The Office of Budget and Finance

 

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Page Department or Category Topics
Managing Departmental Finances Accounting & Financial Reporting, Budget & Financial Planning, Central Business Office, Financial Management Services Accounting contact information
Budget Development Budget & Financial Planning Budget Development resources, user guides, and FAQs 
Accounting References Accounting & Financial Reporting Available Fund Balance, Balance Sheet Reconciliation, Inter/Intra Departmental Transfers (IDTs), Journal ID Reference Guide, Ledger Inquiry
Cost Center Maintenance Financial Management Services Creating or Updating Cost Centers, Getting Access and Other Service Requests
Cost Center Reconciliation Financial Management Services Guidelines, definitions, and tools for cost center reconciliation
Letters of Representation Financial Management Services Guidelines, definitions and tools for annual letters of representation (LOR)
Special Funding Sources Accounting & Financial Reporting, Central Business Office Agency Funds, Faculty Startup, LERR Program, Plant Funds (Construction), STAR’s and UTRIP. 
Sponsored Projects Accounting Accounting & Financial Reporting Financial Reporting & Award Closeout and Use of Federal Funds
Chartfield Values Accounting & Financial Reporting, Budget & Financial Planning, Financial Management Services Overview of Chartfield values: Cost Center, Fund Group, Account Codes, Function Codes, Fields of Study, Department, Program, Project, and Activity.
Use of Funds Guide Budget & Financial Planning Use of Funds lookup tool, Fund Codes with Centrally FUnded Benefit Rate Increases, State Appropriations Limitations, Lab Fee Limitations, State Funds – Research Limitations, Designated Tuition Limitations, Other Designated Funds Limitations, Faculty Startup limitations, Indirect Cost Limitations, State Funded TRIP Research Limitations, Other State Appropriation Limitations
Account Detail Guide Accounting & Financial Reporting Detailed listing of account codes, account names, and descriptions
Managing Employee Payroll Payroll and Tax Services Payroll instructions and deadlines
Employee Self-Service Payroll and Tax Services Outlines how employees can update their name, address, phone number, and emergency contact information
ePAR / ePUR Payroll and Tax Services, Budget & Financial Planning Resources relating to the electronic Personnel Action Request (ePAR) and electronic Position Update / Request (ePUR) processes 
Time & Labor Payroll and Tax Services Time & Labor Reporting, Roles, Overtime, User Guides 
Payment Options Payroll and Tax Services Direct Deposit, Collecting a Paper Check, Faculty Salary Payment Option, Gross Pay Calculator
Employee Taxes Payroll and Tax Services Federal Identification Numbers, Payroll Withholding Taxes, Employee Tax Forms (W-2, 1042-S, 1095-C), Foreign National Tax Compliance Process, Tax Filing Information
Managing Reimbursements Treasury & Payment Services Reimbursement Overview
Business Reimbursement Treasury & Payment Services Business Reimbursement
Travel Reimbursement Treasury & Payment Services Travel Reimbursement
Non-Employee Reimbursement Treasury & Payment Services Reimbursement for students, guests, or other people who are not employees.
Relocation Payment Treasury & Payment Services Relocation Payment
Paying Research Participants Contracts Administration Policy and resources for paying research participants (human subjects payments) (GalaxyPay)
Arranging Travel Treasury & Payment Services General information about arranging travel
Planning your Trip Treasury & Payment Services Planning your trip (approvals and other considerations), Concur Online Booking Travel, Full Service Agent, Travel Advance Card, Travel Resources
International Travel (for Employees) Treasury & Payment Services Policies, Guidelines, and resources for employee international travel
Group / Student Travel Treasury & Payment Services Policies, Guidelines, and resources for student / group travel (domestic or international)
Buying Goods & Services Contracts Administration, Purchasing, Supplier Diversity Programs, Treasury & Payment Services Doing Business with UTD Purchasing Department, Purchasing Thresholds, Purchasing Methods and Rules, Request for Solicitation (RFS), Exclusive Acquisition Justification (EAJ), Emergency Purchasing Procedures, International Shipment & Customs
One Card Program Treasury & Payment Services Obtaining a One Card, Using a One Card, Reconciling a One Card, Receipts, User Guides, and other resources for getting help
eProcurement Resources Purchasing, Treasury & Payment Services eProcurement Forms, Punch-Out Catalogs, User Guides, and Frequently Asked Questions (FAQs)
Preferred / Approved Suppliers Purchasing Preferred Suppliers for Audio / Video Products and Services, Catering / Food Delivery Service; Chartered Transportation, Car, and Limo Services, Printing, Mail, and Fulfillment Services, Promotional Items, and Software
Find HUB Suppliers Supplier Diversity Programs Searchable extract from the CMBL and other resources for finding HUB suppliers serving the UTD area.
Supplier Management Financial Management Services Search and Identify Supplier in eProcurement, Setting up a New Vendor / Supplier, and Frequently Asked Questions (FAQs).
Invoices & Receipts Treasury & Payment Services Information about the process and resources related to Invoicing and Receiving.
Purchasing Contracts Contracts Administration Information about the process for submitting a contract, as well as Resources & Templates and information about who can sign contracts (delegation of authority)
Selling Goods & Services Accounting & Financial Reporting, Payroll and Tax Services General Information about selling goods and services (Service Centers and External Sales) as well as accepting payments and related tax considerations.
Service Centers Accounting & Financial Reporting Service Centers Policy, Procedures, Rate Study

