This page is used to generate listings of official accounting transactions. You may choose to display the transaction list in your web browser, or download transactions to your desktop computer and work with them using an application like Microsoft Excel.
To access transaction listings in UT Direct, you must have a *DEFINE authorization that allows you access to the *DEFINE GT1 command. To get such an authorization, please contact your *DEFINE office manager.
Additionally, you will need *DEFINE authorizations that give you access to the type of search that you desire. When you select a type of search, the *DEFINE command equivalent is shown in parentheses. This is the command for which you will need an authorization to use that type of search. For example, if you choose the search called "Vendor ID (GT9)", you will need to have authorization for GT9 in *DEFINE to use that type of search in UT Direct.
Additionally, you will only see transactions on accounts that you are authorized to view within *DEFINE.
The transaction listings home page is where you choose the type of search you want and then enter the information to indicate what transactions you want to see.
Step one is to to select the type of listing that you desire from the dropdown labeled "Please select search method."
Once you select the type of search, the page will allow you to enter information to select a specific set of transactions. Each page will have a section of required information and optional information. You must complete the required section to have the search return any transactions. The optional section will allow you to further limit the transactions to be shown.
Once you have entered your search criteria, click on either the List Transactions or the Download Transactions button.
Please note that the web display of transaction information will not contain as much information as the download. Additional information available in the download includes the transaction code, departmental codes, and purpose code.
If you click on "Download Transactions" a warning window like the one below may appear:
Click Save, then select the file where you want to save the file and the name you wish to save as. Make a note of the name and location so that you can find your file in the next step. Once the download is complete, start Excel and open the file from within Excel.
