FY24 Yearend Training

• FY 24 Yearend Presentation (Video)
• FY 24 Yearend Presentation (PDF)

FY25 Budget Process Training 

• FY25 Budget File Updates Presentation (01.25.24)
• FY25 Budget File - OPEN LAB (2.19.24)
• FY25 Budget Process Training PowerPoint Presentation (Revised 2.26.24)
• FY25 Budget Preparation Manual

Please request current versions of the Budget Workbook and Budget Manual from your AED.

• Merchant Account Guidance

Training Resources (UK Materials)

• Training Schedule (TBD)
• Training Agenda
• Chart of Accounts
• Practice Exercises
• Sample Company Link
• Training Manual
• Adding or Updating a Vendor in QBO (Video)
• Adding or Updating a Vendor in QBO (QRG)
• QuickBooks Online: Basics 5.17.2023 (Video)
• QuickBooks Online: Advanced 6.21.2023 (Video)

Video Tutorials (by QuickBooks)

• How to Navigate in QuickBooks
• How to Add a Customer
• How to Print a Check
• How to Reconcile an Account

Quick Reference Guides

• New Customer QRG
• New Vendor QRG
• Bank Deposit QRG
• Entering Checks QRG
• Printing Checks QRG
• Reconciling an Account QRG

Other Links

• QBO Security Info

Contacts:

Lindsay Poore (East)

Ryan Martin (Central)

Zach Waller (West)

• County Index Filing
• FY24 Records Management Workshop slides
• Records Retention Matrix
• Records Destruction Certificate

Tax Answers

Sales Tax Facts

Online Filing Help

• Form 10A400 Job Aid - Sales and Use Tax County Registration
• Form 10A100 - Required Fields Instructions
• Form 10A100 - Final SPGE
• Form 10A100 - Prefilled Fillable Form
• Form 10A100 - Required Fields SAMPLE

Onboarding to Kentucky Business One Stop Portal

AED Tax Rate Training Video (7-24-2024)

AED Tax Rate Training Slides

AED Tax Rate Checklist

TEMPLATE: Suggested Public Hearing

TEMPLATE: Suggested Newspaper Notice

Intro To Concur

• Concur Basics Session 1 of 2 (video)

University Resources:

• University Financial Services (UFS) Concur website
• Updated Travel Policies and Procedures
• UK BP E-5-1: Reimbursement of Travel Expenses
• Concur Quick Reference Guides

Extension Resources:

Quick Reference Guides

• Travel Report Naming Conventions
• Monthly Mileage Travel Expense Reporting
• Overnight Travel Expense Reporting 
• Supervisor Approval Reviews (includes supervisor review checklist)
• Business Officer Approval Reviews (includes business officer review checklist)
• Concur Mobile App Resources - iPhone
• Concur Mobile App Resources - Android
• Travel Allowance - video
• Add meal reimbursements - video

Frequently Asked Questions

• FAQ List (under development)

State Fair 2024

• Concur Open Training & Open Office Hours 9.3.24

State Fair Assignment Travel

• State Fair Horse Show Assignment Training (Updated 7/9/21)
• State Fair Assignment Travel Quick Reference Guide (updated 9.8.2022)
• State Fair Assignment Zoom Training (Updated 8/25/21)

State Extension Conference Travel

• State Extension Conference Zoom Training 12.10.21
• State Extension Conference Zoom Training 12.13.21

CHIES Conference Travel

• CHIES Concur Training 4.19.23

To access Concur:

• Go to https://myuk.uky.edu/irj/portal and sign in with your linkblue ID, select the Employee Self Service tab and choose the Concur menu option.

To access Concur training videos:

• Login to myUK and go to the Employee Self Service tab. Select myUK Learning.

• Choose the "Learning" tile.

• Search for "Conur" in the "Find Learning" box.

• Select the appropriate course as necessary.
• The On-Demand videos include demos such as creating a general travel request, travel expense report, procard expense report, and the approver process.