Effective July 1, to align with Concur functionality, we are implementing a revised process for submitting and approving expense reports that include exceptions and/or require supplemental approvals. The Wharton Concur Approval flow chart outlines the new approval path. Key Changes: Approval Order Is Critical: Approvers must be added in…Read More
Announcements
Wharton BA Meeting Presentation 5/29/2025
The Wharton Business Administrator meeting May 29, 2025 Agenda • Ordering Furniture Best Practices -Chris Augustine, Wharton Operations • Concur System Updates (eff. 5/12/25) • Travel & Expense Management (TEM) Changes and Reminders • Workday Updates • Purchasing Card and Meeting Card Reminders • Next BA Meeting Full Powerpoint Presentation
FY26 Merit Process
FY26 Merit Process presentation from the Wharton BA meeting on April 30. 2026. FY26 Merit Process – Key Dates, Instructions, and Resources FY26 Merit Planning Template (no rounding) FY26 Merit Planning Template (with rounding) FY26 Confidential Merit Folder for Merit Templates Importance of Running Merit Audit Reports Prior to Merit…Read More
FY25 Year-End Close Updates
FY25 Year-End Close has begun. Please make sure to check the Year-End Close section for the calendar of dates and the workshop presentation. Round 1 Reports due back to F&A = April 22nd (complete) Round 2 Reports due back to F&A = June 13th
T&E Policy Changes Effective July 1, 2025
As part of the Finance Forward’s program and the Procurement Transformation initiative, Procurement Services is announcing two upcoming Procurement policy changes, effective July 1, 2025: Expense Report Submission Window: The submission window for expense reports will change from 182 days to 60 days to ensure Penn is compliant with IRS…Read More
New OBJ Codes For FY25
Object Codes