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.

Additional Training Resources
Additional self-paced learning opportunities are available through the Financial Basics Curriculum in UT Learn and the FinanceSupport SharePoint site.

Training Session and UT Learn Courses

If you were unable to attend the previous training session or want to revisit the content, you can access the presentation materials and session recordings below.

Electronic Office Management (EOM)

Introduction to Electronic Office Management (EOM)

This course is designed to introduce new users to the EOM system - a web-based application used to manage financial document authorizations and approval routing across the University.
•     An Introduction to the Electronic Office Management System (UT Learn course)

Electronic Office Management (EOM) Basics

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. 

• Presentation (.pptx via UT Box)
• Recording (.mp4 video via UT Box)
• Presentation (.pptx) - Q&A Session #1
• Presentation (.pptx) - Q&A Session #2 

Fiscal Year-End

Fiscal Year-End Processing Information Session

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

• Presentation (.pptx via UT Box)
• Recording (.mp4 video via UT Box)

UT Accounting

Account Structures
The Account Structures Primer offers a comprehensive overview of UT Austin’s account structure, including institutional best practices and strategies. It covers account groups, budget groups, unit code hierarchies, sub-accounts, and various reporting codes, addressing key questions on what they are, why they matter, and how to use them effectively.
•    Account Structures Primer (UT Learn course)

Account Transactions
The Account Transactions Basics course offers an overview of accounting transactions within the UT financial system, guiding users through the structure and flow of UT Austin transactions, including how transactions impact the general and subsidiary ledgers. Emphasis is placed on interpreting transaction data and ensuring accurate financial reporting.
•    Account Transactions Basics (UT Learn course)

Account Transfers
The Account Transfers Basics course provides an overview of account transfers within UT Austin’s financial systems, focusing on how transfers are used to adjust spending authority, process internal charges, and correct transactions. It introduces voucher transfer (VT) documents and key considerations for reviewing transfers to support accurate financial reporting.
•    Account Transfers Basics (UT Learn course)

Account Certification and Balance Management Review
The Account Certification and Balance Management Review course emphasizes the importance of account reconciliation, certification, and deficit monitoring, with emphasis on roles and responsibilities and the annual sub-certification process. It also includes a review of the Expense Account Certification (EAC) System and the Departmental Accounting Ledger Module (LMM) in *DEFINE.
•    Account Certification and Balance Management Review (UT Learn course)
 

Applications (*DEFINE / FRMS)

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.

• UT Accounting Applications (DEFINE/FRMS) Presentation (PowerPoint)
• Video download (UT Box)