Business Apps

This section contains training documentation for programs that are outside of UTShare.

 

Concur

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

Concur Profile and Overview

Training Guide Concur
Concur Travel and Expenses PowerPoint
UTA Concur Video Resources
UTA CTP/Concur Travel Resources
Concur Profile Settings Process Guide
Accessing Concur Job Aid
Navigating to Concur MobileApp Job Aid
Adding Receipts through MobileApp Job Aid
Non-Employee Concur Processing Job Aid
How to Set up an Assistant/Arranger for Travel Booking Job Aid
Video: Add an Assistant or Arranger for Travel
How to Set up a Delegate for Request and Expense Job Aid
Video: Add Delegate for Request and Expense
Act as Another User Job Aid
Video: Act as Another User
Review Delegate Access Job Aid
Concur Approvals Job Aid
Video: Approvals
Concur Approval Delegation Request
Favorite Attendee Groups Job Aid
Reduce PDF File Size for Concur Job Aid
Searching Concur for Request or Report ID Job Aid
Missing Receipt Declaration Job Aid

Travel Request
Travel Request Process Guide
Create Request Header Job Aid
Add Expected Expenses Job Aid

Update Expected Expense Allocations:
Single Expense - Single Funding Source Job Aid
Video: Single Expense - Single Funding Source
Single Expense - Multiple Funding Sources Job Aid
Video: Single Expense - Multiple Funding Sources
Multiple Expenses - Single Funding Source Job Aid
Video: Multiple Expenses - Single Funding Source
Multiple Expenses - Multiple Funding Sources Job Aid
Video: Multiple Expenses - Multiple Funding Sources 
Add Cash Advance Job Aid
Submit Travel Request Job Aid

Non-Travel Expense Reports
Create Non-Travel Expense Report Process Guide
Expense Report – Mileage & Other Transportation Costs Process Guide
Create Non-Travel Expense Report Header Job Aid
Add Expenses Job Aid
Video: Non-Travel Meals and Attendees
Add Attachments Job Aid
Video: Add Attachments
Correct Report Header Missing Data Error Job Aid

Update Expense Allocations:
Single Expense - Single Funding Source Job Aid
Video: Single Expense - Single Funding Source
Single Expense - Multiple Funding Sources Job Aid
Video: Single Expense - Multiple Funding Sources
Multiple Expenses - Single Funding Source Job Aid
Video: Multiple Expenses - Single Funding Source
Multiple Expenses - Multiple Funding Sources Job Aid
Video: Multiple Expenses - Multiple Funding Sources
Submit Non-Travel Expense Report Job Aid

Travel Expense Reports

Create Travel Expense Report Process Guide Create Travel Expense Report Job Aid Add Travel Itinerary Job Aid Video: Travel Itinerary Add Travel Expenses Job Aid Update Lodging Expenses Job Aid
Video: Hotel Itemization
Video: Other Hotel Type Itemization
Update Meal Expenses Job Aid
Video: Non-Travel Meals and Attendees
Update Transportation Expenses Job Aid
Add Attachments Job Aid
Video: Add Attachments
Return Cash Advance Job Aid
Correct Report Header Missing Data Error Job Aid

Update Expense Allocations:
Single Expense - Single Funding Source Job Aid
Video: Single Expense - Single Funding Source
Single Expense - Multiple Funding Sources Job Aid
Video: Single Expense - Multiple Funding Sources
Multiple Expenses - Single Funding Source Job Aid
Video: Multiple Expenses - Single Funding Source
Multiple Expenses - Multiple Funding Sources Job Aid
Video: Multiple Expenses - Multiple Funding Sources
Submit Travel Expense Report Job Aid

ProCard Reconciliation Report
Process Guide - ProCard Reconciliation Report
Job Aid - Access ProCard Reconciliation Reort
Job Aid - Add ProCard Attachments
Job Aid - Allocations - Multiple Expected Expenses - Multiple Funding Sources
Job Aid - Allocations - Multiple Expected Expenses - Single Funding Source
Job Aid - Allocations - Single Expected Expense - Multiple Funding Sources
Job Aid - Allocations - Single Expected Expense - Single Funding Source
Job Aid - Request a ProCard
Job Aid - State Vendor Hold Search Tool
Job Aid - Submit ProCard Reconciliation Report
Job Aid - Update ProCard Transactions
Video - Add Attachments
Video - Multiple Expected Expenses - Multiple Funding Sources
Video - Multiple Expected Expenses - Single Funding Source
Video - Single Expected Expense - Multiple Funding Sources
Video - Single Expected Expense - Single Funding Source
Video - Non-Travel Meals and Attendees

 

EPM

EPM is the university's cloud based budget and planning tool. 

The Job Aids below are step by step instructions for particular tasks.

EPM Training Overview

Getting Started in EPM

EPM Reports

Position Budget Forms

EPM Transfer Forms

EPM Departmental Budget Forms

Forecasting

MARS

MARS is a central repository of integrated data that provides a full range of business intelligence capabilities.

MARS Access Request Click Here

MARS Training Guide

MARS Basics

MARS Personalization

Microsoft Teams

Teams Basics

 

Non-Academic Canvas

OCI 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.

Canvas Requests Support

Request a Non-Academic Course ServiceNow

Canvas Questions and Issues

Have a question or issue? Submit a ticket in ServiceNow or use the Chat & Support option.

Canvas Support Hotline

Have a question about an existing Canvas course please call Canvas support 1 (855) 597-3403.

TouchNet Marketplace

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

To request a new store, go to Service-now 
if you have any questions please contact: acctserv@uta.edu

The following forms must be submitted to acctserv@uta.edu to set up a new merchant account.

Touchnet Marketplace Job Aids

uStore Job Aids

uPay Job Aids

Payment Works

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 for Initiator

Job Aids

Resources for Suppliers

TCP - Employee

Employee Training Guide

Clocking In and Out

Review and Approve Hours

Accruals and Leave Requests

MobileClock

Multiple Positions in TCP

General TCP Knowledge

TCP - Timekeeper/Manager

TCP is the system of record for timekeeping and leave used by all employees at UTA. TCP gets employee and manager data from UTShare. Please ensure your employee information is correct in UTShare. For assistance see the UTShare HR Info section.

Training Guides

Manage Employee Hours

Accruals and Leave Requests

Review and Approve

Dashboard and Reports

General Timekeeper/Manager Knowledge