Office of Accounting
Training Resources
Click any of the links below to see available training resources arranged by business process or administrative system. To search all available training materials and other publications, type a keyword or search term into the Custom Search field and click Search. For a complete list of available training classes, visit the Classes Web page.
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Business Process Resources
Accounting Basics
- Account Information (GB1) - Handout - *
- Account Transactions Inquiries (GTM) - Handout - *
- Authorized Signers for an Account (GBS) - Handout - *
- Electronic Documents and Profiles (58 minutes) - Webcast - 1
- Introduction to *DEFINE - Class
- Introduction to *DEFINE - Handout - *
- Introduction to *DEFINE - Part I (57 minutes) - Webcast - 2
- Introduction to *DEFINE - Part II (46 minutes) - Webcast - 2
- Introduction to *DEFINE - Part III (56 minutes) - Webcast - 2
- Introduction to UT Accounting - Handout - *
- Introduction to UT Accounting - Part 1 - (92 minutes) - Webcast - 2
- Introduction to UT Accounting - Part 2 - (50 minutes) - Webcast - 2
- Object Code Balances for an Account (GOM) - Handout - *
- Object Code Balances for a Budget Group (GO2) - Handout - *
- Subaccount Listing - Handout - *
- Unit Code Listing - Handout - *
- University Accounting on the Web - (23 minutes) - Webcast - 1
Departmental Accounting
- Copying a Departmental (*DEFINE) Code Scheme - Video - +
- Departmental (*DEFINE) Coding - Slideshow - **
- Departmental Ledger - Basic Terms and Posting - Slideshow - **
- Departmental Ledger - Basic Terms and Posting (58 minutes) - Webcast - 2
- Departmental Ledger - Coding - Slideshow - **
- Departmental Ledger - Coding (24 minutes) - Webcast - 2
- Departmental Ledger - Code Schemes - Slideshow - **
- Departmental Ledger - Code Schemes (24 minutes) - Webcast - 2
- Departmental Ledger Module (LMM) - Handout - *
- Departmental Ledger Module in *DEFINE - Slideshow - **
- LMM Reconciliation - (40 minutes) - Webcast - 1
- Statement of Accounts - Handout - *
Purchasing
- E-Billing Payment Vouchers (VP9) - Slideshow - **
- Independent Contractor or Casual Employee? - Slideshow - **
- Payments for Professional Services - Handout - *
- Payments to International Non-Employees - Handout - *
- Procurement Card Program - Web page
- Procurement Card Voucher (VP7) - Handout - *
- Procurement Card Voucher (VP7) - Slideshow - **
- UT Market - Web page
Records Management
- Classifying Correspondence - Slideshow - **
- How to Create an Email Retention Filing System - Slideshow - **
- Records Management - Basic Training - Class
- Records Management - Managing Departmental Records - Class
- Records Management - Special Topics - Class
- University of Texas Archives Presentation - Slideshow - **
Travel
- Electronic Travel Documents (VE5, VE6, VP5) - Handout - *
- Foreign Travel Certification - Handout - *
- Regenerating Transactions - Video - +
- Request for Travel Authorizations (RTA documents) - Class
- Request for Travel Authorizations (RTA documents) - Handout - *
- Travel Authorization Corrections (VE6) - Slideshow - *
- Travel Authorization Corrections (VE6) - (27 minutes) - Webcast - 2
- Travel Authorizations (VE5) - Slideshow - *
- Travel Authorizations (VE5) - (51 minutes) - Webcast - 2
- Travel Discussion Panel - Slideshow - **
- Travel Discussion Panel - Overview - (31 minutes) - Webcast - 1
- Travel Discussion Panel - Q & A - (34 minutes) - Webcast - 1
- Travel Rules and Regulations - Slideshow - *
