Interested in UAN?

Step 1: Submit the UAN Participation Agreement

Mail the completed UAN Participation Agreement to the UAN office.

The agreement is considered complete when:

• A majority of your entity’s governing board signs Page 9 and dates it the day it is adopted (additional signature lines may be added if necessary).
• If applicable, the document may be signed by one individual with signing authority (documentation granting authority must be included).
• The Fiscal Officer signs and dates Exhibit D.
• All applicable pages are included (17 total). Modifications are not permitted.
• UAN receives the original signed document (photocopies or faxes cannot be accepted).

Note: No fees will be assessed until after your training session.

Mail To

Step 2: Submit UAN Conversion Worksheets

Email completed conversion worksheets to UAN_Support@ohioauditor.gov.

• If you already use this chart of accounts, complete the worksheets so the application can be brought up to date during the training class.
• If you use a different chart of accounts, complete the worksheets to convert your current codes to the equivalent AOS codes. Then distribute your budgets and year-to-date transactions to the new codes.

UAN provides a worksheet guide with step-by-step instructions.

Conversion Files You Will Need

Are you experienced with fund accounting?

To use UAN properly, you need a solid understanding of government fund accounting principles. To help new Fiscal Officers, UAN offers a series of training videos that start with introductory concepts and progress to more advanced topics.

Even those with years of fund accounting experience may find it helpful to review the videos to reinforce their understanding.

How to access the training videos

1. Click Training in the menu above.
2. Select Transition.
3. Scroll to Phase 2 UAN Prerequisite Training.
4. Click a video link to open it on YouTube (an advertisement may play first).

If you cannot watch all of the videos before training, we strongly recommend watching at least the two videos covering the AOS Numeric Uniform Chart of Accounts.

Recommended Prerequisite Videos

Step 3: Class Registration

You will be contacted to schedule training only after UAN staff:

• Approve the conversion worksheets submitted by email.
• Verify that the signed original UAN Participation Agreement has been received by mail.

UAN Support will notify you if any errors or omissions are found that require correction.

Step 4: Attend Online Training

Training consists of two days of online instruction and setup of the UAN application. During the class you will:

• Set up the UAN application.
• Enter budgets and year-to-date transactions prepared on your conversion worksheets.
• Learn how to complete remaining conversion transactions.

By the end of the class, you will be ready to enter additional conversion transactions that occurred between the worksheet submission and the training date. Soon after, you will be able to begin posting live transactions in UAN.

Payroll Conversion Training

Initial conversion to UAN does not include the UAN Payroll software.

You can still process payroll payments using UAN Accounting, but calculations will need to be completed manually or entered as lump-sum transactions if you continue using another payroll system temporarily.

If you decide to convert payroll to UAN, follow these steps:

1. Begin posting regular day-to-day transactions in UAN.
2. Email a bank reconciliation report to UAN to demonstrate activity.
3. After the activity is confirmed, UAN will send a payroll conversion worksheet and guide.

The payroll conversion worksheet is less complex and typically takes about one hour to complete.

Once approved, UAN will schedule a one-day online payroll training session.