Financial Area Representatives (FAR)

FAR meetings provide a forum for UTSA's financial area representatives to disseminate financial-related information, review policy and procedure updates, share best practices and discuss areas where Financial Affairs' staff can improve its service and simplify business processes.

Meeting Information

Date Agenda Materials
FY18
01/30/19 Agenda
10/30/18 Agenda
FY17
07/18/18 Agenda
05/23/18 Agenda
03/28/18 Agenda
01/24/18 Agenda
11/29/17 Agenda » Budget Transfer Form
» Financial Affairs Training Website
» Purchasing and Distribution Services Website
» Impact of Rowdy Exchange
» Staff Role in Student Success: It's Everyone's Responsibility!
» FY 17 Lapse and Roll-Forward Funds
» Tips & Tricks:
9/20/17 Agenda » Financial Affairs Announcements
» UTSA Campus Services
» UTSA Online- Extending Our Reach
» Cell Phone Policy Update
» Rowdy Exchange Update
» Road Map of Projects
» Purchasing and Distribution Services Website
» Business Affairs Announcements
7/19/17 Agenda » Rowdy Exchange Update
» E-Form Discussion
» Cellular Phone & Service Policy
» Financial Services Update
» Budget Update
» Merit Process
» FY 2017 Year End Update
5/24/17 Agenda » Year-end Workshop Dates
» Wireless Communication Devices
» Account Codes
» Hiring Freeze Update
» Fiscal Notes Update
» Travel Workflow Update
» Rowdy Exchange
3/22/17 Agenda » Sustainability at UTSA
» Rowdy Exchange Update
» HUB Update
» UT Share On-Premise Build and Migration Project
» FY 2017 Budget Mid-Year Review and FY 2018 Budget Planning
» Budget Planning and Development Update
1/25/17 Agenda » FY2016 Annual Financial Report Highlights
» University Resources and Budgeting
» Hyperion FY2018 Budget Timeline
» Procard Travel Card Administration Update
» Multifunctional Machines (Copiers, Printers, FAX, Scanner) Update
» SciQuest Update
11/30/16 Agenda » UTSA Capital Project Update
» Users Group Update
» Strategic Budget and Fiscal Sustainability Task Force
» Travel Survey Results
» Surplus Results
» SciQuest Update
» Total Contract Management
» HUB Program Update
» Commitment Control Project
9/28/16 Agenda » Financial Affairs Users Group
» SciQuest
» Remi Group
» Purchasing Updates
» Travel Workflow
» RowdyPay
» Budget Updates
FY16
07/27/16 Agenda » Banking Updates
» EOY Updates
» Budget Updates
» Procurement Updates
» LAR Update
» Tips & Tricks
05/25/16 Agenda » Travel - Where We Are Now and Where We Are Headed
» Payroll Services Updates
» Procurement Updates
» Function/NACUBO Codes - What Are They and Why Are They Important?
» AP/ePro Workflow Update
» Salary and Fringe Calculator Tools Demonstration (No handout)
» Tips & Tricks
03/23/16 Agenda » HUB Vendor Fair (No handout)
» Budget Calendar and Mid-Year Review
» Salary Encumbrance Update
» Procurement Updates
» Function/NACUBO Codes - what are they and why are they important? (DEFERRED TO NEXT FAR MEETING 5/25/16)
» Surplus Property Department Operations / Offerings
» Workflow Implementation
» PeopleSoft Updates
01/20/16 Agenda » AFR Update
» e-Pro and AP Workflow
» Purchasing Updates
» Vendor Separation
» Using combo edits to Reduce Chartfield Errors
»»Combo Edit Communication
» Two-Factor Authentication
»
Property & Casualty Insurance Program
10/21/15 Agenda » Job Termination Payroll Errors
» MFR Project
» Procurement Updates
» PeopleSoft Workflow
» Employee Education Benefit Program
08/26/15 Agenda » Removal of Equipment -- Changes in Process
» Tips and Tricks
» Budget Information Session
» Purchasing Updates
FY15
07/02/15 Agenda » Two-Factor Authentication
» MFR Reconciliation Project & Management Certification Update
» Salary Encumbrance Go-Live
» Salary Encumbrance Communication
» Purchasing Updates
» Merit
» Unrelated Business Income Tax
04/15/15 Agenda » Year End Workshop Dates
» PeopleSoft Tips and Tricks & Hyperion Public Sectory Planning and Budgeting (PSPB)
» Salary Encumbrances
» Travel and Credit Card Updates
» Procurement Updates
» Requisition/PO Encumbrance
» Suggestion Box
02/18/15 Agenda » Contacts for PeopleSoft
» Contacts for PeopleSoft Handout
» Budget Update
» Monthly Financial Report
» Purchasing Updates
» PeopleSoft Tips & Tricks
» Travel Checklist
10/15/14 Agenda » Budget Update
» Travel and Vendor Set-up Reminders
» Purchasing Updates
» Payroll Updates
08/12/14 Agenda » PeopleSoft Procurement and Payment Updates - Purchasing
» PeopleSoft Procurement and Payment Updates - DTS
» Reconciliation of Converted Data as of April 30, 2014
» End of Year Critical Deadlines
» End of Year Critical Deadlines - HR
» Fiscal Management Sub-Certification
» Budget Update
FY14
06/25/14 Agenda » Procard
» Procure to Pay
» Budget Checking Exceptions
» Interdepartmental Transfer process
» HR update
05/06/14 Agenda » Human Resources- Position & Personnel Processing Changes
» Salary Encumbrance Process Delayed Budget Spending Authority and Position Funding
» RTA Process for Travel
» Procure to Pay and Procard Holder Training
» Budget 2015 and Legislative Appropriations Request 2016-2017
» UTShare/PeopleSoft Update
» Paying with a Procard & Upcoming Training
» Financial Affairs FMS Update
03/04/14 Agenda » Changes in the Quality Assurance Review (QAR) Process
» Budget Update: Mid-Year Review and Budget Calendar
» Paid Semester Credit Hour Analysis and Budget Impact on Forecast
» PeopleSoft Update
» PeopleSoft Transitional Period
» Travel Update
» Why get a ProCard?
10/16/13 Agenda » OSPA info
» Network Access Control
» Enrollment and Retention
» TRS Surcharge Rates
» PeopleSoft
» FY14 Mandatory Fee Forecast
FY13
06/19/13 Agenda » Red Flag
» UT Training
» GRIP Information
» Merit Policy
04/25/13 Agenda » Minors in the Laboratory Awareness
» Sales Tax Update
» Telephone Services Billing
» UT SHARE
» Planning, Budget and Forecast
» Travel Services update
02/19/13 Agenda » Office of Sponsored Project Administration Update
» Budget Update
» Travel RFP Process Update
» Administrative Cost Ratio
» SRECNA Highlights
12/13/12 Agenda » Housing / San Saba Update Presentation
» Travel / Car Rental Agency Update
10/11/12 Agenda » PeopleSoft Update

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