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.

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

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

Video: Approvals

Travel Request

Process Guide - 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 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 - 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 - Correct Error: Report Header Missing Data
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

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.

Submit a MARS Access Request

MARS Training Overview

Training Guide - MARS

MARS Basics

Job Aid - Accessing MARS
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

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