Ohio University

Quick Reference Guides

The table below contains all quick reference guides (QRG) available on the Finance site. The search box can be used to look for keywords about the Quick Reference Guides. 

Finance Quick Reference Guides

QRG Name Description Last Update
BobcatBUY - Payment Request The Payment Request form is found in the Internal Forms section of BobcatBUY. This form should be used for payments that do NOT require a Purchase Order (PO). If your transaction requires a contract, you cannot use this process. For a list of accepted payments, please access the Payment Request Matrix. 04/03/2019
BobcatBUY - Payment Request Form: Approver Overview of how to complete the approval process for the Payment Request Form. 10/11/2017
BobcatBUY - Services Agreement Overview of how to complete the Services Agreement Form in BobcatBUY.  04/03/2019
BobcatBUY - Services Agreement: Old vs. New Provides a crosswalk between the old and new Services Agreement types and provides an overview of the Services Agreement and Honorarium process. 09/01/2017
COA - General Ledger An overview of the new General Ledger Account Structure including parent and child hierarchy values for all segments, except Object. Refer to the Account Code Structure page for more details.  12/11/2017
COA - Grants Accounting An overview of the Grants Accounting Structure which is used for all Sponsored Projects, Capital Projects, and Internal Awards. Refer to the Grants Accounting section of the Account Code Structure Page for more details.  02/15/2019
COA - Entity Segment An overview of the new Entity Segment of the General Ledger Chart of Accounts. Refer to the Account Code Structure page for more details.  07/31/2018
COA - Organization Segment An overview of the new Organization Segment of the General Ledger Chart of Accounts. Refer to the Account Code Structure page for more details.  07/31/2018
COA - Source Segment An overview of the new Organization Segment of the General Ledger Chart of Accounts. Refer to the Account Code Structure page for more details.  07/31/2018
COA - Function Segment An overview of the new Organization Segment of the General Ledger Chart of Accounts. Refer to the Account Code Structure page for more details.  04/04/2018
COA - Activity Segment An overview of the new Organization Segment of the General Ledger Chart of Accounts. Refer to the Account Code Structure page for more details. 

