Video Trainings
Video Trainings
Chart of Accounts (CCOA)
Purchasing Trainings
Statement of Cash Collections (SCC)
Survey Setup
For more trainings, visit BOC's Playlist on the UC ANR Learning & Development YouTube Channel.
Common Chart of Accounts (CCOA)
In this 25-minute video, Kaitlin Zuwala, BOC Financial Services Assistant for Business Partner Team 1, covers the Common Chart of Accounts. Information provided includes insights into chart segments, the General Ledger (GL) vs. Project Portfolio Management (PPM), and tools you can use to search and verify accounts.
November 2025
For Administrative Units
General
CCOA Resources
Purchasing Trainings
BOC Purchasing Trainings
General Overview - In this video, Tracy Roman, Associate Director of the Business Operations Center, provides an overview of key business operations and purchasing processes. She discusses key forms, the Small Business First Program, Covered Service (COS), Prevailing Wage, Sole Source Purchases, and Independent Contractor policies. Additionally, Tracy covers Capital Asset Purchasing, Software/App Purchasing, Honoraria, and Gift Cards.
Original presentation date: 2/10/2025.
Types of Purchase - Tracy covers various purchasing processes through the Aggie Enterprise Punchout, P-Cards, and Travel Cards. She also covers guidelines for software and app purchases, as well as sales and use tax.
Original presentation date: 2/21/2025
Statement of Cash Collections (SCC)
In this 15-minute video, Kaitlin Zuwala, BOC Financial Services Assistant for Business Partner Team 1, covers how to fill out the Statement of Cash Collections form as well as what to include in your email when you submit it.
November 2025
Resources
Survey Setup
Audience: General
In this 10 minute video, Brandon Wood, BOC Financial Analyst demonstrates how to set up a Credit Card Survey (e.g., a workshop registration form that accepts credit card payments from registrants). Log into your UC ANR Portal to follow along.
October 2025
YouTube Link: https://youtu.be/3zQRftJOZO4