Enhancements for the Expense Report Exceptions report will be available in Production no later than August 1, 2022. The report has been enhanced to provide additional functionality and usability. See the full NewsLink article for a listing of enhancements.
Two drop-in office hour sessions will be available in July. The sessions will be focused on year-end needs and allow units to stop in if there are questions related to finance or supply chain as we approach year-end close. No formal agenda or material will be presented.
Drop-In Office Hours (Finance and Supply Chain) Session 1 of 2, Wednesday, July 6 from 1 - 2 p.m. Use the MS Teams link to join. Drop-In Office Hours (Finance and Supply Chain) Session 2 of 2, Tuesday, July 12 from 1 - 2 p.m. Use the MS Teams link to join.
A new "Commitments and Obligations" virtual training has been created in BuckeyeLearn to help financial users and service centers develop a baseline skillset on encumbrances and pre-encumbrances.
Enhancements were recently made to select finance and supply chain business processes. If a transaction is denied, any previous approvers and the initiator will receive a notification of the denial in Workday. Previous approvers will receive a notification for the business processes listed.
For all finance and supply chain business processes, the initiator will receive a notification of a denial in Workday.
The notifications include a link to comments for more information about the denial. See the full article for more details including a list of updated job aids.
For select Finance and Supply Chain business processes, if a user has more than one security role for approval at different steps in a process, one approval now applies to all approval steps. For example, a cost center manager who also holds the role of grant manager will only approve once. For future approvals, the previous approval will apply. The business processes listed in bullet points are impacted by this approve once change, which has been added to Workday production as of Friday, April 29.
In certain situations where transactions are split across cost centers and a previous approver is also a department leader, the department leader step may be skipped. In these cases, the department leader can be added back as an Additional Approver if required. The system capability to do this will be added on Friday, May 6.
The template to upload journal entries via EIB is changing. Beginning at 5 p.m. on Thursday, April 21, you will need to use the new template. The current template will not work after 5 p.m. on April 21. The current information found at the Upload Journal Entries (EIB) link in the Administrative Resource Center (ARC) will be updated at the time.
What's changing? We are updating to the newest version and adding a column for Employee ID.
April Finance Office Hours will be held from noon - 1:30 p.m. on Tuesday, April 19. The topics discussed will be focused on year-end activities. Use the MS Teams link to join.
New tips and tricks information is being added to the Business and Finance website which will provide users with an overview of business processes and a crosswalk to additional resources. The first item being added is Supplier Invoice Process Tips and Tricks .