07/31/2018

COA - Internal Charges An overview of  the revenue and expense object codes defined for Internal Charges (internal to the University) 12/01/2017
COA - Funding and Investment Transfers An overview of the transfer object codes (funding transfer and investment transfers). Funding transfers are movement of operating funds and investment transfers are movement to/from non-operating funds.  12/01/2017
COA - Revenue and Expense Allocations An overview of Revenue Allocations/Distributions and Expense Allocations which refer to all object codes that are mapped under those respective B-Levels in the Object Code Hierarchy. 12/01/2017
Concur - e-Receipts The purpose of this document is to guide Concur users on how to enable e-receipts and prevent e-receipt processing errors. 04/05/2019
Concur - How to Assign a Travel Advance The purpose of this document is to guide Concur users through the process of assigning a Travel Advance to a Travel Report in Concur. 07/05/2019
Concur - How to Process a Travel Advance Cash Return The purpose of this document is to guide Concur users through the process of processing a Travel Advance Cash Return in Concur. 07/05/2019
Concur - Itemization and Allocation The purpose of this document is to guide Concur user on how to itemize and allocate expenses. 05/10/2019
Concur - Itinerary The purpose of this document is to guide Concur users on how to create an itinerary to claim Per Diem. 05/07/2019
Concur - Mileage Calculator The purpose of this document is to guide Concur users through the process of using the mileage calculator to add personal vehicle mileage to their Concur report. 04/29/2019
Concur - Per Diem Allowances An overview of Per Diem Allowance for Travel. 05/07/2019
Concur - Save a copy of Travel Itinerary The purpose of this document is to guide Concur users through the process of printing and emailing a copy of their travel itinerary in Concur. 03/14/2019
Concur - Set up Travel Profile The purpose of this document is to guide Concur users through the process of setting up the required fields in the travel profile. A travel profile is required in order to book travel in Concur 03/14/2019
Concur - Spousal and Family Travel The purpose of this document is to guide Concur users through the process of booking business travel combined with family travel. 3/25/2019
Concur - View Unused Tickets The purpose of this document is to guide Concur users through the process of locating unused airline tickets in Concur. 3/14/2019
Concur Expense Interface Upgrade This documents the visual changes to the Concur Expense User Interface as of February 5, 2019. 02/06/2019
Concur Mobile - Cost Object Approver Process The purpose of this document is to guide Concur users through the process of approving reports in the Concur Mobile app. 04/29/2019
Concur Mobile - Pin Setup The purpose of this document is to guide Concur users to setup Concur Mobile app to use on their mobile devices. 04/29/2019
Contract and Insurance Matrix An overview of how to use the Contract and Insurance Matrix to determine what contract to use and what insurance level is needed for purchased services. 12/01/2018
eBiz - Concur Default Cost Center This document guides users through setting up Concur cost center defaults using eBiz. 09/23/2019
FARM - Delegate   09/01/2017
FARM - Fiscal Officer   09/01/2017
FARM - Navigation   09/01/2017
Federal Workstudy Instructions on how to charge Federal WorkStudy (FWS), cost share requirements and FWS reporting.  12/01/2017
Foundation and Endowment Accounting An overview of Foundation and Endowment Accounting with the new Chart of Accounts; specifically using Sources and Entities. 03/01/2019
FSE - Account Validation Tool (AVT)   08/01/2018
FSE - BobcatBUY   11/27/2017
FSE - Concur   12/01/2017
FSE - FMS Reports to OBI Dashboards Crosswalk from discontinued FMS Reports to new OBI Dashboards.  01/04/2018
FSE - Mail barcode   12/01/2017
FSE - Online Graduate Appointments (OGA)   08/01/2019
FSE - Scholarship Management System   01/01/2018
FSE - Workforce   12/01/2017
Fund a Capital Account Overview of how to complete the funding source sections in the Project Initiation Form (PIF) and the Project Authorization Reqest (PAR) form for funding an approved Capital Project.  12/01/2017
How to charge PACE Instructions on how to charge PACE ( Program to Aid Career Exploration) 10/01/2017
How to Charge Rebill Accounts Overview of how to charge a rebill account which is the University's process to facilitate certain external billing authorizations known as Rebill accounts. 05/01/2018
Institutional Base Salary (IBS) Overview of IBS policy, what is included and excluded from IBS and additional compensation examples. 06/28/2019
Internal Award - How To Guide Instruction on how to set up and maintain Internal Awards in the Oracle Grants Accounting Module. 06/24/2019
OBI - Accessing Gift Agreements   03/01/2019
OBI - Concur Defaults This document guides users through the Concur Defaults dashboard within OBI. 09/23/2019
OBI - Conversion Lookup   12/11/2017
OBI - Cost Center Lookup   12/11/2017
OBI - Dashboard Functionality   11/17/2017
OBI - Dashboard Overview & Access   12/01/2017
OBI - Effort Reporting Use this dashboard to view the supporting payroll amounts included on the Effort Reports that are distributed by the Grants Accounting office for certification each academic term. 11/29/2018
OBI - Equipment Inventory   06/03/2019
OBI - Expenditure Inquiry   12/05/2017
OBI - F&A / IDC Distribution Process   11/01/2018
OBI - FARM Approvers   02/04/2019
OBI - GL Balance Sheet Dashboard   04/01/2019
OBI - GL Funds Available   09/23/2019
OBI - Grants Funds Available   09/26/2019
OBI - Grants Installments Dashboard   04/20/2018
OBI - HR Payroll Forecasting   02/05/2019
OBI - Income Statement by Org Level   12/11/2017
OBI - Institutional Base Salary (IBS)   08/14/2019
OBI - Legacy Transaction Export   05/02/2018
OBI - Monthly Income Statement by Org Level   12/11/2017
OBI - Payments   09/01/2017
OBI - PO Summary   12/11/2017
OBI - Segment Lookup   12/11/2017
OBI - Summary Report   12/05/2017
OBI - Transaction Export   09/24/2019
Purchasing Roadmap Overview of how to use the web-based purchasing roadmap. 11/30/2018
SOR Investment Funding Instructions on journal entries related to the areas of investment will look different for the remainder of FY18 than they will starting in FY19 as a result of the mid-year Chart of Accounts conversion. 10/01/2017
Student Organization Funding

An overview of Student Organization accounts, including OBI - Student Funds Available, Transfers, & Internal Billings.

05/01/2018
Supplier/Payee Information Form Overview of how to complete the Supplier/Payee Information Form. 10/10/2017
Travel - CBT: Lowest Price Guarantee An overview of Christopherson Business Travel (CBT) process for airfare price match.  04/01/2019
Travel - The Parking Spot An overview of how to obtain a 25% discount parking rate at the Columbus Airport for business or personal travel through The Parking Spot. 10/07/2019