USAS Overview Training and Materials

Most Recent Overview Training: March 12, 2024 - March 14, 2024

9:00am daily

Resources	Description	Link/Download
Agenda	The attached document includes the agenda for the ITC Overview (train-the-trainer) 3-day session.	USAS Overview Agenda.docx
Presentation	The attached powerpoint presentation includes the latest version of USAS. You may save this presentation and customize it for training purposes and demonstrations.	USAS Overview Powerpoint
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.	USAS User Manual USAS Appendix
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.	USAS Day 1 USAS Day 2 USAS Day 3

Each day's recording is broken down into chapters. The chapters are listed in the first column below, allowing you to quickly navigate to a specific section of the video to review a particular process

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.

Account Maintenance

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
Expenditure Process	Brief explanation of the steps involved
Requisition processing, reports and related options	Review of the functions and options in USAS regarding the request to order goods and/or services with a Requisition.
Purchase Orders Converting a Req to a PO Purchase Order processing, reports and related options	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.
AP Invoice processing, reports and related options	Review entering and processing Invoices that are used to prepare payment on a purchase order.
Payables	Review of the Payable grid for invoices that have been created but not yet disbursed with a check.
Disbursement processing, reports and related options	Review of creating disbursements, assigning check numbers and generating the disbursement print file.

Day 3 - Receipt Process

Topic/Link to Recording	Summary
Receipt and Reduction of Expenditure Processing	Review of receipt functions including the functions for Creating, Printing, Editing, Deleting, Viewing, Cloning, Reversing receipts & Reductions of Expenditures in USAS.
Import Spreadsheets	Review of importing Receipts and Reductions of Expenditures via spreadsheet.
Reports	Review receipt and reduction of expenditure related reports
Refunds	Review of the Refund and Refund with Checks processes
Accounts Receivable	Overview of the Accounts Receivable menu options and related reports