|  |
|
Loading
|
|
|
||||
|
|||||
        |
  5/10/12 Travel Training, Travel slides and Travel Entry Job Aid all posted under the Policies and Procedures Link.
5/8/12 Need help using eRequests? Check out the eRequest Questions of the week which may help you with some of your problem questions.
5/2/12 Convenience Order eRequest Job Aid Added under Policies and Procedures Camtasia recording of how to create a mileage reimbursement in eRequest (11minutes) under Policies and Procedures 4/26/12 Effective May 1st all of the Buying tools you currrently use will migrate to eRequests. There will be no more paper forms for Payment Requests, University PCards, Purchase Orders and other transactions. See the Communication on eRequest use, the eMileage Job Aid, the Initiator job aid and other tools for your use.
3/29/12 Business Office Training information for 2012
To register: http://www.regonline.com/fiscal2012
4/23/12 Spring Conference Slide Presentation
4/23/12 New Employee Training Slide Presentation
4/11/12 When to charge sales tax. A job aid from 4-H and the Business office.
4/5/12 Business Office Update from April
4/2/12 Delegation of Approval Authority documents have been updated to remove the need for a fiscal backup approver. Forms > General
3/30/12 PCard Safety Reminders
3/29/12 CED Slides from today's meeting
3/26/12 Our new Accountant started today. Please welcome Carol Allen to the team when you get a chance!
3/20/12 Full Account number list is now searchable. Posted under Financial Information > Job Aids > Full Account number list
3/13/12 Business Office Update for March.
3/12/12 eReports upgraded over the weekend. This may mean your link to it is broken. You may access this via ereports.osu.edu. This may also mean that your Favorite reports are missing. Here is a link to a job aid to help recreate them. eReports Quick Access Guide
3/8/12 Updated Agreement for Assignment of University Equipment Form to make it easier to understand. This is on the Forms Page under Equipment Inventory. This is for equipment assigned to an individual that is taken off-site.
3/5/12 New Fiscal Packet Who to Call list updated in > Policies and Procedures > Business Office Policy Manual.
3/5/12 Common Program Values updated on the Financial Information page to remove duplicates
2/27/12 American Income Life Job Aid updated on the FAQs page- new web address.
2/23/12 Deposit Transmittal and Bank Reconciliation forms have been slightly updated on the Forms page.
2/21/12 Business Office Update February
2/10/12 CED Update
2/2/12 - Jessica Favret has accepted another position at the University and is no longer with the Business Office. We hope to hire soon, but in the meantime have divided her work among our staff. If you need assistance email michel.5@osu.edu and she will route your question to the right person. Thanks! Cindy Buxton
1/23/2012 - Business Office Update for January posted
1/19/2012- OSU Financials Access Request form has been updated to reflect correct required training courses for system access. The new Financial Systems Access Form is available on the forms page. You do not need to complete this new form for existing system acces, only new requests.
1/17/2012 - Questions from Annual Conference - We received quite a few question cards after our annual conference sessions. The attached document categorizes those questions and their answers in a helpful document. We'll be working to put many of these up on our FAQ page as well. We hope you find this helpful!
1/10/2012 - FAQ WebEx Session Recorded - If you missed today's session, you can watch and listen to the recording by clicking here. Note: this was recorded through WebEx and is played back through the WebEx player.
12/19/11 - Business Office Annual Conference Presentation eRequest tips handout from Annual Conference eStores and Streamlining Procurement handout from Annual Conference 12/9/2011 - Garage Parking Pass eRequest orders for Annual Conference URGENT:
If you have orderd garage parking passes through eRequest for Annual Conference in the last couple of weeks and have not received them yet, please call Dontae Jones at Traffic & Parking at 614-688-5717 with your PR#. Apparenlty they switched mail servers and have not been getting the orders that we dispatch from eRequest.12/2/2011 - Revised Instructions for Non-cap Assets, Revised Non-Cap Log and Signout Record Posted. We made slight adjustments to the document outlining the policy and procedure changes and FAQs. Check it out under our Policy Manual. In order to comply with the new procedures, our non-cap log has been updated. Please download the new log and transfer your existing equipment to it as soon as possible. Additionally, we have posted a template that can be used to track when equipment is checked out of the office. These would be items that can be used by anyone, but should still be tracked when leaving the office. This can be found on our Forms page. Any questions can be directed to your business office representative.
11/22/2011 - New System for Development and Endowment Fund Review - The University has stopped mailing out Gift Memo Support Reports. These reports were primarily used to reconcile your general ledger. The Advancement System (TAS) has been rolled out so that you can access this information electronically. You can also see more information than you did before – like what is in the 180 day hold! Each office that has a Development OR an Endowment Fund will need to have someone who can access this information. Getting access is easy. Please follow the steps on the TAS Instructions in our Policy Manual. Our goal is for everyone to have access by January 1st. 11/22/2011 Changes to Non-Capitalized Equipment Tagging- Asset Management requires that equipment that is taken off campus be tracked with a University Tag. For additional information on what equipment falls under this category as well as how to order the neccesary tags, check out the Job Aid and FAQ in the policy manual.
Our goal is to have all applicable equipment tagged by the end of January 2012. Please order the tags you need as soon as possible through our Order Form.
11/9/2011 - Business Office Update for November Available. 2012 Educator Cost Share Posted - This rate and past rates can be found under Financial Information > Job Aids > County Cost Share Website Updates - Posted training on Accessing your Equipment Inventory Reports under our Policy Manual. Posted updated information on ordering checks under Goods and Services > Job Aids > Ordering Systems. 11/8/2011 - Requisition Form to eRequest Visual Aid - We've created a visual aid to accompany the job aid on entering requisitions in eRequests. By scrolling over the yellow speech bubbles, you'll find out where information from the requisition form should go in the eRequest. This should make the transition even easier! The job aid and visual tool can be found under Policies and Procedures > Policy Manual > Buying Tools > eRequest.
11/7/2011 - Friendly Reminder about Expiring Guest/Visitor parking passes - 2012 is just around the corner, and many offices may have parking passes that are expiring. A couple years ago, T&P sent out this letter regarding procedures for turning in expired passes. As your current passes expire, we thought you might need a refresher of this information. Any questions should be directed to T&P.
We've moved! Click Here. |