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Planning for UT Share/PeopleSoft Transition

Planning for UT Share/PeopleSoft Transition. Planning for UTShare / PeopleSoft Transition. “GO LIVE” is May 2014 Available for campus use on Tuesday, May 13 Purchasing not available from May 1 to May 12 Strategy for successful transition Plan ahead (forecast anticipated needs and purchase)

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Planning for UT Share/PeopleSoft Transition

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  1. Planning for UT Share/PeopleSoft Transition

  2. Planning for UTShare/ PeopleSoft Transition • “GO LIVE” is May 2014 • Available for campus use on Tuesday, May 13 • Purchasing not available from May 1 to May 12 • Strategy for successful transition • Plan ahead (forecast anticipated needs and purchase) • Obtain a Procard • Keep up with important communication • Mark your calendar • Attend Training

  3. Planning for UTShare/PeopleSoft Transition • Plan ahead • Review last year spending for the months of April, May, and June • Review budget • Reconcile April SOA • Communicate with administrative support staff

  4. Planning forUTShare/PeopleSoft Transition • Obtain a Procard • Submit application • Attend Cardholder training • Reporting/Compliance

  5. Planning forUT Share/PeopleSoft Transition • Calendar and deadline dates will be posted • Financial Affairs’ website, http://www.utsa.edu/financialaffairs/ • Controller’s website, http://www.utsa.edu/financialaffars/controller • UT Share, http://utsa.edu/utshare/ • Staff will be able to populate Outlook calendars with specific deadlines.

  6. Critical Accounting Deadline Dates

  7. Critical Accounting Deadline Dates

  8. Critical Payroll Office Deadline Dates

  9. Critical Payroll Office Deadline Dates

  10. Critical Payroll Office Deadline Dates

  11. DTS Critical Deadline Dates

  12. DTS Critical Deadline Dates

  13. Critical CLIBA Deadline Dates

  14. Critical ProcardDeadline Dates

  15. Planning for UT Share Transition(PeopleSoft) • Summary • UT Share PeopleSoft “Go Live” • Remember May 1 to May 12 • Be successful • Plan ahead • Obtain a Procard • Communication • Calendar critical deadlines • Attend Training

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