"Financial literacy is just as important in life as the other basics." ~ John W. Rogers, Jr.

UAccess Training Migration

Currently, all UAccess Financials training managed by UITS is accessible outside of UAccess Learning (UAL) through direct links to the UPK player. These links are scheduled to be removed on April 6th, 2020.

Learners will continue to have access to content by using the search features in UAL, or using links to each UAL class on the training team website (

Refer to this website for ongoing details and updates

UAccess Symposium Presentations


Adaptive Planning & OfficeConnect Reporting    Intermediate / Adaptive Planning 
Rosa Fung, Director, Business and Financial Analysis, College of Medicine

Electronic Approval Routing    Beginner / Intermediate / Financials 
Jessica Thornburg, Manager of Business Operations, Eller Dean's Office Finance Team; Tammy L. Strom, Assistant Director of Operations, Financial Services Office; Denise Blum, Accounts Payable/Receivable Operations

Travel Best Practices    Beginner / Intermediate / Financials 
Denise Blum, Operations Coordinator and Tammy Strom, Assistant Director-Operations, Financial Services Office

Payment Request Basics & Best Practices    Beginner / Intermediate / Financials 
Andrea Lee, Accounts Payable Manager and Tammy Strom, Assistant Director of Operations,Financial Services Office

Charges, Fees, Assessments, & You    Intermediate / Financials 
Garth Perry, Assistant Director, Budget Office; Jani Fisk, Principal Accountant, FSO; Paul Sandoval, Director, Postaward Services, SPS


(PDF Format unless otherwise noted)

Most Common Document Types in UAccess Financials

Document Hierarchy, Document Search, and Delegation Menus

Transactional Process Flowcharts

Operational Advances


Research - Subawards (Outgoing)