Ohio University

Business Matters

December 10, 2020
OBI Dashboard Enhancements

As communicated in the November Business Matters publication, enhancements to the PO Summary and Payments dashboards have been underway.  Those enhancements were deployed on December 8, 2020.  Changes include improved drilldown features that match the style of the drilldowns used in our other finance dashboards, additional columns, and additional prompt options such as org parent level/description, invoice type, invoice source, A&E exception reasons, and commodity codes.

December 10, 2020
Concur Mobile Authentication Update Coming December 2020

The SAP Concur mobile app is a simple, secure tool that lets you manage your expenses and travel right from your smartphone.  By using this app, you can book and manage itineraries, capture and track mileage, record receipts, and create, submit, and approve expense reports.  The app is available for download in your phone’s app store.  To learn more about the mobile app and training on how to use it, log into Concur and select the Help drop-down at the top right of the screen.  Select Training from the dropdown menu.  Scroll down the page until you see your phone type and click the link to launch the training.

December 10, 2020
Journal Entry Tool (JET)

As a reminder, the JET webpage is a great resource for all things JET, including guidelines for selecting journal categories and writing journal short descriptions, journal header long descriptions and line descriptions. The JET webpage is located on the Finance website (Finance website -> General Accounting (in the left navigation pane) -> Journal Entry Tool (JET) ) , as well as the JET User Guide and the JET Quick Reference Guides on the Finance Training page.

Questions?  Contact Kris Sano at sanok@ohio.edu

December 10, 2020
BobcatBUY Document Search Experience Upgrade

BobcatBUY has upgraded its document (requisitions, Purchase Orders, and invoices) search feature to be more user friendly and “elastic”, meaning a faster search experience with more options to search and export.  This update was made on Monday, November 9, in BobcatBUY as part of the 20.3 release upgrade.

December 10, 2020
Important Reminders for Winter Break Closure

As we communicated in the October and November Business Matters newsletters, it is important for you to plan for Winter Break Closure (WBC) now.  Since the University will have a modified operating schedule during this period of time (as a result of the mandatory furlough days), please keep in mind the following information regarding payments, purchasing and contracts, supplier entry, grants, Bursar’s office, and finance customer care:

December 7, 2020
Supplier/Payee Information Form

Finance has seen an uptick in the number of new/updated supplier paperwork (Supplier/Payee Information Form or SPIF and the W-9) needing to be returned to due to incomplete information. 

December 7, 2020
Upcoming Purchasing Dashboard Enhancements

OIT has moved our Oracle Business Intelligence (OBI) purchasing data to a data warehouse which allows us greater flexibility in creating more robust reports.  As a result of this change, we are in the process of making enhancements to our PO Summary and Payments dashboards.

December 7, 2020
Holiday Expenditures

Ohio University is committed to the responsible use of public funds and as such is providing guidance on holiday expenditures as follows:

October 14, 2020
Annual Cash Handling Course Reminder

All employees (including students) that handle payments must complete the Cash Handling & Credit Card Security Awareness training annually to stay up to date on all requirements.    Employees who have never taken the training may register through the Professional Development webpage.  If you have previously taken the course, there is no need to re-register.  Please log in to Blackboard and click on Organizations. Next, click on Accounting Certificate, then Core Courses to access the Cash Handling & Credit Card Security Awareness 2020-21 course.  Employees can enroll students that work within their department by emailing Carole Gilkey at gilkey@ohio.edu with a list of all students needing access.