Finance and Administration News
Travel Services: new travel provider fee structure and cost scenarios
As announced in October 2018, Ohio University has partnered with Christopherson Business Travel (CBT), to implement a comprehensive travel program with goals of implementing user-friendly processes, improving service to the traveler, and providing access to discounts that save the University money. This program will launch on April 1, 2019 and will include an updated travel policy and procedures.
OBI Reporting Fundamentals Course Available
The OBI Reporting Fundamentals is now available. This course reviews the dashboard pages contained on the Finance dashboard.
Concur upgrade complete
As announced via email, Business Matters, and the Business Forum, a Concur Expense user interface was scheduled to be upgraded Tuesday, February 5. The upgrade has been completed as planned. Users will observe visual changes with no major changes to system functionality.
Reference Materials for Concur Expense Interface Upgrade
As previously announced, the Concur Expense user interface is scheduled to be upgraded on Tuesday, February 5, with minimal impact on the overall user experience. Users will observe visual changes with no major changes to system functionality.
Healthy OHIO Payout Timelines
The payouts from the Athens Campus Fall 2018 Biometric Health Screenings have been delayed.
Petty Cash and Change Fund responsible employees and organization segment verifications
In December, an email communication was sent to all employees who are listed as a custodian, backup custodian or fiduciary of an Ohio University Petty Cash Fund or Change Fund. The communication included a listing of all petty cash or change funds for the area, a list of employee names and their associated roles for the fund(s), and the Organization currently assigned to the fund(s). Petty Cash and Change Fund contacts must verify the following information:
Grant Accounts and Internal Awards overspent balances and timely closeout
Accounts maintained in the Grants Accounting module, which include Internal, Cost Share and Sponsored accounts, may not have overspent balances and must be closed out on a timely basis. Accounts must be reviewed on at least monthly basis but can be reviewed more frequently. Accounting corrections are to be submitted timely throughout the year (sixty day accounting correction rule) to correct overspent balances and ensure accounts are closed by the end date. These accounts must also meet all fiscal yearend timelines for accounting corrections. A query can be completed for overspent accounts and specific end dates by using prompts on the Grants Funds Available Dashboard.
Division of Finance staffing changes announced
The Division of Finance announces the following staffing changes: