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

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 Approval

Budget Transfer

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

Financial Reports Overview

Reporting Tools

Training Guide - FMS and HCM Reporting Tools
Training Guide - Run Control ID

Commonly Used Queries

Common UTShare Queries

Sahara

Sahara 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 Certification
Video - Annual Certification

Journal Entry

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 Status
Job 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

Managing Dept Funds for Cost Centers and Sponsored Projects

Manage Dept Funds Overview

Training Guide - Managing Department Funds
Infographic - Managing Department Funds

Payment Vouchers Overview

Payment Vouchers Training Overview

Training Guide - Payment Vouchers

Desktop Receiving

Job Aid - Desktop Receiving

Purchasing Card (ProCard) Overview

ProCard Overview

Job Aid - State Vendor Hold Search Tool
Job Aid - Request A ProCard

Requisitions and Purchase Orders Overview

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