Tools
Check Your Level of Oracle Access
Mapping the Chart of Accounts (CoA)
Overview of CoA and Chart String Segments (PDF)
Sub-ledger, General Ledger Closing Dates
Here are the closing dates for the General Ledger and Sub-ledger for each period in Fiscal Year 2023-24. This chart will be updated as the fiscal year progresses.
Videos/Guides: Accounts Payable Invoice Training
Video: Accounts Receivable Overview
Guides: Accounting
Videos: Smartview Basics
Oracle Smart View is an Excel-based analysis tool that allows ad hoc reporting on budgeting data. It allows drag and drop, drill-down and pivoting options to manipulate data. Smart View reports can be saved offline and refreshed with the latest, real-time budgeting data from UCMPLAN.
How to install Smart View for Windows (PDF, 7 pages)
UC Learning Center Training
General Navigation (Fpur videos, 15 min. each: Overview, General Navigation, Run a Report, Perform an Inquiry)
CoA Entry Basics (video, 15 mins.)
Guides: General
How to Navigate and Run Reports (PDF, 5 pages)
Set UCMPLAN User Preferences and Open Reports (PDF, 19 pages)
How to Log In to Oracle Financials (PDF, 4 pages)
Homepage Navigation (PDF, 13 pages)
How to Export to Excel (PDF, 6 pages)
How to Install ADF Desktop Integration (PDF, 11 pages)
