Financial Management System Resources

Overview:

This page will contain important information about the UGA Financial Management system including how to request access, training information, documentation, and important resources.

UGA Financial Management Quick Links:

• Highlights
• Training
• Instructional Materials
• Support
• Documentation/Reference Information

Highlights:

• This tool will be used across the university community for a number of business functions:
  • Accounts Payable (payment requests for invoices not associated with purchase orders)·
  • Asset Management (equipment inventory and accounting for assets)
  • Accounts Receivable and Billing (for units in Cohort 1 only)
  • Cash Management (Cash/Check/Credit Card Deposits)
  • General Ledger (Journal Entries and financial reporting)
  • Grants Management and Project Costing for sponsored projects
  • Project Costing for capital projects and non-sponsored projects
  • Purchasing (integration of UGAmart and PeopleSoft)
  • Travel and Expense (travel authorities, travel expense statement payment requests, and requests to reimburse employees for other business expenses)

UGA Financial Management System Training:

• Spring 2018 Training Guide Quick Reference 
• Register for Training (In Person or Interactive Webinar)
• OneSource Training Library (Self Service Training) - Off campus and non-Athens location users will need to sign in to the VPN to access the OneSource Training Library, as well as the UGA Financial Management System.  More information on downloading and installing the VPN can be found at https://eits.uga.edu/access_and_security/infosec/tools/vpn/
• Recorded Trainings 

UGA Financial Management System Instructional Materials:

• Instructional materials are available in the OneSource Training Library

UGA Financial ManagementSystemSupport - OneSource Service Desk:

• Submit a ticket: Click here to submit a ticket
• Phone: 706-542-0202  
• Email: onesource@uga.edu

Documentation/Reference Information:

• Access Request Resource Page
• Accounts Receivable Resource Page
• Budgeting Resource Page
• Cash Management Resource Page
• Chart of Accounts Resource Page
• Common Errors in OneSource Systems
• Finance Business Process Review Resource Page
• Finance Roles/Workflow Resource Page
• Indirect Cost Return Resource Page
• Integrations Resource Page
• Known Issues Resource Page
• Speed Type Resource Page
• Technical Resource Page

Page Last Updated:  05/16/19