Finance and Administration News
Concur Expense Reporting Course Available
This course provides an overview for navigating and using Concur including setting up and managing the user profile, setting Delegates and Proxies, alerts and itineraries, creating reports, costing, per diems, and an overview of the Approver structure.
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.
Travel guidance due to Federal Aviation Administration Grounding of 737 MAX Aircraft
As you may have heard, President Trump has ordered a temporary ground stop of Boeing 737 800/900 MAX series of aircraft for all airlines in the USA. The OHIO Travel Department received a report that lists all tickets for travelers that booked through Southwest and American Airlines through Altour and will be sending information directly to those impacted travelers with guidance.
How to prepare for the transition to the University's new travel provider
The University’s upcoming travel program is aimed at delivering clear processes, improved services to travelers, and providing access to discounts that save the University money by partnering with Christopherson Business Travel (CBT). This program will launch on April 1, 2019.
Sponsor Equipment
Ohio University occasionally purchases equipment with sponsored agreements or contracts. In some cases, the equipment ownership remains with the sponsor. Equipment that is vested with the sponsor (per sponsor guidelines) and in the permanent possession of Ohio University must be tracked as sponsor equipment.
OBI Finance Dashboard Default View
As discussed at the Business Forum on February 6, 2019, the Accounting and Reporting Partner Group recommended, with campus input, to make a change to the default view within the OBI Finance Dashboard, General Ledger tab, “GL Funds Available” report.
Date Extension of the Current Federal Indirect Cost Rates for Ohio University - Effective July 1, 2019
Ohio University completes an Indirect Cost (IDC) Proposal, resulting in a Facilities and Administrative (F&A) Rate Agreement, every four years with the Federal government, to determine the IDC rates. The IDC rates represent the expenses of doing business that are not readily identifiable with a specific grant, contract, project or organizational activity, but are necessary for the general operations of the university.
Policy 48.001 - Identity Theft Prevention (Red Flag Rules)
Millions of Americans have their identities stolen each year. Identity thieves may drain accounts, damage credit, and even put medical treatment at risk. The cost to business - left with unpaid bills racked up by scam artists - can be staggering, too.
The Red Flags Rule (issued by the Federal Trade Commission) requires many businesses and organizations to implement a written identity theft prevention program designed to detect the “red flags” of identity theft in their day-to-day operations, take steps to prevent the crime, and mitigate its damage. The bottom line is that a program can help businesses spot suspicious patterns and prevent the costly consequences of identity theft.