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Quick Reference Guides

The table below contains all quick reference guides (QRG) available on the Finance site. The search box can be used to look for keywords about the Quick Reference Guides. 

Finance Quick Reference Guides

QRG Name Description Last Update
BobcatBUY - Approval Search
Provides BobcatBUY users with the process to search for Requisitions, AP Requests, and Invoices that were recently approved or are awaiting approval. 03/18/2022
Current UI to new UI comparison in the Approval folder.  11/10/2021
Provides the process to assign substitute approvers for invoices in BobcatBUY. 11/07/2019
BobcatBUY - Document Search
Walks users through the BCB document search experience. 11/05/2020
BobcatBUY - Invoice Approval
This document is to guide PO owners through workflow rules within BobcatBUY, as well as provide information needed by Accounts Payable when an invoice is returned. 09/28/2022
BobcatBUY - Non Catalog Item
To create a non-catalog item in BobcatBUY, the form is found below the Shop Everything search box.  You must have a quote or some documentation to support the price. 10/15/2019
BobcatBUY -  Payment Request
The Payment Request form is found in the Internal Forms section of BobcatBUY. This form should be used for payments that do NOT require a Purchase Order (PO). If your transaction requires a contract, you cannot use this process. For a list of accepted payments, please access the Payment Request Matrix. 04/14/2020
Overview of how to complete the approval process for the Payment Request Form. 04/14/2020
BobcatBUY -  Services Agreement
Overview of how to complete the Services Agreement Form in BobcatBUY.  04/14/2020
BobcatBUY - Supplier Search
Overview of how to search for a supplier in BobcatBUY. 09/30/2021
Overview of the differences between the old homepage look and the new homepage. 04/03/2020
COA -  General Ledger
An overview of the new General Ledger Account Structure including parent and child hierarchy values for all segments, except Object. Refer to the Account Code Structure page for more details.  12/11/2017
An overview of the Grants Accounting Structure which is used for all Sponsored Projects, Capital Projects, and Internal Awards. Refer to the Grants Accounting section of the Account Code Structure Page for more details.  02/15/2019
COA -  Entity Segment
An overview of the new Entity Segment of the General Ledger Chart of Accounts. Refer to the Account Code Structure page for more details.  07/31/2018
An overview of the new Organization Segment of the General Ledger Chart of Accounts. Refer to the Account Code Structure page for more details.  07/31/2018
An overview of the new Source Segment of the General Ledger Chart of Accounts. Refer to the Account Code Structure page for more details.  07/31/2018
An overview of the new Function Segment of the General Ledger Chart of Accounts. Refer to the Account Code Structure page for more details.  05/27/2021
An overview of the new Activity Segment of the General Ledger Chart of Accounts. Refer to the Account Code Structure page for more details.  07/31/2018
An overview of  the revenue and expense object codes defined for Internal Charges (internal to the University) 04/17/2020
An overview of the transfer object codes (funding transfer and investment transfers). Funding transfers are movement of operating funds and investment transfers are movement to/from non-operating funds.  05/05/2022
An overview of Revenue Allocations/Distributions and Expense Allocations which refer to all object codes that are mapped under those respective B-Levels in the Object Code Hierarchy. 12/01/2017
An overview of how to create a delegate for extended time away from the office. 07/26/2021
Concur -  e-Receipts
The purpose of this document is to guide Concur users on how to enable e-receipts and prevent e-receipt processing errors. 04/05/2019
The purpose of this document is to guide Concur users through the process of assigning a Travel Advance to a Travel Report in Concur. 07/05/2019
The purpose of this document is to guide Concur users through the process of processing a Travel Advance Cash Return in Concur. 07/05/2019
The purpose of this document is to guide Concur user on how to itemize and allocate expenses. 05/10/2019
Concur -  Itinerary
The purpose of this document is to guide Concur users on how to create an itinerary to claim Per Diem. 05/07/2019
Concur -  Mileage Calculator
The purpose of this document is to guide Concur users through the process of using the mileage calculator to add personal vehicle mileage to their Concur report. 04/29/2019
Concur -  Per Diem Allowances
An overview of Per Diem Allowance for Travel. 05/07/2019
The purpose of this document is to guide Concur users through the process of printing and emailing a copy of their travel itinerary in Concur. 03/14/2019
The purpose of this document is to guide Concur users through the process of setting up the required fields in the travel profile. A travel profile is required in order to book travel in Concur 03/14/2019
The purpose of this document is to guide Concur users through the process of booking business travel combined with family travel. 3/25/2019
Concur -  View Unused Tickets
The purpose of this document is to guide Concur users through the process of locating unused airline tickets in Concur. 3/14/2019
This documents the visual changes to the Concur Expense User Interface as of February 5, 2019. 09/01/2021
Concur Mobile - Log in and Authentication
This document explains how to log in to the Concur Mobile application. 06/11/2021
Concur Mobile -  Cost Object Approver Process
The purpose of this document is to guide Concur users through the process of approving reports in the Concur Mobile app. 07/26/2021
An overview of how to use the Contract and Insurance Matrix to determine what contract to use and what insurance level is needed for purchased services. 04/23/2020
This guide explains how access is managed for financial and administrative systems. It specifies which access/roles are automatically granted, where to submit requests for elevated access, and who must approve the access requests. 10/09/2023
