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Training

Summary of UTShare/PeopleSoft Course Offerings:

FA Training MasterSheet

Disbursements & Travel Services (DTS)

Please see all training modules and materials below. For more information please visit DTS.

  1. Processing Travel Advances and Reimbursements
    1. Cheat Sheets
    2. Interim Solutions
    3. Class Note Handouts
  2. Processing Non-Purchase Order Vouchers
    1. Supplier Information Form (SIF)
    2. Supplier Information Form (SIF) Instructions
    3. Sample Invoice used for Training
    4. Invoice Information Screen
    5. UTSA Chart of Accounts Chartfield Structure
    6. Object Code to Account Crosswalk
    7. List of Most Common Errors
    8. List of Budget Checking Errors
    9. Operating Procedures for Completing the Non-PO Voucher Interim Form
  3. Business Related Hospitality and Entertainment
    1. Business Expense Form (BEF)
    2. Business-Related Hospitality & Entertainment
  4. Corporate Travel Planners: CONCUR Online Reservations - Coming Soon
  5. Travel Advance Request Process
  6. Travel Reimbursement Process -Coming Soon

Payroll

Accounting

Please see all training modules and materials below.
For more information please visit Accounting.

  1. Introduction to the Chart of Accounts
    1. Chartfield Crosswalk (Legacy DEFINE Profile to COA Structure
    2. Budget Checking Exceptions Examples
  2. Monthly Financial Report (MFR) Reconciliation Process using UTShare/PeopleSoft
    1. Job Aid - How to run the Monthly Financial Report using UTShare/PeopleSoft
    2. Reconciliation Toolbox
    3. Reconciliation Toolbox Procedures
    4. MFR Reconciliation Checklist
    5. MFR Certification Statement
    6. "How To" Job Aid - Non-Sponsored Programs/Non-Grants
    7. "How To" Job Aids for Sponsored Programs/Grants

PTCA

Please see all training modules and materials below.
For more information please visit PTCA.

  1. Procard Compliance and Processing using UTShare/PeopleSoft
    1. Account Codes for Exceptions to Procard Purchases
    2. Common Account Codes for Procard Purchases
    3. Common Account Codes for Travel Card Purchases
  2. Travel Card Process
  3. Self Registration for Cardholders
  4. Procard Compliance Refresher
  5. (Instructions: Select the above link, log into the MyTraining.utsa.edu training page, expand the Adminstrative section, Select AM 537-Procard Complinance Refresher to begin online training course)

Budget Planning & Development

Fiscal Services

Please see all training modules and materials below.
For more information please visit Fiscal Services.

  1. Cash Handling 101 - Coming Soon


Human Resources Process Maps


Training Videos Available:


To register for classes, visit the Training & Development website: http://training.utsa.edu/

  

 


Updated: 02-05-2016

Quick Online Tutorials

What is a Quick Online Tutorial?
They are interactive videos (approximately 3-5 minutes) intended to increase proficiency in PeopleSoft.

Click the links below. More to come!

Looking up DEFINE to PeopleSoft Chart of Accounts Crosswalk Information in PeopleSoft

Looking up Object Code to Account Crosswalk Information in PeopleSoft


Self-Paced Online Training
(UPK)

What is UPK? The User Productivity Kit (UPK) is an on-demand training tool that allows you to learn PeopleSoft at your own pace.