered the third Thursday of each month starting Sept.

Customer Deposit functionality has been updated to enable users to add attachments for supporting documentation. Customer Deposits now has a new tab to include attachments when creating, editing, or revising the deposit. Anyone who has access to create and/or edit Customer Deposits will also have access to add/change attachments on Customer Deposit transactions.

A new monthly Workday notification and email reminder will be sent to individuals with effort certifications pending their approval for 30 or more days. 

Earnings units subject to sales tax must ensure a cost center journal is recorded monthly for sales tax payable to Debit 42000 Revenue and Credit 20500 accrued sales tax. This has been added to the Monthly Unit Reconciliation Checklist.

Please enter the journal ID on the sales tax form and submit your sales tax information monthly to salestax@osu.edu.

Cost Center Managers and Service Centers have a responsibility to ensure the appropriate spend category is used on all transactions.

Pay special care to non-catalog requests with items with a useful life of one or more years that are over the greater than $5,000 threshold and ensure an appropriate trackable spend category is used; otherwise, the transaction will not route for registration. The "Spend Categories – FDM Values" report can be run with a filter on "Spend Category is Trackable" to identify trackable spend categories.

The Workday report "OSU Plan vs Actuals by Cost Center" will be decommissioned on October 9.

Individuals should utilize the report "Plan vs Actuals by Plan Worktag" as the alternative.  If you have saved filters for "OSU Plan vs Actuals by Cost Center" they should be moved to the replacement report prior to October 9. 

To support training related to upcoming changes in the internal order billing process, the Workday training tenant refresh schedule has been updated. Rather than the usual weekly refresh to update the tenant with a new copy of the live Workday environment, training tenant refreshes have or will occur on:

A new Aggregate tab default view is now available. The new view:

The "Find Spend Authorization Summary - OSU" report has been enhanced with a new additional field in the report output. New field name is “In Progress Linked Expense Reports.” 

There are two linked fields in the report “Draft Linked Expense Reports” and “In Progress Linked Expense Reports.” Both will be populated in the report when the expense report status is “Draft” or “In Progress.” These two fields can be used when reviewing Spend Authorizations that can be closed and are no longer needed. 

New tips and tricks information on the Miscellaneous Payment process has been added to the Business and Finance website to provide users with an overview of the business process and links to additional resources.