The new Expenses Hub is live within the Workday Menu options. The Expenses Hub is a central location for managing your expense-related tasks and transactions and will display transactions that require your attention. It is not intended to manage the Expense tasks and transactions that you have submitted on behalf of others as part of an administrative role. See the full post to review a quick video in BuckeyeLearn that shows how to access the new Expenses Hub and what is included in this new Workday resource.
The "Find Credit Cards – OSU" report is designed to provide departments and colleges with a listing of PCards by Cost Center and Cost Center Hierarchy Level 6. Cost Center and Cost Center Hierarchy Level 6 are assigned to each card by the PCard Office based on the Cost Center provided on the PCard Application or subsequent PCard Maintenance Forms.
See the Report Inventory information available on the Business and Finance site for a current list of security roles required for this and other reports.
The logic for Cost Center Hierarchy Level 6 and Cost Center has been updated to provide units with visibility to all Credit Card Transactions for their area, including those assigned to External Committee Members.
These fields and report prompts have been mapped using text fields to the Cost Center number and corresponding Cost Center Hierarchy Level 6 that was provided on the PCard Application instead of the Cost Center currently assigned to the Expense Payee or Card Manager for the transaction.
The PCard Office is now offering an additional training course titled, PCard Use and Responsibilities . This is a more comprehensive training option than the PCard Overview course offered at BuckeyeLearn.
This live and interactive course is designed for Cardholders, Card Managers, Card Users, and individuals that support the PCard transaction expense process. The course provides a comprehensive review of PCard Use and Responsibilities with live demonstrations and participant engagement.
The Travel Office is now offering an additional training course titled, Business Travel Life Cycle – Live and Interactive . This is a more comprehensive training option compared to other self-led courses offered through BuckeyeLearn, such as: (1) Introduction to Business Travel and (2) Online Business Travel Life Cycle Modules.
This course was developed specifically to provide interactive discussion and demonstrations for the 4 core steps in the business travel life cycle and is recommended for employees who travel frequently, employees who routinely arrange travel for others, and employees who administer business travel processes. The course covers all business travel for the University and the Health Systems and incorporates guidance for Individual, Group and Team travel.
Participants can choose the attendance method that suits their preference: In-Person (Classroom) or Virtual (Teams Meeting). Register through BuckeyeLearn .
For questions, contact the Travel Office at travel@osu.edu or 614-292-9290.
The "Find Spend Authorization Summary – OSU" report has been enhanced to provide additional flexibility and insight into tracking the completion of the International Travel Acknowledgement of Understanding (AOU).
The fields listed below have been added to the report output.
"International AOU Required" - Shows "yes" if the Spend Authorization requires completion of the AOU questionnaire. "International Travel AOU Acknowledgement Date" - Shows the date selected on the questionnaire if completed. If the questionnaire has not yet been completed, this will be blank.
In addition, a checkbox has been added to the prompt (Spend Authorizations with International AOU Only), that when selected will only return results in the report that include an International Travel AOU questionnaire. To view only "in-process" Spend Authorizations, it is also recommended to use the status prompt filter as well.
Effective December 16, 2022, the International Acknowledgement of Understanding Form (AOU) will be launched in Workday as a Questionnaire step for the employee traveler (faculty/staff) to complete with a new Spend Authorization that includes an international destination in a Spend Authorization line. This will replace the DocuSign version that is currently hosted at the Travel Website. The International Acknowledgement of Understanding Form (AOU) was made a requirement for International Travel with the Travel Guidelines released in June 2021, following the university’s travel suspension due to COVID-19. See the full post for details.
Effective December 16, 2022, the Business Purpose drop-down menu on the header of the Spend Authorization and Expense Report will include updated selections. Business Purpose selections will be grouped by type (e.g., PCard, Reimbursement-Non-Travel, Travel) and will be condensed to a more finite list that supports analytical review of the type of travel or expense.
See the full Newslink post for the updated list of the new Business Purpose selections and their description of use.
