Business Apps
This section contains training documentation for programs that are outside of UTShare.
Please note that training documentation is updated regularly. UTA employees are advised to reference the documents from this website to ensure they are viewing up-to-date information.
SAP Concur is the business expense solution that UTA uses for:
- Travel Requests
- Expense Reports (Both Travel and Non-Travel)
- Booking Travel via Collegiate Travel Planners
- ProCard Statement Reconciliation
SAP Concur Website Resources
Concur Expense
Concur Travel
Concur Request
Overview and Navigation
Training Guide - Concur: Travel, Expense, and ProCard
Process Guide - Search for Request or Report
Job Aid - Accessing Concur
Job Aid - Navigating to Concur MobileApp
Job Aid - Reduce PDF File Size
Videos - All Concur Video Resources
Assistant/Arranger, Delegate
Process Guide - Set Up Assistant/Arranger and Delegate
Job Aid - How to Set Up an Assistant/Arranger for Travel Booking
Job Aid - How to Set Up a Delegate for Request and Expense
Job Aid - Review Delegate Access
Job Aid - Acting as Another User
Job Aid - Non-Employee Concur Processing
Video - Add an Assistant or Arranger for Travel
Video - Add Delegate for Request and Expense
Video - Act as Another User
Approvals
Job Aid - Concur Approvals
Concur Approval Delegation Request
Travel Request
Process Guide - Create Travel Request
Job Aid - Create Request Header
Job Aid - Add Expected Expenses
Job Aid - Add Cash Advance
Job Aid - Submit Travel Request
Non-Travel Expense Reports
Process Guide - Create Non-Travel Expense Report
Process Guide - Mileage and Other Transportation Costs
Process Guide - Attendee Groups for Expense Reports
Job Aid - Create Non-Travel Expense Report Header
Job Aid - Correct Error: Report Header Missing Data
Job Aid - Add Non-Travel Expenses
Job Aid - Add Attachments
Job Aid - Adding Receipts Through MobileApp
Job Aid - Missing Receipt Declaration
Job Aid - Submit Non-Travel Expense Report
Video - Non-Travel Meals and Attendees
Video - Add Attachments
Travel Expense Reports
Process Guide - Create Travel Expense Report
Process Guide - Attendee Groups for Expense Reports
Job Aid - Create Travel Expense Report
Job Aid - Correct Error: Report Header Missing Data
Job Aid - Add Travel Itinerary
Job Aid - Add Travel Expenses
Job Aid - Update Lodging Expenses
Job Aid - Update Meal Expenses
Job Aid - Update Transportation Expenses
Job Aid - Add Attachments
Job Aid - Adding Receipts Through MobileApp
Job Aid - Missing Receipt Declaration
Job Aid - Return Cash Advance
Job Aid - Submit Travel Expense Report
Video - Travel Itinerary
Video - Hotel Itemization
Video - Other Hotel Type Itemization
Video - Non-Travel Meals and Attendees
Video - Add Attachments
ProCard
Process Guide - ProCard Reconciliation Report
Job Aid - Access ProCard Reconciliation Report
Job Aid - Update Procard Transations
Job Aid - Add ProCard Attachments
Job Aid - Submit ProCard Reconciliation Report
Job Aid - Request a ProCard
Job Aid - State Vendor Hold Search Tool
Allocate Expenses (Travel Request, Expense Report, ProCard)
Job Aid - Allocations - Single Expected Expense - Single Funding Source
Job Aid - Allocations - Single Expected Expense - Multiple Funding Sources
Job Aid - Allocations - Multiple Expected Expenses - Single Funding Source
Job Aid - Allocations - Multiple Expected Expenses - Multiple Funding Sources
Video - Single Expense - Single Funding Source
Video - Single Expense - Multiple Funding Sources
Video - Multiple Expenses - Multiple Funding Sources
Video - Multiple Expenses - Single Funding Source
The Job Aids below are step by step instructions for particular tasks.
