Finance and Administration News
OBI Finance Dashboard Default View
As discussed at the Business Forum on February 6, 2019, the Accounting and Reporting Partner Group recommended, with campus input, to make a change to the default view within the OBI Finance Dashboard, General Ledger tab, “GL Funds Available” report.
Policy 48.001 - Identity Theft Prevention (Red Flag Rules)
Millions of Americans have their identities stolen each year. Identity thieves may drain accounts, damage credit, and even put medical treatment at risk. The cost to business - left with unpaid bills racked up by scam artists - can be staggering, too.
The Red Flags Rule (issued by the Federal Trade Commission) requires many businesses and organizations to implement a written identity theft prevention program designed to detect the “red flags” of identity theft in their day-to-day operations, take steps to prevent the crime, and mitigate its damage. The bottom line is that a program can help businesses spot suspicious patterns and prevent the costly consequences of identity theft.
Unable to view Delete and Append button in Concur Expense
On Tuesday, February 5, the Concur Expense user interface was upgraded to a new version. Finance has received several calls since the upgrade from users that could not view the Delete/Detach and Append buttons. In some cases, simply reducing the zoom to 100% will allow the buttons to be viewed properly. In other cases, it is a browser-related issue so please ensure you are using a supported browser for Concur.
Adding and deleting receipts in Concur Expense
On Tuesday, February 5, the Concur Expense user interface was upgraded to a new version. Since then, Finance Customer Care has received several phone calls with questions regarding adding and deleting receipts. As a result, the Concur Expense Upgrade Quick Reference guide has been modified to provide additional details to assist users in adding and deleting receipts. Refer to the “Create an Expense” section beginning on page six.
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.