Articles Tagged: Travel-PCard-Expense

The PCard Office is offering two open working sessions to assist with year-end responsibilities to ensure PCard transactions are processed with an approved Expense Report by the end of the fiscal year (June 30, 2022). Check out the full Business and Finance PCard post for more details and links for joining each session .

The “Historical eTravel - Payment Request” Tableau report now has Payment Request Status and T-number as available search parameters.

The “Historical eTravel - Travel Exception” Tableau report now has T-number as an available search parameter.

On January 6, 2022, a change was implemented with the intent to workflow any Expense Reports with different Cost Centers from the Spend Authorization to the Cost Center Manager(s) regardless of the 20% threshold. This change had an issue that wasn’t caught during testing and was workflowing for all conditions regardless of Cost Center being different. The Expense Report workflow has now been updated and is executing as expected as of today. All Expense Reports will do an additional routing to the Cost Center Manager if over 20% from Spend Authorization. In addition, Expense Reports will now route to the Cost Center Manager if the Cost Center(s) are different than the Spend Authorization.

If you have questions, please contact the Travel Office .

Office hours will continue for Travel and PCard in January 2022. See the full NewsLink article for session links to join through MS Teams.

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.

Ohio State's Travel Office is offering four (1-hour) sessions as a part of the travel partner series with American, Delta, Southwest, and United Airlines. The sessions are designed to bring the university's travel partners to an accessible forum to discuss return to travel updates and address your questions. Check out the full Business and Finance Travel post for more details and links for joining each session .

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 .

Office hours will return for Travel and PCard starting in June. See the full NewsLink article for session links to join through MS Teams.

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).