Classroom & Webinar Courses

This course is an online webinar completed through WebEx or Zoom. The logon link is sent out 24 hours prior to the start time.

This training will assist in understanding of the restrictions and the procedural requirements governing the manner and extent to which university funding may be expended for business-related entertainment/hospitality as outlined in the policy.

Participants may access materials located on the Disbursements & Travel Services training website at https://www.utsa.edu/financialaffairs/training/disbursements-travel.html

This course reviews the PaymentWorks automated vendor onboarding process which requires UTSA staff with the initiator role (creators and/or approvers) to invite vendors to create their own user accounts by completing an online registration form.  

The INITIAL course offers a classroom instructional presentation by Inventory SMEs. This course is “mandatory” for new Inventory Contact Persons (ICPs) appointed by their respective Department Managers to conduct the department’s annual inventory. The course is provides a complete overview of state laws, rules/regulations and procedures, the ICPs role and responsibilities in the day-to-day management of departmental assets, and hands-on training using a scanning device to conduct the annual inventory. 

Demonstration of online tool conducted by CTP agent. (WEBINAR) General overview using the UT Systemwide contracted Travel and Car Rental Agencies when booking travel for domestic or international travel. Training includes demonstration of the online booking tool, Concur, which allows travelers and travel arrangers to purchase airfare and reserve hotel and car rentals as a one stop shop experience; to include log-in instructions, profile setups, purchase airfare, and secure hotel and car rental reservations. User should be equipped with desktop and monitor to access webinar. 

In-depth appointment eForm training for anyone who submits or has questions about eForms. It will be the first in a series of presentations for ALL eForms.

This course is an online webinar completed through Webex or Zoom. The link will be provided 24 hours prior to the start time.

This course will review the compliance guideline and instructions to UTSA departments on how to create and process Non-Purchase Order (PO) Vouchers in UTShare/PeopleSoft. Participants must print materials located on the Financial Affairs website: https://www.utsa.edu/financialaffairs/training/training.cfm?area=DTS

The University of Texas at San Antonio (UTSA) fiscal year is September 1 through August 31. Year-end closing activities are performed each fiscal year to help provide an accurate and complete set of financial records to use as the basis for UTSA's annual financial report. During the months of June or July the Controller holds year-end workshops to communicate deadlines for year-end activities and to discuss the closing process, including any changes to business processes. A year-end calendar showing the deadlines, the date of the final August check run, and other year-end closing activities, is posted to the Controller's website.

UTSA fiscal year is September 1 through August 31. Year-end closing activities are performed each fiscal year to help provide an accurate and complete set of financial records to use as the basis for UTSA's annual financial report. During the months of June or July, Financial Affairs holds year-end workshops to communicate deadlines for year-end activities and to discuss the closing process, including any changes to business processes. More information regarding year-end closing and accounting can be found in our Financial Guidelines.

This course is an online webinar completed through Webex or Zoom. The logon link is sent out 24 hours prior to start time.

This course is designed to provide instructions and guidelines about the general travel reimbursement process at UTSA. UTSA travelers and approvers will gain an understanding on their roles and responsibilities in the reimbursement process for both travel and non-travel related expenses, as well as, processing of the different electronic documents necessary to authorize, certify, settle and reconcile employee expense.