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Extension Operations

Ohio State University Extension

CFAES

News

  1. Getting Contracts Signed

    Mar 4, 2024

    Contracts: Who Signs?

  2. Reassigning Expense Credit Card Transactions

    Feb 22, 2024

    TRAVEL expenses paid on a Department PCard must be reassigned to the traveler so they can insert their SA# (Spend Authorization #) in the expensing entry. The traveler is to do this within 7 business days of the transaction date. (The card manager is responsible for all NON-TRAVEL related purchases.)

    To REASSIGN an expense to another employee:

    Log into Workday, in SEARCH type Reassign Expense Credit Card Transactions or a short version of that and hit enter. (Less is more when typing in the Search bar.)

  3. Spend Authorization Requirements When Third Party is Paying

    Feb 20, 2024

    When an employee is traveling for business and a third party is covering all the costs:

    A spend authorization should still be submitted, but it can be submitted for $1 using the Travel Incidentals expense item.

    It should be made clear in the business justification that a third party is paying all travel costs and no expenses will be processed through the University. It also needs to be clear the dates of travel, destination and purpose of the trip.

  4. Xero – Local Checking Account Software

    Jan 30, 2024

    Soon this winter all Extension offices with local checking accounts will transition their bookkeeping to a single cloud-based software platform called Xero. Extension Operations is currently piloting the software with six county offices. Transition to Xero will be mandatory and at no cost to county budgets.

    Benefits of Xero:

  5. Reconciliation Process

    Jan 30, 2024

  6. Extension Name Badge Order Process and Format Update

    Jan 29, 2024

    New Employees

    The Extension Operations team is now ordering name badges for new employees – which will be delivered to each employee’s office location by or shortly after their start date.

    Format Update

    Both new and replacement name badges will now be ordered via UniPrint, using the Extension mark. All name badges ordered after this point will use the updated format.

  7. Sponsorships

    Jan 29, 2024

    When we are paying another organization as a sponsor of their event:

  8. Requesting Transfers for Workday Changes

    Jan 26, 2024

    Requesting Transfers for Workday Changes

    Documentation to be uploaded in the Expense/Revenue Transfer Webform

    County to County Payments: Transfer Form and an Invoice.

  9. UniPrint Ordering

    Jan 10, 2024

    The Uniprint ordering system does not communicate with Workday, so similarly to 4-H Publications with Comm Media, while placing the order through UniPrint- start creating the requisition - CREATE Requisition  -Search Catalog - type UniPrint in the Search field... to pay them in Workday. It is helpful to have both UniPrint and Workday windows open at the same time for this 2-STEP PROCESS.

    UniPrint:

  10. Ohio Sales Tax Reporting

    Jan 7, 2024

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