CFAES Give Today
Extension Operations

Ohio State University Extension

CFAES

News

  1. OPERS FORM Clarification

    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).

  2. Accounting Adjustment or Journal Transfer Request?

    Mar 19, 2022

    There are a couple of methods to make corrections for our transactions in Workday:

  3. Compreshensive Business Purpose Tells the Story

    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.

  4. Justify the WHY of Food Purchases

    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:

  5. PRE-TRIP & POST-TRIP Per Diem

    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.

  6. NELNET - Online Payment (Credit Card) Processor

    Mar 16, 2022

    Extension Operations worked with the Treasurer’s Office in September 2020 to roll out the new NelNet Commerce Manager payment platform for all county offices to accept credit card payments. This Commerce Manager is basic but flexible, and can handle payments for goods and services. Payments may include soil test kits, program books, registrations and 4-H Camp payments to name a few. We should not take payments from other OSU departments, payments for donations or payments for grants/contracts.

  7. Adding Attachments to Workday Transactions

    Jan 29, 2022

    The ability to add attachments to a Workday transaction varies based on the business process. How and when the attachment is added will determine whether workflow is retriggered. A new quick reference guide for attachments is now available to help you quickly understand the options for adding attachments to a transaction.

  8. New Reports to Find Purchase Orders

    Jan 29, 2022

    "Find Purchase Order Summary – OSU" and "Find Purchase Order Details – OSU" are replacing these reports "Find Purchase Orders" and "Find Purchase Orders – OSU" as of January 31, 2022.  [Source: Newslink, 1.10.22]

  9. ECM Non-Worker Travel Expenses

    Jan 29, 2022

    External Committee Member (ECM) Non-Employee Reimbursement

  10. American Income Life Insurance

    Jan 29, 2022

    For American Income Life Insurance, right now a PO is the only way to go (NON-CATALOG  Requisition TYPE). Please submit a requisition for your payment amount, but when you look them up in the system, note that their name is abbreviated there:

Pages