UTShare Financial Info
This section contains training documentation for the Financial modules of UTShare.
Asset Management Overview
Create Asset Transfer
- Job Aid - Asset Transfer
- Job Aid - Asset Removal
- Job Aid - Asset Return
- Job Aid - Asset Transfer to Surplus
Asset Management Approval
Budget Transfer Overview
Create Budget Transfer
Find or Modify Budget Transfer
Reporting Tools
Commonly Used Queries
Sahara Training Guides
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
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:
Manage Dept Funds
View Departmental Funds
Chart of Accounts
Payment Vouchers Training Overview
Desktop Receiving
Create Payment Voucher
- Job Aid - Non-PO Voucher
- Job Aid - PO Voucher
- Job Aid - HSP PO Voucher
- Job Aid - Add Discount Line to PO Voucher
- Job Aid - Attach Document to Voucher
Find Existing Voucher
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
- Job Aid - View Payments by Reference ID
- Job Aid - View Payments by Supplier Name
Single Payment Voucher
ProCard Overview
- Training Guide - ProCard
- Job Aid - Accessing ProCard Reconcile Statement Screen
- Job Aid - State Vendor Hold Search Tool
Request ProCard
Reconciliation
Approvals
Requisition and Purchase Order Training Guide
Procurement Process Overview
Create Requisitions
Mav eShop for Requesters
- Job Aid - Shop Punchout Catalog
- Job Aid - MAV eSHOP Requisition
- Job Aid - MAV eSHOP - Process Assigned Cart
Mav eShop Shopper
Special Request
Desktop Receiving
Purchase Orders
Supplier Search
These self-paced courses are located in Canvas, simply click on the class link to enroll.