UTShare Financial Info
This section contains training documentation for the Financial modules 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.
Asset Management Overview
Training Guide - Asset Management Asset Changes and Workflow
Create Asset Transfer
Job Aid - Asset Transfer
Job Aid - Asset Removal
Job Aid - Asset Return
Job Aid - Asset Transfer to Surplus
Asset Management Approval
Job Aid - Asset Manager ApprovalBudget Transfer Overview
Training Guide - Budget Transfer
Create Budget Transfer
Job Aid - Create Budget Transfer
Handout - Budget Transfer Rules
Find or Modify Budget Transfer
Job Aid - Find Budget TransferJob Aid - Modify Budget Transfer
Common Financial Queries highlights frequently used FMS queries and reporting tools, including where they are accessed and the types of financial data they return.
Reporting Tools
Training Guide - UTShare Queries and ReportsJob Aid - Run Control ID
Commonly Used Queries
Commonly Used Financial UTShare QueriesSahara Training Guides
Training Guide - SAHARA
Training Guide - SAHARA Approver
Reconciliation
Job Aid - SAHARA Account Reconciliation
Job Aid - SAHARA Submit Reconciliation
Job Aid - SAHARA Submit an Approval
Job Aid - SAHARA Review Status of Account Reconciliation
Job Aid - SAHARA Additional Reconciliation Actions
Job Aid - SAHARA Easy Correct IDT
Job Aid - Tools for Reconciling Financial Statements
Certification
Process Guide - Department Head Annual CertificationVideo - Annual Certification
IDT Journals:
Process Guide - IDT Journal
Job Aid - Create New IDT Journal Entry
Job Aid - Enter IDT Revenue Lines
Job Aid - Process IDT Journal
Job Aid - Submit IDT Journal
Manage Journals:
Job Aid - Review Journal StatusJob Aid - Copy Journal
Job Aid - Delete Journal
Job Aid - Attach Document to a Journal
Job Aid - Enter IDT Expense Lines
Job Aid - Find an Existing Journal
Manage Dept Funds Overview
Training Guide - Managing Department Funds
Infographic - Managing Department Funds
ProCard Overview
Job Aid - State Vendor Hold Search Tool
Job Aid - Request A ProCard
Requisition and Purchase Order Overview
Training Guide - Requisitions and Purchase Orders
UTShare Asset Management Profile Codes Resource
Mav eShop Requisitions
Infographic - Mav eShop
Video - Mav eShop: Shopper's Role
Special Item Requisition
Infographic - Special Item Requisitions
Desktop Receiving