Financial Systems Training Sessions

Self-Paced Learning

Financial Fundamentals

Financial Fundamentals is intended for anyone new to UT financial systems, whether you are a document initiator, approver, or viewer of financial-related data. The lessons in this course are designed to teach the foundational concepts of UT financial systems. While the course content is presented for an entry-level audience, experienced users may find individual lessons helpful as a knowledge refresher. Learn more.


Training Sessions

Fall 2021

Electronic Office Management (EOM) Basics

September 28, 9-11 a.m.

The Electronic Office Management (EOM) Basics session will review select UT accounting concepts and cover the basic terms and concepts of the EOM system, including how the EOM is used to authorize access to *DEFINE and FRMS. 

If you missed this session or would like to review the information covered, feel free to view the presentation or session recording.


Summer 2021

Fiscal Year-End Processing Information Session

August 3, 10-11 a.m.

The Fiscal Year-End Processing Information Session provides an informational overview of the fiscal year-end financial process and available resources.

If you missed this session or would like to review the information covered, feel free to view the presentation or session recording.


Spring 2021

Electronic Office Management (EOM) Basics

March 31, 9-11 a.m.

The Electronic Office Management (EOM) Basics session will review select UT accounting concepts and cover the basic terms and concepts of the EOM system, including how the EOM is used to authorize access to *DEFINE and FRMS. 

Register on UTLearn


Fall 2020

Electronic Office Management (EOM) – Q&A Session #1

October 7, 11 a.m.-noon

If you missed this session or would like to review the information covered, feel free to view the presentation or session recording.

Electronic Office Management (EOM) Advanced - Dean/VP Office Perspective

October 21, 9-11 a.m.

This class explains Dean/VP authority with an emphasis on Dean/VP routing. It will also cover basic Routing Profiles (UF1), Special Authorizations, Electronic Reports, and other resources. 

Register on UTLearn

This class is limited to EOM managers and delegates supporting Dean or VP/Pres Offices.
A basic understanding of EOM is required: Desks, Views, Authorizations, and Routing.

Electronic Office Management (EOM) Advanced – Processing Offices Perspective

October 28, 9-10:30 a.m.

This class will cover processing units with an emphasis on Processing routing. It will also discuss routing profiles (UF1) in terms of processing routing.

Register on UTLearn

This class is for EOM managers and delegates supporting Processing Offices.
A basic understanding of EOM is required: Desks, Views, Authorizations, and Routing.

Electronic Office Management (EOM) – Q&A Session #2

December 9, 11 a.m.-noon

If you missed this session or would like to review the information covered, feel free to view the presentation or session recording.


Spring 2020

UT Accounting – Overview

February 12, 2020, 9-11 a.m. 

This class provides a basic understanding of UT accounts, transactions, object codes, unit codes, general ledger information and more.

Presentation Media

Session Video

UT Accounting – Applications

February 26, 2020, 2-4 p.m. — Time Change!

Gary Martt, a veteran financial systems trainer with 25 years of experience, will lead this session, helping attendees learn how to navigate and utilize *DEFINE, FRMS and other UT administrative applications to purchase goods and services, view transactions and balances, maintain inventory, run reports, and more. While this course is geared towards new to intermediate level users, there will be tips and hints along the way that even advanced users will find useful.

Presentation Media

Session Video

Electronic Office Management (EOM) – Basics

March 4, 2020, 9-11 a.m.

The EOM basics class will review some UT accounting concepts and cover the basic terms and concepts of the EOM system, including how the EOM is used to authorize access to *DEFINE and FRMS. 

Topics Will Include

  • Basic Terms
  • Creating and Updating Desks and Views
  • Command Authorizations
  • Departmental Routing  
  • Helpful Resources

Presentation Media

Session Video

Electronic Office Management (EOM) – Advanced

This session is CANCELED and will be rescheduled for a later date.

The advanced EOM class will explain Dean/VP routing, processing routing, special authorizations, unit reports, routing reports and authorization reports. The session will also cover some utilities and helpful *DEFINE screens. The advanced session is intended for users who have either attended the EOM Basics session or already have a basic understanding of EOM concepts and usage.

Topics Will Include

  • Dean/VP Routing
  • Processing Routing
  • EOM Reports
  • Helpful Tools

Streaming Options