This document guides users through setting up Concur cost center defaults using eBiz. 09/23/2019
06/03/2021
This document explains the system and browser requirements to access Oracle E-Business Suite (EBIZ) forms. 05/23/2022
This document reviews the changes to Oracle eBiz related to the upgrade to Oracle EBS 12.2 06/02/2021
This documents how to setup delegates to approve Absence and ICD notifications for your Oracle worklist. Also covers the setting of vacation rules. 06/07/2024
FARM -  Delegate
04/24/2020
FARM -  Fiscal Officer
04/24/2020
FARM -  Navigation
04/24/2020
Instructions on how to charge Federal WorkStudy (FWS), cost share requirements and FWS reporting.  12/01/2017
An overview of Foundation and Endowment Accounting with the new Chart of Accounts; specifically using Sources and Entities. 10/31/2019
This document instructs users how to use the Account Validation Took to check if accounts are valid. 03/25/2022
FSE -  Concur
12/01/2017
Crosswalk from discontinued FMS Reports to new OBI Dashboards.  01/04/2018
FSE -  Mail barcode
This document explains how to generate a mail slip with a valid charge account. 02/17/2023
08/01/2019
01/01/2018
FSE -  Workforce
12/01/2017
Overview of how to complete the funding source sections in the Project Initiation Form (PIF) and the Project Authorization Reqest (PAR) form for funding an approved Capital Project.  12/01/2017
Instructions on how to charge PACE ( Program to Aid Career Exploration) 10/01/2017
Overview of how to charge a rebill account which is the University's process to facilitate certain external billing authorizations known as Rebill accounts. 05/01/2018
Overview of IBS policy, what is included and excluded from IBS and additional compensation examples. 06/28/2019
Instruction on how to set up and maintain Internal Awards in the Oracle Grants Accounting Module. 02/23/2023
A condensed version of How To Guide for the more experienced user. 02/23/2023
Information on finding and correcting internal awards attached to projects that have passed the end date and have an available balance. 05/31/2022
Information on finding and correcting internal awards that have a negative available balance. 05/03/2023
Information on reconciling specific sources and organizations between the general ledger and the grants module. 05/31/2022
Many of the common questions and issues concerning the Internal Award process. 05/03/2023
This guide shows the steps used to download and populate the Excel Journal Entry Template. Please see the Journal Entry Tool (JET) User Guide for additional information. 04/01/2023
This guide shows the steps used to stage and upload journal entries using JET as well as how to monitor the status of uploaded journals. Please see the Journal Entry Tool (JET) User Guide  for additional information. 04/01/2023
If your Multi-Factor Authentication method is to call your office phone, you will need to need modify your settings to access Oracle E-Business Suite from an off-campus location.  This guide outlines the steps to make those changes.    03/13/2020
This dashboard is used to view Paid Time Off (PTO) balances and usage for salaried administrative staff and faculty. Use this dashboard to view current PTO balances, projected end of year balances, and absence dates for the current fiscal year. 07/25/2022
03/01/2019
07/21/2020
11/08/2019
OBI -  Concur Defaults /
This document guides users through the Concur Defaults dashboard within OBI. 09/23/2019
12/11/2017
10/14/2020
Use this dashboard to view the supporting payroll amounts included on the Effort Reports that are distributed by the Grants Accounting office for certification each academic term. 11/29/2018
Use this dashboard to look up basic employee data such as contact information, title, employee number, supervisor or planning unit. 01/27/2021
04/27/2020
10/14/2020
03/30/2021
OBI -  FARM Approvers
07/07/2020
Use this dashboard to view Oracle E-Business (EBIZ) access and Oracle Business Intelligence (OBI) access to Finance or HR subject areas.  This dashboard helps CFAOs and functional offices complete  routine access audits and is useful in determining if access changes may be needed for new employees, transfers, promotions, re-orgs, etc. 01/27/2021
The purpose of this document is to show you how to login to OBI and navigate to the Finance and Human Resources dashboards.  It also contains general tips to help you use OBI more effectively. 11/02/2023
04/01/2019
08/25/2021
09/26/2019
04/20/2018
02/05/2019
12/11/2017
05/02/2018
12/11/2017
05/25/2023
OBI -  Payments
09/01/2017
11/08/2019
11/08/2019
OBI -  PO Summary
This dashboard allows you to view Purchase Order details and their associated Invoices. 08/05/2024
OBI -  Segment Lookup
12/11/2017
OBI -  Summary Report
04/17/2020
08/25/2021
Overview of how to submit a repayment to a PCard via eCheck or Credit Card via Transact Payments (formerly CashNet). 07/22/2022
Overview of how to use the web-based purchasing roadmap. 04/16/2020
Instructions on journal entries related to the areas of investment will look different for the remainder of FY18 than they will starting in FY19 as a result of the mid-year Chart of Accounts conversion. 10/01/2017
An overview of Student Organization accounts, including OBI - Student Funds Available, Transfers, & Internal Billings. 07/21/2021
05/15/2023
Overview of how to complete the Supplier/Payee Information Form. 04/16/2020
An overview of Christopherson Business Travel (CBT) process for airfare price match.  04/01/2019
Travel - The Parking Spot
An overview of how to obtain a 25% discount parking rate at the Columbus Airport for business or personal travel through The Parking Spot. 10/07/2019
To access Oracle e-Business Suite, shared drives, and other online university resources, users are required to be connected to Ohio University’s secured network or connect through Campus VPN. Campus VPN creates an encrypted "tunnel" that protects your network traffic from being captured by unauthorized individuals. 03/13/2020
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