All new applications for a PCard and/or requests for replacement due to loss/fraud will be available for in-person pick-up at 901 Woody Hayes (Blankenship Hall) effective September 1, 2021. Cards requested on or before August 25, 2021 will be routed to the location referenced on the application or as discussed with the PCard Office. See full NewsLink article for details.
Business and Finance has a new travel curriculum available in BuckeyeLearn. Learners are able to add all the modules to their transcript in one curriculum or search for and complete the individual pieces as needed. The course is primarily intended for travel arrangers and travelers who want more information regarding the travel process. The modules are broken into the steps of the travel lifecycle. See the full NewsLink article to review the module details and access the full Travel curricula link.
Effective July 1, 2021, the university will allow business-related travel in line with updated health and safety requirements and our continued focus on fiscal responsibility.
Faculty and staff are expected to exercise prudent fiscal management when considering FY22 travel arrangements to determine whether in-person or virtual attendance at any event, program, or other circumstance will be most effective. Review the Business and Finance Travel post for full details .
The Expense Report approval for service center PCard purchases has been modified. This change eliminates the duplication of approvals on the Expense Report, except for the Business Operations Center Lead.
Effective immediately, Business Operations Center Representatives should now submit the Expense Report with the business purpose of "Service Center PCard." Service centers will need to reference the requisition number on the corresponding expense line for audit purposes. To learn more about this process, review the Create Expense Report for Credit Card Transactions (non-travel) job aid found in the Administrative Resource Center (ARC).
PCard transactions must be expensed within seven (7) business days from the transaction load in Workday. To ensure that all transactions are expensed timely, the Cardholder/Card Manager and unit are expected to monitor transactions that have not been processed on an approved Expense Report by running the Credit Card Transactions-OSU report in Workday
The PCard Office will also be monitoring unexpensed transactions and will route warning notices to Cardholders/Card Managers when transactions surpass 90 days without an approved Expense Report. After 120 days, an account suspension will be applied to all PCards issued to the Cardholder/Card Manager until outstanding transactions are processed on an approved Expense Report
For step-by-step guidance of expensing PCard transactions, please refer to the following Job Aids at the Administrative Resource Center (ARC):
Effective November 18, the AMEX card was retired for use with sponsored projects by principal investigators. A replacement option is available through the PCard Program. Apply now for a new OSP PCard for use beginning December 28.
For the interim, an eRequest for a purchase order can be submitted for purchases through December 14. If emergency purchases are needed after December 14 and before January 7, contact Office of Sponsored Programs (Purchasing) .
