CES Training Resources
Training Resources
FY24 Yearend Training
FY25 Budget Process Training
FY26 Budget Process Training
- FY26 Budget Overview Presentation (1.23.24)
- County form for Clubs/Councils
- FY26 Budget Preparation Manual
Please request current versions of the Budget Workbook and Budget Manual from your AED.
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
Frequently Asked Questions
- FAQ List (under development)
State Fair Travel 2025
- State Fair 2025 Concur #1
- State Fair 2025 Concur #2
- State Fair 2025 Concur #3
- State Fair 2025 Concur #4
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.
