1. Employee Non-Cash Reporting Form

    Feb 10, 2020

    Use this form to report all clothing and uniforms and non-cash items provided to employees (e.g., apparel, gifts, prizes, awards, etc.)

    Two TABS - 1) READ ME for the instructions 2) NonCash for the form to fill out and attach

    Fill out this Employee Non-Cash Reporting Form and attach to the eRequest associated with the purchase of the items (Use for PCard purchases, eRequests, and Reimbursements).

  2. Safeguard - Checking Supplies

    Feb 3, 2020


  3. Scholarships for Education, Awards for Education & Registrations

    Jan 3, 2020

  4. Invoice Look-Up

    Jan 2, 2020

    In PeopleSoft:  Purchasing/Purchase Orders/Review PO Information/Document Status

    - then enter in the PO# and click Search - Click on link for a Voucher or Payment - click on View Invoice

     (HINT: can type in just your county ORG for the PO# and it should bring up the POs in the system for your county)


    Procurement Inquiry Home Page/Purchase Order Activity Summary


  5. Sales Tax Reporting Form and Reconciliation

    Jan 2, 2020

    Departmental State of Ohio Sales Tax Reporting Form

  6. Interest Income 1099-INT Forms

    Jan 2, 2020

    FISCAL STEWARDS/LEVEL 1 APPROVERS: Email a copy of your Interest Income "1099-INT" forms to Jesse as he needs to collect them and send to the Controller's Office for their Tax Reporting for the previous year.

  7. Mileage Rate down half cent to $.575 as of 1/1/2020

    Jan 1, 2020

    IRS issues standard mileage rates for 2020

    WASHINGTON — The Internal Revenue Service today issued the 2020 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business purposes.

    Beginning on Jan. 1, 2020, the standard mileage rates for the use of a car (also vans, pickups or panel trucks) will be:

  8. Faculty and Staff Appreciation Guidance

    Dec 9, 2019


    Departments/units should spend no more than $75/employee, per year for staff appreciation and events.  While this amount does not include rental fees for space, tables, chairs, etc., it does include all food, beverage, entertainment, games, and any gifts.  Keep in mind, all applicable tax rules must be followed if giving gifts to employees.

    Generally speaking, holiday parties and staff appreciation week events would be included in this category; and our guidance is these events should not include gifts/gift cards from University funding sources.

  9. PCard Policy Exceptions for Non-Contracted "Services"

    Dec 4, 2019

    There’s been a substantial increase in Policy Exceptions for non-contracted “services” paid with department PCards without completing the University’s pre-purchase requirements.  Below is information to share with users and PCard Department Card Managers.

    University Policy Overview:

  10. Blanket T# Info and How to Add Money to One

    Nov 26, 2019

    Once your travel budget is known then you can create a Blanket T# by going to in the Travel Request page, hit NEW. Select Affiliation, use 'Lookup Employee ID' and the Traveler Name, Email, Phone will be filled in. Click in the box to checkmark it for "Blanket Travel Request" and type a general statement about 'Business Purpose of Trip' that would cover your monthly travels. Departure Date - likely January 2, 2020 and Return Date June 30, 2020 can reflect a half-year for 2020 in preparation of the Workday transition.