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Extension Operations

Ohio State University Extension

CFAES

News

  1. Asset Management (Inventory): Tracking and Disposal of Assets

    Mar 27, 2024

    Each year, our organization is asked to take stock (INVENTORY) of what we are managing in our offices. As a public institution responsible to our constituents, items located either in our offices or managed by them, need to be accounted for within our Workday system.

    Each office with registered assets will be receiving an email both to the previous Asset Managers within local offices, Office Coordinators and Area Leaders to complete this task.

  2. Extension Contract Approval Processes

    Mar 26, 2024

    Never sign a contract, MOU or MOA locally Contract from CFAES unit Department Leader (may or may not need requisition)
  3. Amazon Restrictions

    Mar 25, 2024

    OSU Purchasing has worked with Amazon to block products from purchase that fall under certain categories for which we may have a contract supplier able to offer the same or similar product through BuckeyeBuy. 

    You may remember in the past, a banner would appear noting the item may be restricted, but would still allow you to purchase it.

  4. 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.)

  5. 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.

  6. Xero – Local Checking Account Software

    Jan 30, 2024

    Soon this spring 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:

  7. Reconciliation Process

    Jan 30, 2024

  8. 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.

  9. Sponsorships

    Jan 29, 2024

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

  10. 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.

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