Ohio University


  • July 11, 2019
    OBI General Ledger Balances for FY20

    During the months of July & August some of your accounts might reflect an incorrect balance.  If you had a Beginning Balance loaded into your account for FY19, that FY19 Beginning Balance is currently loaded in your account in FY20.  This is not the FY20 Beginning Fund Balance. This fund balance will not be changed to reflect correct FY20 Beginning Fund Balances until the rollforward of balances from FY19 to FY20 happens after we close June on August 9.  One of the main areas that you will notice this incorrect balance on is within Foundation accounts that had Beginning Fund Balances in FY19.  If you have questions on Foundation accounts please contact Candice Casto, castoc@ohio.edu,  for other accounts please contact Kris Sano, sanok@ohio.edu.


  • May 1, 2019
    Access requests for financial systems

    Beginning on Wednesday, May 1, 2019, access requests for all finance-related systems should go to the IT Service Desk instead of Finance Customer Care. This change only applies to access/provisioning requests, and turnaround times will not change. Finance Customer Care will continue to handle all other Finance-related inquiries.

  • March 21, 2019
    Support resources and payment options for the University's new travel provider

    The University’s upcoming travel program will launch on April 1, 2019 and will include a partnership with Christopherson Business Travel (CBT), an updated travel policy and procedures, improved booking experience in Concur and will be supported by a University travel manager. On April 1, University travel (including hotels, airfare and rental cars) should be booked through Concur or by calling a CBT agent directly. To assist with this change, there are a number of support resources available.

  • February 11, 2019
    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.

  • February 11, 2019
    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.

  • February 6, 2019
    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.

  • January 17, 2019
    Concur Expense upgrade will occur on February 5

    As announced at the December Business Forum and via Business Matters, the Concur Expense user interface is scheduled to be upgraded. This upgrade will occur on Tuesday, February 5, with minimal impact on the overall user experience. Users will observe visual changes with no major changes to system functionality. The new design will make it easier to submit expense reports quickly, improve the use of the screen space available, and provide easier access to features in the system.

  • October 3, 2018
    OBI Dashboard updates deployed
    On Tuesday, October 2, changes were deployed to the Finance dashboards.  General Ledger Funds Available Segment Value Prompts: The prompts were modified for selecting segment values. Previously, you were able to select a range for each GL segment. The revised prompts allow you to select individual values as well as to use the ...