eForms
This electronic form begins the purchasing and approval process.
What is an eForm?
This term refers to the final day of UTSA’s financial reporting year.
What is Fiscal Year End?
Revenues, expenses and projections for the coming year help with this process.
What is budget planning?
The act of following university policies and procedures.
What is compliance?
X-Files is this co-worker's favorite TV show.
Who is Jennifer Luna?
This eForm is used to request purchases requiring departmental approval.
What is a Purchase Request eForm?
This system is used to review revenue, expense, and budget transactions during reconciliation.
What is SAHARA?
UTSA budget planning occurs during these semesters.
What are spring and summer?
You should never share this.
What is my password?
This coworker's favorite snack is Matcha Kit Kats.
Who is Shu Han Cheng?
This section of an eForm explains why the expense benefits UTSA.
What is the business purpose/justification field?
PeopleSoft records these to track departmental commitments for purchases or travel.
What are encumbrances?
Provides UTSA with comprehensive support for making informed decisions, creating policy and developing plans to effectively allocate campus resources.
What is the Office of Budget and Financial Planning?
This UTSA resource can be used to report suspected fraud, abuse, or unethical activity anonymously.
What is the Compliance Hotline?
Photosynthesis cheers this co-worker up.
Who is Iris Montoya?
Incomplete backup documentation can cause this to happen to your eForm.
What is returned or denied?
This employee reviews and reconciles transactions in SAHARA before the department manager reviews monthly financial activity.
What is a Reconciler?
These reports help departments review budget, revenue, and expense information.
What are financial reports?
UTSA employees must complete this disclosure annually if outside activities could create a conflict of interest or commitment.
What is a COI/COC disclosure?
This coworker is NOT a fan of avocado.
Who is Janis Rosario?
Budget transfers document journals are created through this page within UTShare/PeopleSoft.
What is the “Enter Budget Transfer” page?
Year-end closing activities help provide an accurate and complete set of these to use as the basis for the university's annual financial report.
What are financial records?
This process helps departments estimate future revenues and expenses for the coming fiscal year.
What is budget forecasting?
This person is the UTSA Compliance Officer.
Who is James Weaver?
This co-worker indulges in one iced coffee per month.
Who is Andrea Chavez?