New tips and tricks information on the Supplier Invoice Request (SIR) process has been added to the Business and Finance website. This information provides users with an overview of the business process and a crosswalk to additional resources.
A secondary payroll expense detail report has been made available in Tableau to allow users a more customizable experience when interacting with Payroll Data.
Flexible Payroll Expense Details - a customizable grouping payroll expense report with two worksheets.
Flexible Cumulative Payroll Actuals and Encumbrances - provides customizable journal attribute grouping and returns a year-to-date total spend based on parameters selected in the prompt as well associated remaining encumbrances Flexible Monthly Payroll Actuals - provides customizable journal attribute grouping based on periods selected in the prompt.
Starting in FY23, the budget structure for Ohio State has transitioned to “Adaptive Operating Plan.” To view budget structure for other companies or for FY22 or earlier for University reporting, you will need to change budget structure from “Adaptive Operating Plan” to “Operating Plan.”
The Fiscal year 2023 Period Close calendar and Department Fiscal Payroll Processing calendar are now combined into one single calendar. The calendar can be found on the Controller's website both under Business Processes within the Period Close page and the Payroll Accounting page.
Workday Release 2022R2 will be in production on Saturday, September 10. Business and Finance and OTDI team members are jointly conducting a meeting to present those updates with a focus on finance, supply chain, and payroll accounting functions. The session will be held from 1-2 p.m. on Wednesday, September 7. Use the MS Teams link to join .
Reporting users have shared that sporadic data is missing from Tableau reports using the “ [CERTIFIED] Workday FIN Mart - Journal Line Detail ” Tableau data source. This data source is powered by journal line related datasets flowing into the Reporting and Analytics Environment (RAE) from Workday. T he reload/update of the journal lines data in the RAE is expected to be complete by August 24, 2022.
The "Cost Center – FDM Values" report has been updated to include the Cost Center Manager(s) assigned to each specific cost center, if applicable. This report enhancement can help identify missing cost center manager security assignments.
After identifying significant accounting issues with negative expense report balances since this original update was shared, a custom validation was added to prevent an expense report from being submitted with the Personal Expense checkbox selected.
