Register online today at http://www.uta.edu/oabs/define |
The following *DEFINE training classes have been scheduled in May |
| Basic Navigating in *DEFINE |
| Date: Wednesday, May 9, 2012 |
| Time: 8:30 AM - 9:30 AM |
| Location: 219 W. Main St., Finance & Administration Annex, Conference Room |
| This class is designed for employees who are required to use the university accounting system for processing electronic documents, managing account transactions and/or account balances. Topics include: Logging into *DEFINE, how to setup or change a password, basic screen structure, tips for successful navigation, and how to receive HELP within *DEFINE. Participants will log in to *DEFINE and navigate through the screens with the instructor. |
| *DEFINE requires a valid UT EID and password. Your UT EID must be upgraded to high assurance. The 'assurance level' of a UT EID indicates the amount of trust afforded to a person's online identity. If you need access to *DEFINE, or if you do not know your UT EID or password, call ext 22138 or send an email to [log in to unmask]
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| GBM (Account Balances) and GTM (Account Transactions) |
| Date: Wednesday, May 9, 2012 |
| Time: 9:45 AM - 11:45 AM |
| Location: 219 W. Main St., Finance & Administration Annex, Conference Room |
| This class is designed for employees who are required to manage account transactions and account balances. Participants will learn how to view transactions and balances. You will be provided with an explanation of the screen headings and how to read the balance and transaction data. Participants are asked to bring a departmental account number to class and encouraged to ask specific account questions. |
| VP2 (Payment Voucher) & GGV (Vendor ID Setup) |
| Date: Thursday, May 10, 2012 |
| Time: 2:30 PM - 4:30 PM |
| Location: 219 W. Main St., Finance & Administration Annex, Conference Room |
| This class is designed for employees who are required to process payment vouchers. Participants will learn how to create electronic payment vouchers for reimbursements and how to set up vendor identification numbers that are not currently in the vendor file. |
| VP7 - Procurement Card Voucher |
| Date: Tuesday, May 15, 2012 |
| Time: 10:00 AM - 11:30 AM |
| Location: 219 W. Main St., Finance & Administration Annex, Conference Room |
| This class is designed for employees who are required to process ProCard payment vouchers. Participants will learn how to access the ProCard voucher, how to make changes, how to approve the voucher for payment, and how to maintain the ProCard Transaction Log. |
| SOA - Statement of Account Reconciliation |
| Date: Thursday, May 17, 2012 |
| Time: 2:00 PM - 3:30 PM |
| Location: 219 W. Main St., Finance & Administration Annex, Conference Room |
| This class is designed for employees responsible for reconciling the Statement of Account. The objective of this class is to enable participants to read and understand each part of the Statement of Account and to reconcile departmental records to the accounting transactions reflected on the statement. Participants are encouraged to bring an actual Statement of Account to class for discussion of specific items on the statement. |
| Travel - Policy & Procedures |
| Date: Wednesday, May 23, 2012 |
| Time: 9:30 AM - 11:30 AM |
| Location: 219 W. Main St., Finance & Administration Annex, Conference Room |
| This class is designed for employees responsible for travel planning and preparing travel vouchers. In this class, we will discuss rules governing travel reimbursement, approvals needed before traveling, and allowances for meals, lodging, and transportation. |
| VE5, VE6 and VP5 (Request to Travel and Travel Vouchers) |
| Date: Thursday, May 24, 2012 |
| Time: 1:30 PM - 4:30 PM |
| Location: 219 W. Main St., Finance & Administration Annex, Conference Room |
| This class is designed for employees responsible for processing travel requests and payments for individuals traveling in a department. Participants will learn how to create an electronic travel request, make corrections on a travel request and how to process an electronic travel reimbursement document. |