'How To' Guides
How to guides are designed to provide you with instructions and guidance on a range of Finance and Procurement Services processes or requests.
A list of related policies, procedures and forms can be found under Documents, Forms & Policies; choose your category and 'open all' to view the full list.
Search How To Guides
- 'How To' Guides A to Z
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A
- How to: Add or inactivate a General Ledger Account code
- How to: Add or inactivate fund codes
- How to: Apply for a corporate credit card
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F
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I
- How to: Initiate an Internal Transfer
- How to: Initiate a Journal Entry
- How to: Initiate an Asset Disposal
- How to: Initiate an Asset Change request
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Q
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- How to: Request a bill or update customer information
- How to: Request a new online shop item
- How to: Request a credit (adjustment) note
- How to: Request an urgent payment
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Accounting Services
- How to add or inactivate a General Ledger Account code
- How do I add / inactivate fund codes?
- How do I find my Department ID & Project Code?
- How to initiate an Internal Transfer
- How to initiate a Journal Entry
- How to view and print posted journals
- How to view posted journals including attachments
- How to transfer or dispose of an Asset
- How to request a bill or update customer information
- How to request a credit note and update a customer
- How to complete the Banking & Reconciliation Form
- How to request a new online shop item (also see Online Shop contact list)
Procure-to-Pay
For guides specific to eProcurement - visit eProcurement Online Resources
- How to assign approvals / worklist items to another user (Finance System)
- How to approve via the worklist (Finance System)
- How to approve via the approvals tile (Finance System)
- How do I claim a reimbursement?
- How do I claim other payments?
- How do I request an urgent payment?
- How do I apply for a corporate credit card?
- How to order UOA business cards
- How to order Cabcharges
- How to acquit through Fraedom
