Tagged: Workday

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.

As of Friday, September 1, the "Managerial Trial Balance" report behavior will change when viewing equity balances.

Prior to the change, equity balances would calculate "beginning balance – net margin" to derive an ending equity balance. After this change, the equity balance on the trial balance will always reflect the beginning balance numbers. Going forward, you must take your equity balance and subtract your net margin from it (sum of Revenue and Expenses) to obtain the derived equity balance as of the date you run the report.

The "Flexible Payroll Expense Data" report allows users to customize worktags to display when reviewing payroll expenses. As of Monday, August 21, the Tableau report interface for the custom worktag selection will be enhanced to improve the end user experience. Instead of users selecting the "select column" icon from the top right of the report, now all column selections will appear above the column’s headings and will remain displayed.