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.
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 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.
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.
As previously announced, the with minimal impact on the overall user experience. Users will observe visual changes with no major changes to system functionality.
In December, an email communication was sent to all employees who are listed as a custodian, backup custodian or fiduciary of an 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:
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.
The Division of Finance announces the following staffing changes:
The Equipment Inventory Office is responsible for tagging and reporting all movable equipment purchased for Ohio University. Policy 19.054, Equipment Inventory Control, outlines the responsibilities of departments and the policy requirements associated with properly maintaining equipment inventory records. Movable equipment must meet the following criteria to be capitalized as an asset:
Effective November 30, 2018, Lowes is now available in BobcatBUY as an additional preferred supplier for home improvement supplies. The punch-out catalog in BobcatBUY offers a variety of supplies plus search capabilities and shopping features. Campus customers can choose from three delivery methods: pick up order at local store, truck delivery, or parcel delivery from a common carrier, (UPS or FedEx).