Financial Policies & Procedures Training

Click on a topic below to view the course description.

Instructor Links

The following links are for FSO and SPS instructors:

AZ Sales & Use Tax

This training will help Departments to determine the taxability of various purchases and sales. Since the University of Arizona is not an exempt entity for Arizona sales and use tax purposes, it generally pays sales tax on its purchases and charges sales tax to its customers on sales.  However, Arizona statutes exempt certain purchases/sales from sales tax.

Enroll here: UAccess Learning

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Cash Handling & Receiving

Cash handling training is for University staff who are accepting monies and/or making deposits on behalf of the University. Policy 8.10 will be covered.

  • Learn how to make deposits and handle large amounts of cash.
  • Learn the departments, Bursar's Office and Cash Management responsibilities when it comes to handling and depositing monies.
  • Learn how to reconcile your deposits to your accounts.
  • Find out "What to do in case of a Robbery" - UAPD presentation.
  • Discuss why it's important to have written Cash Receiving procedures.
  • Understand how to safekeep undeposited funds.

Recommended by Internal Audit for people who are accepting monies and/or making deposits on behalf of the University.

To enroll, login to UAccess Learning. Click Certification > Cash Handling & Receiving (FSOCRTCash). Click the Register button.

The registration process takes an hour to complete. Log in after one hour and search the catalog for Cash Handling (UA-1043). You should now be able to enroll.

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Payments to Non-Resident Aliens

This class will provide guidance on University Financial Policy 9.16 Payments to Nonresident Aliens along with the documentation required and the process for ensuring timely payments to nonresident aliens.

  • Payment via Disbursement Vouchers or Requisition
  • Determining the ‘allowable’ payment based on visa type  
  • Supporting documentation requirements
  • Glacier requirements and determining tax withholding requirements.
  • Forms required for processing payment/reimbursement
  • Resources available to research policy and procedures

Enroll here: UAccess Learning

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PCard Common Compliance Issues

This training will help PCard users and Departments to understand what business purchases are allowable on the PCard.  It will also discuss the documentation required for various transactions.  Training will include:

  • Types of PCard enhancements that can be requested
  • Required documentation for submission with each transaction
  • Details of travel items on the PCard
  • How to handle PCard or University policy violations
  • Scenarios of various types of purchases.

Enroll here: UAccess Learning

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Property Management: Managing Movable Assets

This FSO course discusses the governing policies and definitions of equipment.  It also covers how to manage your movable assets. Topics to be covered include:

  • Policies Governing Equipment at the University
  • Definition of Movable Equipment
  • Asset Categories
  • UAccess Financials CAB & CAM
  • Asset Acquisition
  • Asset Maintenance and lifespan
  • Asset Disposal
  • Building & Room Validation

Enroll here: UAccess Learning

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Travel Policy

This class provides guidance on University Financial Travel Policy along with the required documentation for the expenditure and the procedures to follow to ensure a timely reimbursement via UAccess Financials.  This training will help learners to:

  • Understand the Travel Authorization Form requirements
  • Review process for requesting a Travel Advance
  • Understand Travel Expense Report Requirements
  • Understand Supplemental Travel Authorization Form requirements
  • Understand the University Travel Registry requirements

Enroll here: UAccess Learning

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University Expenditure Policy

This class provides guidance on Policy 9.10 Requisitions/Reimbursement on the purchase of goods and services and the procedures required to ensure timely payment and the accurate recording of the expenditure in UAccess Financials.  This training will help learners to:

  • Understand purpose of the expenditure policy
  • Determine if expense/reimbursement is allowable under University policy
  • Choose the appropriate payment method.
  • Understand the process of initiating a payment/reimbursement
  • Understand the supporting documentation require to support the expenditure.

Enroll here: UAccess Learning

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Unrelated Business Income Tax (UBIT)

This training will help Departments understand what Unrelated Business Income is and what the statutory exclusions are. The University of Arizona is tax-exempt from federal income tax for engaging in activities that pertains to the University’s exempt purpose, but is not exempt from income tax on activities which are substantially unrelated to those exempt purposes (even though these activities may bring in funds to support exempt operations).

Enroll here: UAccess Learning

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Year End Reporting

Special Fiscal Year End Reporting: Inventory, Accounts Receivable, Deferred Revenues, Prepaid Expenses & Deposits.

This class is offered annually and opens for registration around the beginning of May.

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