[All-extension] Fiscal Update: May 2020

[Snyder, Vickie]

[OHIO STATE UNIVERSITY EXTENSION]









Fiscal Update: May 2020



In This Issue:

§   Approvers: $3,000 & Over Amounts Need Additional System Approval

§   PCard Monthly Statements Less Significant Now [5.1.20 Jen Bulla, CFAES Service Center]

§   Zoom Communications Tool of Choice Changes [5.1.20 Michael Chakerian, IT]

§   Workday Training and Schedule Timeline [4.29.20 CFAES News]

§   Scrolling Not Working in eReports?

§   Login Using SMS Instead of PUSH in Cisco for eReports

§   Shortened URLS at go.osu.edu

§   LOD Videos Recorded and Links to Trainings

§   Travel Arranger in All OSUE Offices

§   Extension Travel Update

§  NELNET -Credit Card Payment Gateway Platform

§   IT Billing FY2020

§   Virtual Fiscal Training Information

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Extension Operations<https://extops.cfaes.ohio-state.edu/home> Webpage

     Extension Finance<https://extops.cfaes.ohio-state.edu/extension-finance> TAB =Extension Fiscal Job Aids/FORMS/Policies/Information

          NEWS<https://extops.cfaes.ohio-state.edu/news> TAB =Updates/News from the Fiscal Team -   some are just snippets below, click the links below for the rest of the story:

______________________________________________________________________________________________


Approvers Please NOTE That $3,000 & Over Amounts Need Additional System Approval<https://extops.cfaes.ohio-state.edu/news/approvers-please-note-3000-over-amounts-need-additional-system-approval>
Purchases $3,000 and over require additional in-system approval. Please see this job aid to help find and get those approved so those purchases are not held up in the process, as they cannot move forward until approved: PeopleSoft Approvals (Vouchers)<https://extops.cfaes.ohio-state.edu/sites/extops/files/imce/Fiscal/JobAids/Voucher%20Approvals%20Job%20Aids.pdf>.

PCard Monthly Statements<https://extops.cfaes.ohio-state.edu/news/pcard-monthly-statements>
PCard Office and Controller does not require any significant effort with reviewing, handling and/or retaining PCard statements.

ZOOM- Communications Tool of Choice<https://extops.cfaes.ohio-state.edu/news/zoom-communications-tool-choice>
Zoom is a tool of choice for everyone to stay connected during social distancing, and not just at Ohio State. You've likely heard stories from national and global news outlets related to security concerns, and with so many users on Zoom right now, it's no surprise hackers are taking advantage of the situation.

Workday Training and Schedule Timeline<https://extops.cfaes.ohio-state.edu/news/workday-training-and-schedule-timeline>
WORKDAY:  If time allows in your telecommute schedule, now may be an excellent time to explore the features of Workday and learn more about it. Here you will find a Workday YouTube <https://urldefense.com/v3/__https:/www.youtube.com/playlist?list=PLU2zOKUdbVNCAEfDxLqvh93enM36AFbt0__;!!KGKeukY!iZqDdXGZ-RwyRIEsvyFAG9_MEQaqA4bbtCD3C76iOrBTLJEisoJEqBajSlHS268U$> link that features over 40 recorded trainings...

Scrolling Not Working in eReports? Check the Zoom Size!<https://extops.cfaes.ohio-state.edu/news/scrolling-not-working-ereports-check-zoom-size>
Scrolling issues in eReports: If the Zoom size is not set at 100%, then eReports may not allow mouse clicks and have to arrow up and down and Enter to choose a file... change to 100% and mouse should work... easy fix!

Login Using "SMS" Instead of "PUSH" in Cisco for eReports<https://extops.cfaes.ohio-state.edu/news/login-using-%E2%80%9Csms%E2%80%9D-instead-%E2%80%9Cpush%E2%80%9D-cisco-ereports>
Those on OSU networks do not need to use Cisco VPN to connect in order to get eReports. For those who DO have to use Cisco and have found that they still cannot log in as usual, please try typing in sms  in the box instead of 'push', the system will TEXT you codes to type in as you will log in a second time. Please see this job aid to help you get in for eReports: Connecting to Cisco/VPN to Access eReports<https://extops.cfaes.ohio-state.edu/sites/extops/files/imce/Fiscal/JobAids/VPN%20Login%20for%20eReports.pdf>.

Go.osu.edu for Shortened URLs<https://extops.cfaes.ohio-state.edu/news/goosuedu-shortened-urls>
Create shorter web links, and name them yourself, that can be used in social media, for print, signage and webpages... the URL can be trusted and is permanent. Go to https://go.osu.edu<https://go.osu.edu/>,  OSU Login, copy/paste the LONG link to shorten, give it a name go.osu.edu/xxxxxxx and Save Link. Use this new/shorter name as needed.

LOD Videos and Links- Telecommuting and Online Learning Support<https://extops.cfaes.ohio-state.edu/news/lod-videos-and-links-telecommuting-and-online-learning-support>
Find links and recordings that the Learning and Organizational Development unit has created for a 'video library' of sorts- many topics that you can watch and learn: COVID-19 Telecommuting and Online Learning Support<https://lod.cfaes.ohio-state.edu/covid-19>

Recommend That All OSUE Offices to Have a Travel Arranger <https://extops.cfaes.ohio-state.edu/news/recommend-all-osue-offices-have-travel-arranger>
It is important to keep the flow of fiscal documents moving forward, and one area we can improve on is to have at least one Travel Arranger in each office that CAN get in to the system to check on payments, to add missing documentation, etc. - not intending for them to become the travel initiator/uploader but for emergency fiscal needs. Please consider taking the training in Buckeye Learn<https://buckeyelearn.osu.edu/> and completing this Financial Systems Access Request<https://cfaesfinance.osu.edu/financial-systems-access-request>.

Extension Travel Update<https://extops.cfaes.ohio-state.edu/news/extension-travel-update>
Travel Restricted Through June 30th
The old 2020 T#s are no longer valid. Any travel needs to be on a newly approved T# and include the email/word doc from Lori Bowman with exemption approval.

NELNET (credit card payment gateway platform) to be Piloted in a Few Counties Soon<https://extops.cfaes.ohio-state.edu/news/nelnet-credit-card-payment-gateway-platform-be-piloted-few-counties-soon>
Jesse Buxton, Fiscal Officer, Extension Operations, is working with the Treasurer's Office to roll out the new NelNet payment platform for counties to accept credit card payments.

IT Billing Information FY2020<https://extops.cfaes.ohio-state.edu/news/it-billing-information-fy2020>
Expect to see your county's IT Billing amount for the 4 Quarters of Fiscal Year 2020 on your June eReports.

Link to Virtual Fiscal Trainings<https://extops.cfaes.ohio-state.edu/extension-finance/job-aids/virtual-fiscal-training>
2 Trainings in April by Patty Corfman, Carol Wagner and Jesse Buxton, 2 Trainings in May by Sarah Mays, Vickie Snyder and Jesse Buxton- both sets covering same topics: Local Checking, PCards, Travel and eReports. Recordings to be shared through YouTube yet, PowerPoints and Job Aids shared. Files are located on Operations Webpage/Extension Finance/Job Aids/Virtual Fiscal Training<https://extops.cfaes.ohio-state.edu/extension-finance/job-aids/virtual-fiscal-training>



Got topics or ideas for NEWS articles? Please email the Fiscal Team:

Extension Operations Fiscal Team, Jesse Buxton.26, Patty Corfman.4, Sarah Mays.201, Vickie Snyder.252



[The Ohio State University]

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