Asset Management Overview

• 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 Approval

Budget 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 Transfer
• Job Aid - Modify Budget Transfer

Reporting Tools

• Training Guide FMS and HCM Reporting Tools
• Training Guide Run Control ID
• Powerpoint FMS and HCM Query Viewer

Commonly Used Queries

• Common UTShare Queries

Sahara Training Guides

• Training Guide - SAHARA
• Training Guide - SAHARA Approver

Reconciliation

• Powerpoint - SAHARA Account 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

• Department Head Annual Certification Guide
• Annual Certification Video Aid

Journal Entry Overview

• Training Guide - IDT Journal Entry
• Powerpoint - IDT Journal Entry

Create and Manage IDT Journal

• Job Aid - Create an IDT Journal
• Job Aid - Review Journal Status
• Job Aid - Copy an IDT Journal
• Job Aid - Delete an IDT Journal
• Job Aid - Attach Document to a Journal

Manage Dept Funds

• Training Guide - Managing Dept Funds
• Powerpoint - Managing Dept Funds

View Departmental Funds

• Job Aid - Budget Overview
• Job Aid - Budget Details
• Job Aid - Create or Delete a Budget Overview Inquiry

Chart of Accounts

• Training Guide Chartfield Values
• Job Aid - View Budget Activity for all GL Accounts

Cost Share

• Powerpoint - Cost Share
• Training Guide - Cost Share

Payment Vouchers Training Overview

• Training Guide - Payment Voucher
• Powerpoint - Payment Voucher

Create Payment Voucher

• Job Aid - Non-PO Voucher
• Job Aid - PO Voucher
• Job Aid - Add Discount Line to PO Voucher

Find Existing Voucher

• Job Aid - View Voucher by Voucher ID
• Job Aid - View Voucher by User ID

View Payment Information

• Job Aid - View Scheduled Payments by Voucher ID
• Job Aid - View Scheduled Payments on Hold
• Job Aid - View Scheduled Payments by Supplier Name
• Job Aid - View Scheduled Payments by Vendor
• Job Aid - View Payments by Reference ID

Single Payment Vouche

• Job Aid - Single Payment Voucher

ProCard Overview

• Training Guide - ProCard
• Job Aid - Accessing ProCard Reconcile Statement Screen

Request ProCard

• Job Aid - Request A ProCard

Reconciliation

• Powerpoint - ProCard
• Job Aid - ProCard Reconciliation

Approvals

• Job Aid - ProCard Approval

Requisition and Purchase Order Training Guide

• Requisitions and Purchase Orders - Training Guide

Procurement Process Overview

•  Procurement Process Overview PowerPoint

Create Requisitions

• Create Requisitions Powerpoint

Mav eShop for Requesters

• Job Aid - Shop Punchout Catalog
• Job Aid - MAV eSHOP Requisition
• Job Aid - MAV eSHOP - Process Assigned Cart

Mav eShop Shopper

• Powerpoint - MAV eSHOP Shopper

Special Request

• Job Aid - Special Request Requisition

Desktop Receiving

• Job Aid - Desktop Receiving

Purchase Orders

• Job Aid - PO Inquiry
• Job Aid - Print PO
• Job Aid - PO Activity Summary

Supplier Search

• Job Aid - Search for Supplier

Travel and Expenses

• Training Guide - Travel & Expense
• Powerpoint - Travel & Expenses

How to Travel for the University

• UTA Travel Card Program
• Powerpoint - How to Travel for the University
• Job Aid - Maintain Employee Profile

Travel Authorization

• Job Aid - Create Travel Authorization
• Job Aid - Supplemental Travel Authorization

Cash Advance

• Job Aid - Create Cash Advance
• Job Aid - Apply Cash Advance

Expense Report

• Job Aid - Create Non-travel Expense Report
• Job Aid - Create Travel Expense Report
• Job Aid - Employee Expense History
• Job Aid - Employee Payment History
• Job Aid - Official Occasion Expense Form

My Wallet Transactions

• Training Guide - My Wallet
• Job Aid - My Wallet
• Job Aid - Receipt Split in My Wallet

These self-paced courses are located in Canvas, simply click on the class link to enroll.

• The Business of Buying at UTA
• How to Travel for the University
• UTA Travel Card Program
• Budget Transfer Workflow