CES Training Resources
Training Resources
AED Tax Rate Training Video 7-13-2023 COMING SOON
TEMPLATE: Suggested Public Hearing
TEMPLATE: Suggested Newspaper Notice
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
Contacts:
Lindsay Poore (East)
Ryan Martin (Central)
Zach Waller (West)
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 FY23
- State Fair Concur Open Training 8.2.23
- State Fair Concur Open Training 8.9.23
- State Fair Concur Open Training 8.16.23
- State Fair Concur Open Training 8.30.23
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
CHIES Conference Travel
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.
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.
