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Office of Accounting

Classes

Please use TXClass to verify class dates and availability. To enroll in a class through TXClass, click Enroll/Withdraw in the Navigation Menu and follow the on-screen instructions.

If you have any questions about the classes listed below, please email askUS

Online Training

 


 

DE 438 - Equipment Insurance

This class will explain the the University of Texas System-wide equipment insurance policy, when it is appropriate to use this insurance, and how to insure your department's items, including use of the AEIS system. Be sure to attend if you manage the equipment insurance for your department!.

 

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DE 410 - Fiscal Year-End Process

This class covers:

  • information and examples about account rollover
  • 13th month
  • 14th month
  • balance forwards
  • adjusting entries
  • year-end process dates

 

Materials:

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DE 232 - Introduction to *DEFINE

This class covers:

  • *DEFINE's menu structure
  • how to navigate within the system
  • how to access system help
  • how authorizations are maintained

 

Materials:

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DE 525 - Introduction to Electronic Office Management (EOM)

This class is designed for Electronic Office Managers and Delegates to the Electronic Office Management (EOM) system and will cover basic concepts in electronic office management such as desks, views, command authorizations, and routing.

Materials:

 

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DE 437 - Inventory Policies and Procedures

This class covers:

  • tracking, reporting, and relinquishing inventory.
  • information for departmental inventory contacts and those who take the annual physical inventory (those that scan).
  • departmental annual physical inventory forms.
  • policies and procedures as mandated by the State of Texas.

This is a mandatory class which must be taken by the inventory contact once every two years.

 

Materials:

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DE 450 - Records Management - Basic Training

This class covers managing, retaining, and disposing of university records. Attendees will learn answers to the following questions:

  • What is a record?
  • Who is responsible for managing them?
  • Why do we have to manage records?
  • What do I keep and what do I throw away?
  • How do I dispose of records?
  • How often do I need to review and purge records?

See Records Management Services for further information.

 

This course is required for all departmental records management contacts. It may also be beneficial for anyone involved in departmental records management.

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DE 451 - Records Management - Managing Departmental Records

This class covers practical aspects of conducting a records inventory, procedures for disposing of records that meet retention requirements, and developing departmental records management procedures.

Note: DE 450- Records Management - Basic Training is highly recommended prior to taking this course.

See Records Management Services for further information.

 

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DE 452 - Records Management - Special Topics

This class consists of sessions for Departmental Records Management Contacts or their designated alternates to discuss and exchange views on specific records management processes.

See Records Management Services for further information.

 

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DE 513 - Request for Travel Authorizations (RTA documents)

This class covers the rules and regulations governing travel authorizations and includes an introduction to the *DEFINE VE5 and VE6 documents.

 

Materials:

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DE 516 – Travel Chat

This is a meeting with experts in Travel Services and a chance to ask questions about travel reimbursement authorizations and payment vouchers. This is not a class and some knowledge of the travel process will be helpful.

 

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DE 515 - Travel Talk

This class offers UT staff the opportunity to meet with business travel experts at UT Austin, ask questions, get answers, learn about the travel process and discuss what's new.

 

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DE 514 - Travel Vouchers (VP5)

This class covers the rules and regulations governing transportation, meals, lodging, and other travel expenses and includes an introduction to the *DEFINE VP5 document.

 

Materials:

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CW 505 - Cashier Training

This class provides online training to university employees who deal with cash and/or checks and provides important information about university policies and procedures.

Taking the Training:

  • This is a Web-based training that can be taken at your convenience.
  • You must have an active UT EID and e-mail address before enrolling.
  • Go to the Complaince Training System to enroll in CW 505.

If you have any questions about this class or the registration process, please e-mail the Class Contact.

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