USAS Overview Training and Materials
- Michelle Drewes
Most Recent Overview Training: March 12, 2024 - March 14, 2024
9:00am daily
Resources | Link/Download | Description |
|---|---|---|
Agenda | The attached document includes the agenda for the ITC Overview (train-the-trainer) 3-day session. | |
Presentation | The attached powerpoint presentation includes the latest version of USAS. You may save this presentation and customize it for training purposes and demonstrations. | |
User Manual | The user manual provides the most up-to-date documentation on USAS. An appendix is provided at the end of the manual containing various USAS-related checklists and useful procedures. | |
Recorded Training | SSDT Overview Training is provided in three (approx. 1.5 hour) sessions. The full video for each day can be accessed here. For links to specific topics in each session please see below. |
The complete recording of each day is listed above. For ease of navigation, we have also divided each day’s recording into chapters below, allowing you to quickly access specific sections and review particular processes.
Day 1 - Managing Accounts
Topic/Link to Recording | Summary |
|---|---|
Account Codes & Structure | Review of Account Code dimensions and where they can be found. How different account levels work together. Creating and editing Accounts. |
Account Summary/Reports | Review of what each total amount on the account view represents. Examples of Cash Summary, Appropriation Summary, Budget Summary, Revenue Summary reports. |
Process of making modifications to account totals via Budget Adjustments, Transfers/Advances, and Distribution/Error Corrections. |
Day 2 - Expenditure Process
Topic/Link to Recording | Summary |
|---|---|
Brief explanation of the steps involved | |
Review of the functions and options in USAS regarding the request to order goods and/or services with a Requisition. | |
Purchase Orders | Review of creating and maintaining purchase orders and their functions in USAS. A PO has the official signature authorizing that the goods/services have the funds encumbered for payment to be made later to the vendor. |
Review entering and processing Invoices that are used to prepare payment on a purchase order. | |
Review of the Payable grid for invoices that have been created but not yet disbursed with a check. | |
Review of creating disbursements, assigning check numbers and generating the disbursement print file. |
Day 3 - Receipt Process
Topic/Link to Recording | Summary |
|---|---|
Review of receipt functions including the functions for Creating, Printing, Editing, Deleting, Viewing, Cloning, Reversing receipts & Reductions of Expenditures in USAS. | |
Review of importing Receipts and Reductions of Expenditures via spreadsheet. | |
Review receipt and reduction of expenditure related reports | |
Review of the Refund and Refund with Checks processes | |
Overview of the Accounts Receivable menu options and related reports |