Additional Quick Tip text will be visible for Create Spend Authorization, Create Expense Report, and Edit Expense Report tasks. The new Quick Tips will be visible to self-entry workers and provide guidance next to the fields being populated which can be accessed by clicking on the blue circled question mark icon.
Note: This functionality is not currently available on the related Expense Data Entry Specialist tasks of Create Expense Report/Spend Authorization for Worker and Non-Worker.
Starting in December 2024 and annually thereafter, the Expense Office will be conducting the Miscellaneous Payment Request and Non-Travel Expense Report clean-up. The clean-up process will include the cancellation of any Miscellaneous Payment Requests or Non-Travel Expense Reports that are in "Draft" or "In progress" status for more than 365 days. Cancellation of these unfulfilled tasks will improve system performance and eliminate unneeded content. See the full post for details about actions that must be completed by November 27, 2024 .
Effective Tuesday, October 1, 2024 , the Travel Policy will be updated to reflect guidance for childcare costs and travel costs for children as outlined in the Code of Federal Regulations. Changes are listed below.
Adding definitions for child, conference, and research Permits travel costs for children when a university employee is traveling for research with a trip duration of 6 months or more Permits childcare costs above and beyond normal childcare costs when traveling to a conference that lasts 5 consecutive days or greater Provides additional requirements for the approval and submission of these expenses
The Travel Office FAQs will be updated on Tuesday, October 1 .
All PCard Forms that support the issuance of a new PCard or adjustments to an existing PCard will be moved from DocuSign to Workday on Monday, August 12 .
Additional information and resources will be posted at the PCard webpage on the Business and Finance site prior to the transition. The PCard Office also offered an Information Session and Demonstration of the new Workday forms and submission process. See the article at the PCard webpage for a link to the recorded session.
For questions, contact the PCard Office at pcard@osu.edu or 614-292-9290.
All PCard Forms that support the issuance of a new PCard or adjustments to an existing PCard will be moved from DocuSign to Workday in August 2024. More information regarding the implementation date will be announced in the next NewsLink posting.
The PCard Office is offering an Information Session and Demonstration to provide guidance and resources to assist with the transition of the PCard Application and Maintenance Forms into Workday.
Join the Information Session and Demonstration on Wednesday, July 24 (2- 3 p.m.). Check out the full Business and Finance PCard article for more details and the link for joining the session.
For questions, contact the PCard Office at pcard@osu.edu or 614-292-9290.
In an effort to improve travel data analytics, the Travel Office has coordinated updates with the FDM team (effective Monday, July 1) to separate expense items into distinct spend categories for enhanced reporting. Careful consideration should be made when selecting expense items or spend categories that can affect travel expense data and downstream reporting.
Cost Center Managers and Service Centers have a responsibility to ensure the appropriate spend category or expense item is used on all transactions. It is recommended to run “Spend Categories - FDM Values” for Travel spend category hierarchy to review the existing financial worktags. It is also recommended to run “View Expense Item” for Travel Expenses to review the existing expense items.
For questions, contact the Travel Office at travel@osu.edu or 614-292-9290.
The Expense Office has launched a new webpage that provides guidance and resources for processing Non-Travel Reimbursements and Miscellaneous Payments including links to processing tools and job aids, reporting options, frequently asked questions, and news updates.
Mark your calendars and join us for the new monthly Travel, PCard, and Expense Office Hours! Starting July 2024, the Travel, PCard, and Expense Office will be hosting office hours as a joint session. This is a great opportunity to stay connected to current news, updates, and ongoing processing support.
Travel, PCard, and Expense Office Hours are held on the second Tuesday of every month from 10 - 11:30 a.m. Participants will review current news and updates (system, policy, or supplier information), observe demos of Workday travel processes, and chat with the Travel, PCard, and Expense team to ask questions or get guidance for policy/system issues.
