CFAES Give Today
Extension Operations

Ohio State University Extension

CFAES

News

  1. Find Status of Invoices in Workday

    Jul 29, 2021

    To check the status of an invoice: has it been received/uploaded, has it been paid, when paid, paid via check or Electronic Funds Transfer (EFT)  - see this View Supplier Invoice job aid.

  2. Travel- University Policy

    Jul 29, 2021

    Office of Business and Finance: University Policy - TRAVEL

    To provide units, supervisors, and travelers with specific procedures to ensure efficiency and fiscal accountability for university business travel expenditures.

  3. Updating Miscellaneous Payees [Newslink 7/26/21]

    Jul 29, 2021

    It's important to remember that the unique identifier (i.e. Tax Identification Number, SSN) must have dashes in the correct location "Identification #" on the Tax Information tab within the Miscellaneous Payee setup.

  4. Expense Reports Notes on What to Include

    Jun 29, 2021

    Receipts All receipts must be itemized (shows what was paid for line by line, not just a total) Receipts should be attached within the expense line, not in the "attachments" tab Please be sure you are attaching the receipt that corresponds with the expense line Only one receipt should be provided per expense line (ie, don't scan a bunch of receipts on one PDF and submit that with same pdf with each line) Please be sure your receipt is scanned in full and legible, not cut off or blurry
  5. Camp and Camp Deposit Payments

    Jun 28, 2021

    Affiliated Camps' payments and deposits are paid on Miscellaneous Payments in Workday, if a requisition has been put in, it will have to be sent back.

  6. Spend Authorization Info

    Jun 27, 2021

    Travel Job Aids: Blanket In-State Mileage   and Overnight Travel use as a guide when creating Spend Authorization Number requests and expense reports

  7. UniPrint Receipt and Invoice Reporting Available Online

    Jun 16, 2021

    The UniPrint receipt and invoice reporting webpage has recently been updated to align with Workday processes and is now available online at https://uniprint.osu.edu/support/receipts-and-reports/print-services. The org field has been renamed “Cost Center” and all new Workday tags will be included on receipt for billing January 1, 2021 and after. All other reporting options will remain the same.

  8. Key Words in Workday

    May 28, 2021

    “My, Find, View, and Edit” Key Words in Workday

    Workday uses specific key words to allow you to find or edit your reports/task in the system. “My” used to work to find any of the reports/task you ran but with the updated security roles for the Office Associates, this search no longer works. The best way to find the items you created in Workday is to do a “Find” or “View”.

  9. Food and Meal Policy

    May 27, 2021

     University policy for the purchase of food for various functions:

    The expenditure policy is the governing document that includes the purchase of food and can be found here:  OSU Expenditure Policy.  The guiding principles for the purchase of food on university funds include:

  10. Reports in Workday

    Apr 27, 2021

    For now, use these reports in Workday to help find balances, income and expense entries... and keep looking for reports to give us what we need for reconciling our funds...

    Equity Balances by Cost Center and Fund Group -gives the fund balance, then can drill down and export to Excel or Pdf Equity Balances by Balancing/Carry Forward Worktags -

    Sources and Uses-Variance Analysis - using a report to identify and understand the source(s) of a variance.

Pages