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Mar 4, 2024
Contracts: Who Signs?
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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.)
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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.
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Jan 30, 2024
Xero – Local Checking Account Software
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:
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Jan 30, 2024
Reconciliation Process
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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.
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Jan 29, 2024
When we are paying another organization as a sponsor of their event:
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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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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:
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Jan 7, 2024
No longer send the sales tax reporting spreadsheet directly to the Tax Office. Instead, please input reporting information in this Qualtrics Survey:
https://go.osu.edu/countytaxreport