Deposits

This toolkit is designed for employees who prepare cash/check deposits for the bank and enter cash/check, credit card, EFT/ACH/wire or Expense Refund deposits within myUFL, record retention and other necessary information.

Banking & Merchant Services

(352) 392-9057

Web Simulations and Instruction Guides

Training

To register for online courses in myTraining, navigate to mytraining.hr.ufl.edu. From the myTraining Dashboard, search for desired courses by using Search field in the upper right hand corner. Just type the course name, course ID or a keyword and then click Search.

After you’ve registered for training, your current enrollments display in the Training list found on the Dashboard page. To begin an online course, click the green Start button.

You can also access myTraining from myUFL using the following navigation:
Main Menu > My Self Service > Training and Development > myTraining

PST021 Making Deposits in myUFL
This course is designed for employees who make cash/check, credit card, EFT/ACH/wire or Expense Refund deposits within myUFL. This course additionally covers important information about Banking & Merchant Services (BMS), the six deposit methods, editing and correcting deposits, record retention and other necessary information.

This course is required for those completing Deposits using the following roles:

  • UF_AR_CASHIER
  • UF_SY_BUSUNIT_UFLOR
  • UF_FI_UNIVERSAL_INQUIRY

Security Roles

Lists and descriptions of all UF security roles may be found on the Identity & Access Management website.

  • Security role UF_FI_UNIVERSAL_INQUIRY allows you to view financial information.
  • Security role UF_AR_CASHIER allows you to create deposits, modify and review accounting entries, create payment deposits and run AR reports.
  • Security role UF_AR_COLLECTOR allows you to run AR reports
  • Security role UF_SY_BUSUNIT_UFLOR is a core and end user role granting access to business units defined in PeopleSoft the University of Florida (UFLOR).
  • You must request each role independently from your DSA. For those requesting the UF_AR_CASHIER role, the following courses are required: PST021 Making Deposits in myUFL, PST956 Journal Entry in myUFL, and TRM200 Explaining UF Cash/Check Controls. These same courses are highly recommended for those requesting the UF_FI_UNIVERSAL_INQUIRY role.

Other Resources

Contact Information

Banking & Merchant Services
(352) 392-9057

For Technical Issues, contact the UF Help Desk:

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