Tagged: NewsLink

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.

New contracts and Buckeye Buy catalogs are available in Workday for Plumbing and Drain Cleaning, Backflow, Refrigeration and Insulation Services. All catalogs are located under the Search Catalog section of Buckeye Buy. See the full post for contract book links to supplier contact information and service availability to the regional campuses.

The Office of Business and Finance is pleased to share process and workflow enhancements, beginning with Travel, PCard, and Reimbursement processes in Workday. Informed by feedback from the President’s listening sessions, these updates are designed to reduce administrative burden, simplify requirements, and improve the overall user experience. See the full post for an overview of initial changes.

Build confidence in earnings operations with the Earnings Operations Curriculum, a flexible learning pathway for those who support or manage earnings activities. Choose short, focused modules on core finance and fiscal topics that impact earnings operations across the university. Take the courses that fit your role and tailor learning to what matters most. Read the full post for details on what courses are included.

This post shares information about key dates for Summer 2026 tuition assistance (or fee authorization) processing as well as links to more information about the tuition assistance programs at the university.