Tagged: Workday

From September 1–5, we’re celebrating the people and systems that make payday possible. Get ready to show appreciation, share kudos, and learn how payroll powers our university and the nation. Let’s celebrate that satisfying “just got paid” feeling of excitement and recognize the incredible efforts behind it!

During the week of August 18, a new report named "Find Cash Sale Details - OSU" was released. This new report returns one line per cash sale line and includes pertinent details regarding customer, status, line description and amounts, tax information, transaction-related date fields and worktag details. The required security group necessary to execute this report is Company Financial Analyst. This report replaces the existing "Cash Sales for Organization" report which is scheduled to be retired on Friday, September 5.

Two new reports are now available in Workday for departments utilizing Workday Accounts Receivable. These reports are designed to help you monitor aging invoices by Customer, filtered by individual Department or Earnings Operation. Because Accounts Receivable activity appears on the Balance Sheet, Balancing Worktags are necessary to generate accurate reports. If your area doesn’t have enough detail in its Balancing Units, consider speaking with your Senior Fiscal Officer about creating additional Balancing Units to improve reporting precision. See the full post for additional details.

As autumn term begins, there are several updates from the Office of Technology and Digital Innovation (OTDI) you should be aware of as an instructor. Learn more about new features in CarmenCanvas like discussion checkpoints and differentiation tags; changes to digital accessibility policies and how they impact your course content; Mediasite improvements and the retirement of Mosaic; the university’s AI Fluency initiative and Google AI tools; and so much more.

Tired of wrestling with messy Workday data? If you've spent hours cleaning Journal Line data just to get it into shape for Tableau Prep, you're not alone. Now there is a certified, more plug-and-play Workday data source that works seamlessly with Tableau Prep. No extra coding or no data headaches. Read the full post to learn how this new data source can work for you.

Tired of switching between apps? The Workday Everywhere app brings key Workday features right into Microsoft Teams, helping you stay focused and efficient. Check payslips, view tax information, submit and approve Workday time off requests, and more, all without leaving Teams. Perfect for managers and casual users alike! Read the full post and learn how to get started and what to expect using the Workday Everywhere help materials.

As a reminder for those returning for autumn semester, the Office of Business and Finance in coordination with the University Travel Office is pleased to announce our extended partnership with Anthony Travel. Effective July 1, 2025, Anthony Travel replaced Corporate Travel Planners (CTP) as the Travel Management Company for individual business travel.

Several new reporting updates described in the full post are expected to be active mid-August. A new prompt and output field have been added to "Purchase Order Remaining Balances," "Find Purchase Order Details - OSU," and "Find Purchase Order Summary - OSU." Coming the week of August 18, a new report called "Find Cash Sale Details - OSU" will be released. Lastly, coming the week of August 11, a new field will be added to the output of the report "Business Processes Awaiting Action - Expense Report Detail."

The Controller's Office has updated the unit monthly reconciliation checklist for FY26. The main updates include transitioning the existing checklist into Microsoft Excel format for easier use, with job aid links and resources linked to each step. In addition, a step was added to help facilitate purchase order review and closure.

The following are two of the latest Buckeye Buy updates. 1. A custom order line has been added to the Special Order Gases Cylinder Warehouse Catalog in Buckeye Buy. Requestors can search by "special order gas," under the Search Catalog link, to enter a requisition for the special order gas as quoted by a Linde account manager. See the full post for more details. 2. AK Painting and Martin Painting & Coating Company have new catalogs in Buckeye Buy for interior, exterior and garage floor painting services at contracted hourly and square footage rates. See the full post for links to the Painting Services contract book for more details and supplier contact information.