Tutorials
UAccess Symposium Presentations
2018
Adaptive Planning & OfficeConnect Reporting Intermediate / Adaptive Planning
Rosa Fung, Director, Business and Financial Analysis, College of Medicine
Electronic Approval Routing Beginner / Intermediate / Financials
Jessica Thornburg, Manager of Business Operations, Eller Dean's Office Finance Team; Tammy L. Strom, Assistant Director of Operations, Financial Services Office; Denise Blum, Accounts Payable/Receivable Operations
Travel Best Practices Beginner / Intermediate / Financials
Denise Blum, Operations Coordinator and Tammy Strom, Assistant Director-Operations, Financial Services Office
Payment Request Basics & Best Practices Beginner / Intermediate / Financials
Andrea Lee, Accounts Payable Manager and Tammy Strom, Assistant Director of Operations,Financial Services Office
Charges, Fees, Assessments, & You Intermediate / Financials
Garth Perry, Assistant Director, Budget Office; Jani Fisk, Principal Accountant, FSO; Paul Sandoval, Director, Postaward Services, SPS
Documents
(PDF Format unless otherwise noted)
Most Common Document Types in UAccess Financials
Document Hierarchy, Document Search, and Delegation Menus
- Choosing the Proper Payment Method
- Document Hierarchy and Access Provisioning Levels
- Advanced Search Criteria
- Roadmap to the Choose Delegate Menus
Transactional Process Flowcharts
- Advanced Search Parameters
- Claiming Electronic Funds
- Disbursement Voucher Process
- PCard Process
- Requisition Process