Finance and Administration News
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.
W-2 Now Available Online
Your 2018 W-2 is now available online through My Personal Information (MPI).
Reference Materials for Concur Expense Interface Upgrade
As previously announced, the Concur Expense user interface is scheduled to be upgraded on Tuesday, February 5, with minimal impact on the overall user experience. Users will observe visual changes with no major changes to system functionality.
Healthy OHIO Payout Timelines
The payouts from the Athens Campus Fall 2018 Biometric Health Screenings have been delayed.
Petty Cash and Change Fund responsible employees and organization segment verifications
In December, an email communication was sent to all employees who are listed as a custodian, backup custodian or fiduciary of an Ohio University Petty Cash Fund or Change Fund. 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: