'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;
Accounting Services
- How to transfer or dispose of an Asset
- End-to-end billing user guide
- How to complete the Banking & Reconciliation Form
- How to request a new online shop item
Procure-to-Pay
Specific guides are available in the following areas:
- eProcurement Online Resources
- Kofax Online Resources
- Corporate Credit Card & Travel Online Resources
- How to reassign Financial Approvals to another user (Finance System)
- How to reassign Work Queue items as a Business Reviewer (Kofax)
- How to approve via the approvals tile (Finance System)
- How to approve a supplier invoice in Kofax
- How to review a supplier invoice in Kofax (business reviewer)
- How to approve a reimbursement claim in Kofax
- How to approve an other payment request in Kofax
- How to search and check status of an invoice / payment in Kofax
- How to claim a reimbursement
- How to claim an other payment
- How to request an urgent payment
- How to apply for a corporate credit card
- How to order UOA business cards
- How to order Cabcharges
- How to acquit through Fraedom
- How to switch the payment method for an Uber trip
