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  5. OnBase Overview
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  4. Supporting Documentation
  5. OnBase Overview

OnBase Overview

Where is OnBase Used?

OnBase is used to upload documents instead of faxing them.

If the button is clicked and no documents exist, OnBase will display the message: “No Folders Found.”

Accounts Payable > Vouchers > Add/Update > Regular Entry

Accounts Receivable > Payments > Apply Payments > Finalize Worksheet

Accounts Receivable > Payments > Apply Payments > Update Worksheet

Accounts Receivable > Payments > Direct Journal Payments > Create Accounting Entries

Accounts Receivable > Payments > Direct Journal Payments > Modify Accounting Entries

Accounts Receivable > Payments > Review Payments > All Payments

Accounts Receivable > Payments > Review Payments > Payment Status

General Ledger > Journals > Journal Entry > Create/Update Journal Entries (*no upload permitted in OnBase; continue to use the Attachments link)

Employee Self-Service > Travel and Expenses > Expense Reports > Create/Modify

Employee Self-Service > Travel and Expenses > Expense Reports > View

Travel and Expenses > Expense Report > Create/Modify

Travel and Expenses > Expense Report > View

Accessing OnBase

UF Document Imaging > Voucher/Invoice Images – Link name is “Voucher / PO Change Order Images”

Anyone who can currently access this link will be able to view Expense Reports, Vouchers, PO Change Orders, and PCard information in the system.

Last Reviewed

05/01/2020: reviewed content

Contacts

Disbursements: (352) 392-1241

Email: DocumentManagement@connect.ufl.edu

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