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May 30, 2022
Please only create ONE BLANKET Spend Authorization, even if using multiple Worktags - this can be done with multiple lines on the SA.
Preference is that it covers the entire year- July 1 current year – June 30 following year (though SAs can be done July to December and again January to June).
Blanket In-State Mileage
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May 30, 2022
Click on Profile (person icon in upper right corner) and choose “My Account” – Change Preferences, then under Search Preferences for Workday Search Provider as ‘Classic Workday Search’ and Preferred Search Category as “All of Workday” and will need to restart Workday.
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May 30, 2022
No reimbursement for errands or mileage to the office when officially teleworking. If required to attend an off-site meeting while teleworking, reimbursement does not need to include commute miles.
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Apr 28, 2022
Handle county-to-county payments within University funds when possible, not necessary to write a check -OSU to OSU
Before the expense: use the other county/department’s Worktags in the expensing. If paying for supplies/items, put other department/office’s Worktags in expensing PCard entry; if paying for another department/office staff’s travel: put other department/office’s worktags in for the SA/Expense Report and attach preapproval to use the othe county's Worktags.
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Apr 18, 2022
Blanket Purchase Orders can be used for leasing postage equipment. Please use: Quadient Leasing and Pitney Bowes Inc. for the equipment leasing agreements. If your agreement is still current, you can upload that same agreement for each new Purchase Order for the years that it covers. Otherwise, please contact the company to obtain a new agreement to attach as a quote in the requisition.
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Mar 23, 2022
Clarification on OPERS form for vendor setup
Previous guidance was that the OPERS form was needed with the vendor setup form when paying an individual for a service. It appears now that any payments (excluding reimbursements or miscellanenous payments for youth awards) to an individual, or sole proprietor, for goods or services requires the OPERS form along with the vendor setup form (primarily for requisitions).
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Mar 19, 2022
There are a couple of methods to make corrections for our transactions in Workday:
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Mar 19, 2022
CFAES Finance created these BUSINESS PURPOSE HELPFUL HINTS overview and webpages (links below) to help ensure a complete 'Business Purpose' is part of every expense utilizing University money.
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Mar 17, 2022
Better business justification needed on food/meal purchases- entries are telling what and who, but not really addressing the "why".
Examples of a better justification:
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Mar 17, 2022
Per Diem: FIND RATES
Pre-Trip/Post Trip Per Diem
When filling out the Spend Authorization (SA) use the PRE trip per diem (before the trip) and for the Expense Report (ER) use the POST trip per diem for after the trip.