EPM Training Overview
Training Guide - Enterprise Performance Management
Infographic - EPM Overview
Getting Started in EPM
Process Guide - EPM Overview
Job Aid - EPM Access Request
Job Aid - Accessing EPM
Job Aid - Navigating EPM
Job Aid - EPM User Preferences
Job Aid - Using the Member Selector
EPM Reports
Process Guide - Reports
Job Aid - Downloading Reports
Position Budget Forms
Process Guide - Position Budget Forms
Job Aid - Copy Position (Split Position Funding)
Job Aid - Transfer Position (Change Funding Source )
Job Aid - Delete Position
Job Aid - Vacate Position
Job Aid - Transfer Employee (Employee Position Transfer)
Job Aid - Adding a Filled Position
Job Aid - Adding a Vacant Position
Job Aid - Other Position Types
Job Aid - Adding Additional Fringe
EPM Transfer Forms
Process Guide - Transfer Forms
Job Aid - Adding a Budget Transfer
Job Aid - Updating a Budget Transfer
Job Aid - Deleting a Budget Transfer
EPM Departmental Budget Forms
Process Guide - Departmental Budget Forms
Job Aid - Budgeting Longevity
Job Aid - MARS Employee State Service Time
Job Aid - Using the Member Selector
FY 26 Longevity Calculator
Forecasting
Training Guide - ForecastVideo - Navigation to Department Forecast
Video - Departmental Forecast Entry Overview
Video - Departmental Forecast Entry Process
Video - Forecast Actuals by Month for Selected Year
Video - 5 Year Actual Report and 5 Year Actuals by GL Account
Video - GL Account Actuals by Month for Selected Year and Forecast Copy - Snapshot for All Months
MARS is a central repository of integrated data that provides a full range of business intelligence capabilities.
MARS Basics
Job Aid - Accessing MARS
Submit a MARS Access Request
Job Aid - Create Sharable Links
Job Aid - Favorites
MARS Reports
Job Aid - Apply Report Filters
Job Aid - Navigate to a Report
Job Aid - Report Data Drill-down
Teams Basics
OIT Knowledge Services provides training and support for departments using Canvas for Non-Academic purposes. To get started with Canvas, attend one of our training sessions.
For assistance, or to request a Non-Academic Course, please submit a ServiceNow request.
Canvas Support Hotline
Have a question about an existing Canvas course please call Canvas support 1 (855) 597-3403.
UTA Marketplace is the University's software platform for online payments. Departments can set up an online store to sell merchandise and event tickets. The ready-made system allows departments to create a customized, user-friendly, and PCI-compliant web store. Admin users can run reports and refund transactions easily. Store Managers can process refunds, add products, and adjust store settings.
For more information, please contact UTAMarketPlace@uta.edu
Request a New Store
To request a new store, please submit a ServiceNow request.
The following forms must be submitted to acctserv@uta.edu to set up a new merchant account.
MOU Department Agreement
2-108 New Credit Card Merchant Services Request
19-3 Products to be Sold
For assistance with requesting a new store, contact acctserv@uta.edu.
Touchnet Overview
Job Aid - Logging into Touchnet
Job Aid - Reset Your Password
uStore Resources
Job Aid - Enable or Disable uStore
Job Aid - uStore Enable or Disable Product
Job Aid - uStore Pull Reports
Job Aid - uStore Refund
Job Aid - uStore Copy a Product
Job Aid - uStore Update Product
Job Aid - uStore Adding/Updating Options
Job Aid - uStore Adding/Updating Modifiers
Job Aid - uStore Updating Store Template
Job Aid - uStore Resend Email Notification to Customer or Department
uPay Resources
PaymentWorks is a third-party supplier management platform that integrates with UTShare. Supplier information is validated against various banking and sanction lists to ensure compliance.
PaymentWorks Overview
Process Guide - New Supplier Invitation and Onboarding
Video - Review Supplier Invoice Status
PaymentWorks Supplier Search
Process Guide - PaymentWorks Supplier Search
Job Aid - PaymentWorks Supplier Portal Search
Video - Search and Verify Supplier Onboarding Status
Video - Invite a Supplier
UTShare Supplier Search
Process Guide - UTShare Supplier Search
Job Aid - UTShare Review Supplier Search Page
Job Aid - UTShare Supplier Inforamtion Search Page