NewsLink Articles
New Expense Webpage
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.
Join the Travel, PCard, and Expense Office Hours for more information or contact the Expense Office at expense@osu.edu or 614-292-9290.
New Travel, PCard, and Expense Office Hours Starting July 2024
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.
See the full Business and Finance Travel, PCard, and Expense post for more details and links to join a session through MS Teams.
New Job Aid: Supplier Invoice Business Process for Capital Expenses
A new Supplier Invoice Business Process for Capital Expenses job aid (login required) has been published in the Administrative Resource Center (ARC) for University Company users. It provides instructions for how to determine if a supplier invoice will be capitalized and to what ledger account it will post.
New Statistics Book Code
A new statistics book code will go into production on Wednesday, July 3. This has been created to separate statistical entries from the actuals ledger. Some examples include "OSU Health System statistics" and "OSP – research for third party cost share." Due to this change, users may notice this new statistics book code while selecting book code prompts on various financial reports. Please also be aware that due to the new book code, the Journal EIB template will be changing on Friday, July 12. This post will be will be updated with additional details.
FDM Translation Tool to be Decommissioned July 31
The Foundation Data Model (FDM) Translation Tool, which was utilized to convert PeopleSoft chartfield values into Workday values, will be decommissioned after July 31, 2024. A new report called PeopleSoft to Workday Conversion Details (authentication required) is now available to financial users in the Reporting and Analytics Environment (RAE). This report provides the same information as the translation tool with more accuracy regarding the full worktag combination that was used during conversion. Read the full post for more details and how to obtain help accessing the report.
FY25 Period Close and Department Fiscal Payroll Processing Calendar
The detailed FY25 period close and department fiscal payroll processing calendar has been published and is now available on the Controller's website for download in Excel format. Note: In FY25, Assets and Depreciation close will occur on Day 5. Previously, these activity groups closed on Day 3 and 4, respectively.
Reminder: FY24 Year-end Business Document Clean Up
Two helpful reports are available to assist with year-end business document clean up that was first shared in April (see original post).
The "UNIV Remaining Encumbrances - Requisitions, POs, Spent Authorizations" report helps end users identify transactions and their encumbrances that will roll forward at the end of the fiscal year.
The "Purchase Orders with Documents Awaiting Action" report helps end users identify in progress and draft documents which require action before a PO can be closed. This report will only return purchase orders if one or more specifc criteria are met. See the full post for the criteria and more details.
Improvement on Period Activity Pay Forthcoming
Currently, when Period Activity Pay is initiated, the costing allocation details are required to be entered. We are excited to share that a change is being made starting Thusday, June 20 that will allow Period Activity Pay to be initiated without the costing allocation details. This will then allow the downstream approvers, HR Consultant, or Cost Center Manager, to add the costing allocation information during their review. The costing allocation information must be entered to successfully complete the Period Activity Pay business process.
Tuition Assistance Key Dates Autumn 2024
This article shares information about key dates for Autumn 2024 tuition assistance (or fee authorization) processing as well as links to more information about the tuition assistance programs at the university.
Updated Look Coming Soon to the Student Information System’s Applicant Center, To Do List, and Holds Functionality
On Tuesday, June 11, 2024, additional self-service pages will transform into the enhanced and mobile-friendly PeopleSoft user interface, Fluid.
Applicants and new students will experience an improved Applicant Center Fluid interface. Current students will be able to view both the “To Do List” and “Holds” through the Fluid interface.
See the full post for more details.