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Aug 10, 2021
Seven methods for procuring goods and services in priority order:
Internal Suppliers
Buckeye Buy
Non-Catalog Request
University Procurement Card (PCard)
Supplier Invoice Requests (Non-Purchase Order)
Miscellaneous Payments (Not Applicable to Health System)
Reimbursements
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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.
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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.
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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.
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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
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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.
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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
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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.
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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”.
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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:
