NEW – Financial Fundamentals Self-Paced Learning
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 course content is presented for an entry-level audience, experienced users may find individual lessons helpful as a knowledge refresher. Learn more.
Financial Systems Training Sessions
FRMS Training Resources
Link to the FRMS Training Resources Web page
Allocation Details Training Resources
Link to the Allocation Details Training Resources Web page
Workday Training Resources
Link to the Workday Training Resources Web page
Administrative System Resources
*DEFINE
- Account Information (GB1) - Handout
- Account Transactions Inquiries (GTM) - Handout
- Authorize Tuition/Fee Waiver (SS2) - Handout
- Cash Receipt Voucher for Departments (VC1) - Handout
- Centralized Receivables (RPM) - Handout
- Departmental (*DEFINE) Coding - Slideshow - **
- E-Billing Payment Vouchers (VP9) - Slideshow - **
- Electronic Travel Documents (VE5, VE6, VP5) - Handout
- IF1 Reports (14 minutes) - Webcast - 1
- IF2 Report Writer - Slideshow - **
- IF2 Report Writer - Transaction Details - (63 minutes)- Webcast - 1
- Interdepartmental Transfer (VT5, VT6) - Slideshow - **
- Interdepartmental Transfer - correction of charges (VT6) - Handout
- Interdepartmental Transfer - original charges (VT5) - Handout
- Introduction to *DEFINE - Handout
- Introduction to *DEFINE - Part I (57 minutes) - Webcast - 1
- Introduction to *DEFINE - Part II (46 minutes) - Webcast - 1
- Introduction to *DEFINE - Part III (56 minutes) - Webcast - 1
- Inventory Monthly Q&A Session - Class
- LMM Reconciliation - (53 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) - Handout
- Payment Vouchers (VP1, VP2) - Slideshow - **
- Payment Vouchers - Part 1 - (55 minutes) - Webcast - 1
- Payment Vouchers - Part 2 - (50 minutes) - Webcast - 1
- Procurement Card Program - Web page
- Procurement Card Voucher (VP7) - Handout
- Procurement Card Voucher (VP7) - Slideshow - **
- Report Writer (IF2) - Handout
- 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 - 1
- Travel Authorizations (VE5) - Slideshow
- Travel Authorizations (VE5) - (51 minutes) - Webcast - 1
- Travel Vouchers (VP5) - Slideshow
- Travel Vouchers (VP5) - (47 minutes) - Webcast - 1
- Tuition and Fee Waiver Documents (SS2/SSB) - Handout
- Unit Code Listing - Handout
- Vendor ID Information (GGV, GG3, GG4) - Handout
Payment Vouchers
- E-Billing Payment Vouchers (VP9) - Slideshow - **
- Payment Vouchers (VP1, VP2) - Handout
- Payment Vouchers (VP1, VP2) - Slideshow - **
- Payment Vouchers - Part 1 - (55 minutes) - Webcast - 1
- Payment Vouchers - Part 2 - (50 minutes) - Webcast - 1
- Procurement Card Program - Web page
- Procurement Card Voucher (VP7) - Handout
- Procurement Card Voucher (VP7) - Slideshow - **
Reports
- IF1 Reports (14 minutes) - Webcast - 1
- IF2 Report Writer - Slideshow - **
- IF2 Report Writer - Transaction Details - (63 minutes)- Webcast - 1
- Inquiry Views - Slideshow - **
- 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
Travel Vouchers
- Electronic Travel Documents (VE5, VE6, VP5) - Handout
- Request for Travel Authorizations (RTA documents) - Handout
- Travel Authorization Corrections (VE6) - Slideshow
- Travel Authorization Corrections (VE6) - (27 minutes) - Webcast - 1
- Travel Authorizations (VE5) - Slideshow
- Travel Authorizations (VE5) - (51 minutes) - Webcast - 1
- Travel Rules and Regulations - Slideshow
- Travel Vouchers (VP5) - Slideshow
- Travel Vouchers (VP5) - (47 minutes) - Webcast - 1
Business Process Resources
Accounting Basics
- Account Information (GB1) - Handout
- Account Transactions Inquiries (GTM) - Handout
- Introduction to UT Accounting - Handout
- Introduction to UT Accounting - Slideshow
- Introduction to UT Accounting - Part 1 - (92 minutes) - Webcast - 1
- Introduction to UT Accounting - Part 2 - (50 minutes) - Webcast - 1
- Object Code Balances for an Account (GOM) - Handout
- Object Code Balances for a Budget Group (GO2) - Handout
- Subaccount Listing - Handout
- Unit Code Listing - Handout
Departmental Accounting
- Departmental (*DEFINE) Coding - Slideshow - **
- Departmental Ledger - Basic Terms and Posting - Slideshow - **
- Departmental Ledger - Basic Terms and Posting (58 minutes) - Webcast - 1
- Departmental Ledger - Coding - Slideshow - **
- Departmental Ledger - Coding (24 minutes) - Webcast - 1
- Departmental Ledger - Code Schemes - Slideshow - **
- Departmental Ledger - Code Schemes (24 minutes) - Webcast - 1
Records Management
- Classifying Correspondence - Slideshow - **
- How to Create an Email Retention Filing System - Slideshow - **
- IG101: Records and Information Management for Department Record Managers
- IG103: Records and Information Management: What Everyone Needs to Know about University Records
- University of Texas Archives Presentation - Slideshow - **
Travel
- Electronic Travel Documents (VE5, VE6, VP5) - Handout
- Foreign Travel Certification - Handout
- Request for Travel Authorizations (RTA documents) - Handout
- Travel Authorization Corrections (VE6) - Slideshow
- Travel Authorization Corrections (VE6) - (27 minutes) - Webcast - 1
- Travel Authorizations (VE5) - Slideshow
- Travel Authorizations (VE5) - (51 minutes) - Webcast - 1
- Travel Discussion Panel - Slideshow - **
- Travel Rules and Regulations - Slideshow
- Travel Rules and Regulations - Authorizations (21 minutes) - Webcast - 1
- Travel Vouchers (VP5) - Slideshow
- Travel Vouchers (VP5) - (47 minutes) - Webcast - 1