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The Training Center offers documents and reference materials related to Business Affairs systems and processes. Use the search box below to search the documents by title and/or the category dropdown to filter for a specific category.

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9 Cash Receipts Submission Responsibilities

9 ecrt Responsibilities for Certifiers

9 ecrt Responsibilities for Effort Coordinators

9 Principal Investigator/Program Manager Financial Responsibilities

10 Contract Manager Responsibilities

10 ecrt Responsibilities for Principal Investigators

10 Expense Lease Process Responsibilities

10 Fund Manager Responsibilities

10 Service Department Manager Responsibilities

10 Swift Cardholder Responsibilities

12 Business Traveler Responsibilities

12 Property Custodian Responsibilities

12 Purchasing Cardholder and Fund Manager Responsibilities

12 Purchasing Responsibilities

Account Code Prefix Descriptions

Account Types

Adding Merchant Users to Merchant Account

Annual Property Certification Help

Annual Property Inventory Checklist

Approving and Rejecting Requisitions

Bank Codes

Building List by Campus

Cash Fund Training

Cash Receipts - Features Training

Cash Receipts - Help

Cash Receipts - Intermediate Approvers Help

Cash Receipts - Process Training

Cash Receipts - Processing and Tracking

Cash Receipts - Reversal Help

Certify My Statement in ecrt - Certifier Role (PDF)

Certify My Statement in ecrt - Certifier Role (Video)

Certify My Statement in ecrt - PI role (PDF)

Certify My Statement in ecrt - PI role (Video)

Chart of Accounts Levels

Chrome River - How to Add a Delegate

Chrome River - How to Itemize a Transaction

Chrome River - PCard Basics

Chrome River - PCard Expense Reference Sheet

Chrome River - PCard Expense Report

Chrome River - Travel Basics

Chrome River - Travel BTA Airfare

Chrome River - Travel Cash Advance Expense Reports

Chrome River - Travel Pre-Approval Reports

Chrome River - Travel Prepaid Expense Advance Reports

Chrome River - Travel Reports with No Pre-Approval

Chrome River - Travel Reports w/Pre-Approval Import

Chrome River - Travel Training

Chrome River - Upload and Attach Receipts

Citibank Travel Card - Application Procedures

Citibank Travel Card - Basics

Citibank Travel Card - Cardholder Logon Procedures

Citibank Travel Card - Mobile Alerts

Citibank Travel Card - Online Payments

Citibank Travel Card - View Statements

Cognos Analytics - Introduction

Cognos Analytics - Overview Training

Cognos Analytics - Report Options

Cognos Analytics - Scheduling Reports

Cognos Analytics - User Settings

Contract AR/Billing

Cost Transfer (CT) Quick Start Guide

Cost Transfer (CT) Training

Deposit Procedures Manual

Direct Pay Forms Tips

Document Prefixes

ecrt - Basic Information and Work List Tasks

ecrt - Effort Coordinator Training

ecrt - IBS Codes and Descriptions

ecrt - Manage, Reports and Administration Tabs

ecrt - Salary Caps and Effort Tasks

Effort Certification Timelines

Endowment Basics

Expense Lease Process Guidelines

Finance Systems Model

Financial Manager Change Request Training

Financial Manager Quick Start Guide

Fund Attributes

Fund Hierarchy

Fund Manager

Fund Name Change Quick Start Guide

Fund Name Change Training

Fund Quick Reference

Glossary of Finance Terms

Grant Closure Checklist

Guidelines for Capitalized and Controlled Items

Guidelines for Trade-Ins and Used Equipment

Henry Schein Purchases

How to Get an Inventory Tag

How to Transfer Items to Surplus

Interdepartmental Billing (IV) Quick Start Guide

Interdepartmental Billing (IV) Training

Internal Purchase Funding Transfers (PT) Quick Start Guide

Internal Purchase Funding Transfers (PT) Training

Introduction to TEAM/Resetting Your Password

Invoice Management System Training

Merchant Account Application Help

Merchant Tab Quick Reference

Merchant Users

New Fund Request

Payment Card Manager (PCM) Training

PaymentWorks - Check Vendor Status

PaymentWorks - Vendor Address Changes

PaymentWorks - Vendor Invitations Quick Start Guide

PaymentWorks - Vendor Invitations Training

PaymentWorks - Vendor Setup and Maintenance Training

PCard Training

PCard Training Questionnaire

PO/Encumbrance Change Request Help

PressWise User Guide

Program Codes

Prompt Vendor Payment Procedure

Property Inventory Help

Relationship Between Fund Balance and Budget

Revenue Journal Vouchers (RT) Quick Start Guide

Revenue Journal Vouchers (RT) Training

SB 20 Contract Management Rules, Regulations and Ethics

Steps to Requesting a Solicitation

Swift Card - Getting Started

Swift Card - Nonresident Alien Withholding Chart

Swift Card - System Training

TEAM Financial Profile Reports

TEAM Financial Registration Help

TechBuy - Account Codes and Budget Pools

TechBuy - Adding Catalog Items to a Cart

TechBuy - Adding Non-Catalog Items to a Cart (Forms)

TechBuy - Approving and Rejecting Requisitions

TechBuy - Basics

TechBuy - Cart Management

TechBuy - Completing the Requisition

TechBuy - Creating Comments, Notes and Attachments

TechBuy - Editing the Cart

TechBuy - Entering FOAP Information

TechBuy - Export Searches (PDF)

TechBuy - Export Searches (Video)

TechBuy - Guidelines for Use of Direct Pay Forms

TechBuy - Job Aids

TechBuy - Receiving (PDF)

TechBuy - Receiving (Video)

TechBuy - Reviewing the Cart

TechBuy - Saving and Managing Searches (PDF)

TechBuy - Saving and Managing Searches (Video)

TechBuy - Systematic Order Validation

TechBuy - Types of Document Searches (PDF)

TechBuy - Types of Document Searches (Video)

TechBuy - User Access/Financial Alternates Assignment

TechBuy - User Profile

Terminate Fund Quick Start Guide

Terminate Fund Training

Travel Help

TTUHSC Salary Cap Calculator

Vendor Query Help

WebRaider - Available Budget Tab

WebRaider - My Content Tab

WebRaider Portal

Year End Deadlines and Processes

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