- Travel Rules and Regulations - Authorizations (21 minutes) - Webcast - 2
- Travel Rules and Regulations - Reimbursements (44 minutes) - Webcast - 2
- Travel Talk - Class
- Travel Vouchers (VE5, VE6, VP5) - Class
- Travel Vouchers (VP5) - Slideshow - *
- Travel Vouchers (VP5) - (47 minutes) - Webcast - 2
Administrative System Resources
*DEFINE
- Account Information (GB1) - Handout - *
- Account Transactions Inquiries (GTM) - Handout - *
- Authorize Tuition/Fee Waiver (SS2) - Handout - *
- Authorized Signers for an Account (GBS) - Handout - *
- Cash Receipt Voucher for Departments (VC1) - Handout - *
- Centralized Receivables (RPM) - Handout - *
- Copying a Departmental (*DEFINE) Code Scheme - Video - +
- *DEFINE Authorizations - Video - +
- *DEFINE GGV Creation Demonstration - Video - +
- *DEFINE Help Resources - Video - +
- *DEFINE Navigation Keys - Video - +
- *DEFINE Organization - Video - +
- *DEFINE Screen Composition - Video - +
- *DEFINE User Profile Setup - Video - +
- Departmental (*DEFINE) Coding - Slideshow - **
- Departmental Ledger - Basic Terms and Posting - Slideshow - **
- Departmental Ledger - Basic Terms and Posting (58 minutes) - Webcast - 2
- Departmental Ledger - Coding - Slideshow - **
- Departmental Ledger - Coding (24 minutes) - Webcast - 2
- Departmental Ledger - Code Schemes - Slideshow - **
- Departmental Ledger - Code Schemes (24 minutes) - Webcast - 2
- Departmental Ledger Module (LMM) - Handout - *
- Departmental Ledger Module in *DEFINE - Slideshow - **
- E-Billing Payment Vouchers (VP9) - Slideshow - **
- Electronic Documents and Profiles (58 minutes) - Webcast - 1
- Electronic Travel Documents (VE5, VE6, VP5) - Handout - *
- Financial Transactions by Billing Code (RP3) - Video - +
- IF1 Online Reports - Slideshow - **
- IF1 Reports (14 minutes) - Webcast - 2
- IF2 Report Writer - Slideshow - **
- IF2 Report Writer - Transaction Details - (63 minutes)- Webcast - 2
- Interdepartmental Transfer (VT5, VT6) - Slideshow - **
- Interdepartmental Transfer - correction of charges (VT6) - Handout - *
- Interdepartmental Transfer - original charges (VT5) - Handout - *
- Introduction to *DEFINE - Class
- Introduction to *DEFINE - Handout - *
- Introduction to *DEFINE - Part I (57 minutes) - Webcast - 2
- Introduction to *DEFINE - Part II (46 minutes) - Webcast - 2
- Introduction to *DEFINE - Part III (56 minutes) - Webcast - 2
- Introduction to UT Accounting - Handout - *
- Introduction to UT Accounting - Part 1 - (92 minutes) - Webcast - 2
- Introduction to UT Accounting - Part 2 - (50 minutes) - Webcast - 2
- Inventory Module (NVM) - Handout - *
- Inventory Policies and Procedures - Class
- Inventory Policies and Procedures - Slideshow - **
- LMM Reconciliation - (40 minutes) - Webcast - 1
- Object Code Balances for an Account (GOM) - Handout - *
- Object Code Balances for a Budget Group (GO2) - Handout - *
- Object Code Information (GG8/GG9) - Handout - *
- Online Information System (IQM) - Handout - *
- Online Reports (GO1) - Handout - *
- Online Reports (GTM) - Handout - *
- Payment Vouchers (VP1, VP2) - Class
- Payment Vouchers (VP1, VP2) - Handout - *
- Payment Vouchers (VP1, VP2) - Slideshow - **
- Payment Vouchers - Part 1 - (55 minutes) - Webcast - 2
- Payment Vouchers - Part 2 - (50 minutes) - Webcast - 2
- Payroll Vouchers (OV1, OV2, OV5, OV6 and OV7) - Slideshow - **
- Procurement Card Program - Web page
- Procurement Card Voucher (VP7) - Handout - *
- Procurement Card Voucher (VP7) - Slideshow - **
- Regenerating Transactions - Video - +
- Report Writer (IF2) - Handout - *
