Skip to Search Skip to Navigation Skip to Content

Online Courses

Take online training anywhere at your convenience.

Introduction to the Chart of Accounts

Description
You will get an overview of the PeopleSoft Chart of Accounts structure, terminology and concepts.
Objectives
After completing this online class, you will be able to:
  • Explain UTShare/PeopleSoft Chart of Accounts terminology, concepts and shortcuts
  • Identify Chart of Accounts resources and forms
  • Review the basic structure for the UTShare/PeopleSoft Chart of Accounts
  • Understand Chart Field strings
Audience
Employees responsible for creating, reporting and reconciling financial transactions.
Job Aids
Expense Report Workflow

Description
Get instructions and guidelines for processing travel and non-travel related expense reports, based upon your role as a traveler, creator or approver.
Objectives
After completing this online class, you will be able to:
  • Create an expense report (creator)
  • Review and certify expenses for a trip reconciliation (traveler)
  • Utilize the appropriate processes and procedures for approving an expense report (approver)
Audience
Administrative staff, faculty, staff (non-admin)
Job Aids
Approval Workflow Process: Non-Purchase Order Vouchers

Description
Learn how to process and route non-purchase order vouchers, as a creator and approver, using UTShare/PeopleSoft.
Objectives
After completing this online class, you will be able to:
  • Apply the non-PO workflow approval process requirements to documents created in UTShare/PeopleSoft
  • Identify the roles and responsibilities with the non-PO workflow process
  • Identify when and how to approve, deny or push back workflow functionality
  • Understand workflow terminology, concepts and navigation for non-PO vouchers in UTShare/PeopleSoft
Audience
Administrative staff, staff (non-admin)
Job Aids
Travel Authorization Workflow

Description
This course provides general instructions and guidelines to UTSA department travelers, creators and approvers of the changes that came about with the implementation of Travel and Expense (T&E) workflow. This course addresses the Travel Authorization (TA) process.
Objectives
After completing this online class, you will be able to:
  • Identify required documentation to be attached
  • Process a travel authorization
  • Review departmental budgets for travel funding
  • Utilize approval workflow for travel authorization
Audience
Administrators and those responsible for creating and approving travel requests.
Inventory Refresher

Description
This is a refresher course for those who have taken the initial inventory training class. Refresh your knowledge of the current guidelines and policies for taking inventory. This training is required and must be completed before you can check out a bar code scanner for this year's inventory.
Objectives
After completing this online class, you will be able to:
  • Apply steps in annual physical inventory process
  • Distinguish between the roles and responsibilities of property custodians and inventory contact people (ICP)
  • Identify new policies and procedures for the current fiscal year
  • Locate and utilize inventory forms
Audience
Property custodians and Inventory Contact People.
Time and Absences Reporting for Non-Exempt Employees

Description
This course will help non-exempt employees correctly fill out their timesheets and review their time and absence balance using the SharePoint system.
Objectives
After completing this online class, you will be able to:
  • Accurately record time worked and absences
  • Identify employee type and which timesheet to use
  • Navigate to appropriate timesheet and through components
  • Verify leave balance information and submit timesheet to supervisor for processing in a timely manner
Audience
Non-Exempt employees
Time and Absences Reporting for Exempt Employees

Description
This course will help exempt employees correctly fill out their timesheets and review their time and absence balance using the SharePoint system.
Objectives
After completing this online class, you will be able to:
  • Accurately record time worked and absences
  • Identify employee type and which timesheet to use
  • Navigate to appropriate timesheet and through components
  • Verify leave balance information and submit timesheet to supervisor for processing in a timely manner
Audience
Exempt employees
Time and Absences Reporting for Non-Exempt Employees

Description
This course will help non-exempt employees correctly fill out their timesheets and review their time and absence balance.
Objectives
After completing this online class, you will be able to:
  • Accurately record time worked and absences
  • Identify employee type and which timesheet to use
  • Navigate to appropriate timesheet and through components
  • Verify leave balance information and submit timesheet to supervisor for processing in a timely manner
Audience
Non-Exempt employees
Time and Absences Reporting for Exempt Employees

Description
This course will help exempt employees correctly fill out their paper timesheets and review their time and absence balance.
Objectives
After completing this online class, you will be able to:
  • Accurately record time worked and absences
  • Identify employee type and which timesheet to use
  • Navigate to appropriate timesheet and through components
  • Verify leave balance information and submit timesheet to supervisor for processing in a timely manner
Audience
Exempt employees
Procard Compliance Refresher

Description
This course is an online refresher for current Procard holders who have had a card for three years. This training is also intended for card holders who have had unauthorized activity or have had their cards replaced.
Objectives
After completing this online class, you will be able to:
  • Identify your responsibilities for securing your card
  • Utilize and maintain proper documentation to support purchases
  • Apply appropriate guidelines when using Procard
  • Demonstrate best practices for the use of the Procard
  • Explain the need for Procard purchasing controls
Audience
Administrators who approve paperwork
Contact Us
Email: financialaffairs@utsa.edu
Phone: 210-458-4210
Fax: 210-458-5805
In All We Do, We Do With Excellence - Every Person - Every Day - Every Job