skip to main content
UTRGV The University of Texas Rio Grande Valley
Main Menu
Donate Now Directory myUTRGV

You are here:

Departments Accounting and Reporting Resources

Accounting and Reporting Finance and Fiscal Reporting

  • Home
  • Resources

Contact Us

Accounting and Reporting
Email: AccountingandReporting@utrgv.edu

Resources

To ensure you are accessing the latest information, please refresh your browser by pressing the F5 key or CTRL-R on your keyboard.

 

ERP System Key Member Roles

Key Member Role Definitions with Additional Details for Fiscal Compliance

 

UTRGV Accounting Resources

UTRGV Accounting Contact Guide

UTRGV Request & Update Cost Center Process

UTRGV Accounts Receivable Training Documents

Recommended Training Sessions (based on job duty, role or assignment) 

Crosswalk of PeopleSoft Account Code to Texas Comptroller Expenditure Object Code

 

UTRGV Monitoring Plan / Annual Financial Certification

  • UTRGV Monitoring Plan
  • UTRGV SAHARA - Monthly Reconciliation & Annual Financial Certification
  • UTRGV SAHARA - Manager Monthly Approval Guide
  • UTRGV SAHARA - Managers: Annual Financial Certification Process
  • UTRGV SAHARA - How To Run SAHARA Summary Report
  • UTRGV SAHARA - How To Run LOR Certification Report
  • How To Create An Outlook Message Rule & Folder for SAHARA emails
  • FY2025 Monthly Financial Reconciliation Listing

UTRGV PeopleSoft Account Reconciliation Training Documents

  • Monthly Financial Report
  • Monthly Financial Reconciliation Process Training
  • Reconciliation Overview/Checklist
  • Budget Overview

UTRGV Interdepartmental Transfer Template and Files

  • Interdepartmental Transfer Template files. Please Right-click and Save Link As... or Save Target As... to individually download ALL four (4) files
      
    • JrnlLog
    • JRNLMCRO
    • JRNLMCRO_WS
    • PS92_PRD_UTRGV_JOURNAL_UPLOAD_FILE_IDT
       
    • PS92_PRD_UTRGV_JOURNAL_UPLOAD_FILE_GLS

  • UTRGV Interdepartmental Transfer Request Form

UTRGV NON-AP Related Correction Template and Files:

  • Correction Template files for NON-AP RELATED CORRECTIONS
    please Right-click and Save Link As... or Save Target As... to individually download ALL four (4) files 
     
    • JrnlLog
    • JRNLMCRO
    • JRNLMCRO_WS
    • PS92_PRD_UTRGV_JOURNAL_UPLOAD_FILE_COR

UTRGV Chart of Accounts with Examples of Allowable/Unallowable Expenses

  • UTRGV Chart of Accounts with examples of Allowable/Unallowable Expenses

  UTRGV Cost Center Key Member Listing

  • Cost Center/Project Key Member Listing for FY 2025 (in .xls format)

    • MAY 2025
  •  
Jump to Top

UTRGV

  • Twitter
  • Facebook
  • LinkedIn
  • YouTube
  • CARES, CRRSAA and ARP Reporting
  • Site Policies
  • Contact UTRGV
  • Required Links
  • Fraud Reporting
  • Senate Bill 18 Reporting
  • UTRGV Careers
  • Clery Act Reports
  • Web Accessibility
  • Mental Health Resources
  • Sexual Misconduct Policy
  • Reporting Sexual Misconduct