Tagged: Finance

A validation has been put in place during the asset registration process that requires users to populate an Asset Coordinator. A warning will be shown to the user if this field is left blank. As a reminder, per Ohio State policy, Asset Management requires this field to be populated for all business assets.

The Office of the Controller has compiled an inventory of available trainings for end users broken down by finance and supply chain areas. The inventory provides the course name with link, description of the course, security roles the trainings are recommended for and if the training is required or recommended. The inventory will be updated as courses are added or edits are made.

The "Find Internal Service Delivery Lines by Cost Center" report has been enhanced to help tie the operational activity to the General Ledger. A new date range prompt has been added to this report to allow for searching ISD activity based on Accounting Date. Revenue worktags and Accounting Date (as a column) have also been added to the output of this report.

New prompts have been added to "Find Expense Report Summary - OSU" and "Find Expense Report Details - OSU" that will allow both reports to be run by Approved Date. Additionally, "Find Expense Report Details - OSU" has been enhanced with a "Trackable Asset Lines Only" checkbox, allowing for easier tracking of this user selected field.

New tips and tricks information on the supplier invoice Match Exception process has been added to the Business and Finance website. This provides users with an overview of the business process and a crosswalk to additional resources. 

A new "Cost Center Assignable Roles - OSU" report is now available to assist in reviewing cost center level approver assignments. The report can be filtered by College/Unit Cost Center Hierarchy and where Cost Centers have no approver assignments for certain roles. This will assist with identifying where required role assignments are missing and would cause transactions to go unassigned.

The report can also be used to perform a general review of security assignments at the Cost Center/Cost Center Hierarchy level.

An upcoming logic update for the "Credit Card Transactions - OSU" report may result in some users losing their saved filters. Users with saved filters for the "Cost Center" and "Cost Center Hierarchy Level 6" prompts may be required to update their saved prompt filters. The logic is being updated on these fields to provide more accurate report results. 

New tips and tricks information on the Supplier Invoice Request (SIR) process has been added to the Business and Finance website. This information provides users with an overview of the business process and a crosswalk to additional resources.