Introduction

UT Tracker is a comprehensive platform that centralizes the management of invoices, billing, and other financial processes within The University of Texas at Austin. This streamlined system simplifies various functions such as invoice payment, reimbursements, and IDT (interdepartmental transfer) corrections.

A team of developers in Technology Resources (TRecs) supports Tracker. The software is currently in the process of being rolled out to additional colleges, schools, and units (CSUs) within The University. At the same time, the support team is continuously adding new features and capabilities.

As users, you may encounter glitches or problems with the software. Some of these may be known issues; check the corresponding section of this guide and the Troubleshooting page for solutions. If the problem persists, contact trecs-requests@utlists.utexas.edu. The support team will address issues based on priority and impact. 

As Tracker is updated, this User's Guide will also be updated. Check this guide often for current information. If you have suggestions on how this guide can be clearer or more comprehensive, contact trecs-requests@utlists.utexas.edu.

How to Use This Guide

This guide takes users through the process of onboarding; that is, integrating a CSU and its employees into Tracker for the first time. This guide also provides instruction for the processes that users perform in Tracker on a recurring basis. Refer to this guide for information on processes, as well as on changes to the interface and new functions.

Other Resources

Navigate to these pages and documents for information on other aspects of UT Tracker. 

• [Under development]

User Roles in UT Tracker

A user's role determines their level of access and permissions. By default, every user is given the Customer role when they first log in to Tracker. Additional roles are assigned by Admin Supervisors. The roles are the following:

• Customer

• Super Customer

• Processor

• Supervisor

• Admin Supervisor

• View Only

• Department Approver (dependent on CSU)

• Billing Debit

• Billing Credit

In this guide, the sections on Tracker's interface include information about how the different user roles relate to each function. The section on Managing Users includes more detailed information about user profiles, how roles are assigned and reassigned, and related topics.

Troubleshooting

If you encounter problems with UT Tracker, look for solutions on the Troubleshooting page.