- Report Writer (IF2) - Part 1: Planning - (45 minutes) - Webcast - 1
- Report Writer (IF2) - Part 2: Formatting - (36 minutes) - Webcast - 1
- Request for Travel Authorizations (RTA documents) - Class
- Request for Travel Authorizations (RTA documents) - Handout - *
- RP6 Cheat Sheet - Handout - *
- Subaccount Listing - Handout - *
- Travel Authorization Corrections (VE6) - Slideshow - *
- Travel Authorization Corrections (VE6) - (27 minutes) - Webcast - 2
- Travel Authorizations (VE5) - Slideshow - *
- Travel Authorizations (VE5) - (51 minutes) - Webcast - 2
- Travel Vouchers (VP5) - Slideshow - *
- Travel Vouchers (VP5) - (47 minutes) - Webcast - 2
- Tuition and Fee Waiver Documents (SS2/SSB) - Handout - *
- Unit Code Listing - Handout - *
- University Accounting on the Web - (23 minutes) - Webcast - 1
- Vendor ID Information (GGV, GG3, GG4) - Handout - *
EOM
- Electronic Office Management (EOM) - Class
- Electronic Office Management (EOM) - Part 1 (100 minutes) - Webcast - 2
- Electronic Office Management (EOM) - Part 2 (75 minutes) - Webcast - 2
- EOM: Creating Command Authorizations - Video - +
- EOM: Electronic Document Routing - Video - +
- EOM: Introduction and Navigation - Video - +
- EOM: Move a Unit into a Routing View - Video - +
- EOM: Reordering Desk Assignees - Video - +
- Introduction to Electronic Office Management (EOM) - Handout - *
Payment Vouchers
- E-Billing Payment Vouchers (VP9) - Slideshow - **
- Independent Contractor or Casual Employee? - Slideshow - **
- Payment Vouchers (VP1, VP2) - Class
- Payment Vouchers (VP1, VP2) - Handout - *
- Payment Vouchers (VP1, VP2) - Slideshow - **
- Payment Vouchers - Part 1 - (55 minutes) - Webcast - 2
- Payment Vouchers - Part 2 - (50 minutes) - Webcast - 2
- Payments for Professional Services - Handout - *
- Payments to International Non-Employees - Handout - *
- Procurement Card Program - Web page
- Procurement Card Voucher (VP7) - Handout - *
- Procurement Card Voucher (VP7) - Slideshow - **
- Regenerating Transactions - Video - +
Reports
- IF1 Online Reports - Slideshow - **
- IF1 Reports (14 minutes) - Webcast - 2
- IF2 Report Writer - Slideshow - **
- IF2 Report Writer - Transaction Details - (63 minutes)- Webcast - 2
- Inquiry Views - Slideshow - **
- Inquiry Views - (22 minutes) - Webcast - 2
- Instruction Manual for *AQAFRS - Handout - *
- Object Code Balances for an Account (GOM) - Handout - *
- Online Information System (IQM) - Handout - *
- Online Reports (GO1) - Handout - *
- Online Reports (GTM) - Handout - *
- Report Writer (IF2) - Handout - *
- Report Writer (IF2) - Part 1: Planning - (45 minutes) - Webcast - 1
- Report Writer (IF2) - Part 2: Formatting - (36 minutes) - Webcast - 1
Travel Vouchers
- Electronic Travel Documents (VE5, VE6, VP5) - Handout - *
- Regenerating Transactions - Video - +
- Request for Travel Authorizations (RTA documents) - Class
- Request for Travel Authorizations (RTA documents) - Handout - *
- Travel Authorization Corrections (VE6) - Slideshow - *
- Travel Authorization Corrections (VE6) - (27 minutes) - Webcast - 2
- Travel Authorizations (VE5) - Slideshow - *
- Travel Authorizations (VE5) - (51 minutes) - Webcast - 2
- Travel Rules and Regulations - Slideshow - *
- Travel Talk - Class
- Travel Vouchers (VE5, VE6, VP5) - Class
- Travel Vouchers (VP5) - Slideshow - *
- Travel Vouchers (VP5) - (47 minutes) - Webcast - 2
FRMS Training Resources
Link to the FRMS Training resources Web page
HRMS Training Resources
Link to the HRMS Training resources Web page
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