External Sales

 Accounting & Financial Reporting External Sales Policy and Procedures
Unrelated Business Income Tax Payroll and Tax Services Resources, including tests and forms, related to Unrelated Business Income Tax (UBIT)
Texas Sales Tax Payroll and Tax Services Information about Taxable Sales and Tax-Exempt Sales
Accepting Payments Treasury & Payment Services Policies and Procedures for accepting payments via Credit Card (Marketplace or Point of Sale), Wires & ACH, or Checks, as well as Year-End Verification for cash handling and Approved Suppliers for processing payments
Submitting Non-Purchasing Contracts Contracts Administration Information about the process for submitting a contract, as well as Resources & Templates and information about who can sign contracts (delegation of authority)
Electronically Sign Documents (DocuSign) Contracts Administration Information, training videos, and FAQs about using DocuSign for easy, efficient electronic signature
Training & General Resources (All Departments) Information on getting involved with meetings and links to other training and general resources
Deadlines & Year End (All Departments) Monthly and year-end deadlines and information
Forms (All Departments) PDF, PeopleSoft, and other forms to request a variety of services
Training Materials (All Departments) Quick Guides and other training materials on a variety of subjects
Live Training (All Departments) Upcoming live training sessions, professional development workshops, and business services training 
PeopleSoft Training Financial Management Services PeopleSoft University and PeopleSoft-related training resources
Procurement University Purchasing Procurement University information
Reports & Queries (All Departments) Reporting Console Reports, Other Reports & Queries
Policies & Procedures (All Departments) Policies and related Procedures from the Office of Budget and Finance
Public Reports (All Departments) Annual Financial Statements, Annual Budget Reports, Purchase and Contracts Transparency Reports, HUB Reports, and Other Reports and State Transparency Resources
Supplier Self-Service Financial Management Services UT Dallas uses PaymentWorks for supplier onboarding and to manage supplier information. Supplier Instructions and Guides, International Supplier Process, UTD Payment Methods, and Frequently Asked Questions (FAQs).
Doing Business with UTD Purchasing How to do Business with UT Dallas, How to Receive Notification of Opportunities, How to Submit an Invoice, HUB Forms, State Hold on Suppliers
Bid Opportunities Purchasing Current and Past Bid Opportunities
HUB Certification Supplier Diversity Programs Information on Who is eligible for HUB certification, the benefits of certification, and the process for becoming certified by the state. 

HUB Mentor / Protégé program

 Supplier Diversity Programs Information on becoming a Mentor or Protégé. 


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Mail to Department Explanation
Journals@utdallas.edu Accounting & Financial Reporting Departmental Journal Entries Submission and Inquiries
idt@utdallas.edu Accounting & Financial Reporting Intra/Inter Departmental Transfer Inquiries
reporting@utdallas.edu Accounting & Financial Reporting Reporting needs or questions about existing reports
budget@utdallas.edu Budget & Financial Planning Budget and Payroll Encumbrance Inquiries
bursar@utdallas.edu Bursar Questions about Tuition Rates, Plans, and Payments; Refunds; Student Account Holds
CBO@utdallas.edu Central Business Office Central Business Office
OCA@utdallas.edu Contracts Administration Contracts Administration
fms@utdallas.edu Financial Management Services General FMS Inquiries, Business Process Issues and Enhancements, PeopleSoft Issues and Enhancements
fms-treasury@utdallas.edu Financial Management Services Treasury, Petty Cash, Cash Handling, Marketplace Inquiries, and Credit Card Merchant Maintenance
systemadministration@utdallas.edu Financial Management Services General System Administration Inquiries, Cost Center Setup and Updates, Cost Center Security, Workflow Maintenance, and PeopleSoft Financial Management Services Security
fincompliance@utdallas.edu Financial Management Services Account Reconciliation (ARA), Financial Compliance, and Year-End Certification (Letters of Representation)
payroll@utdallas.edu Payroll & Tax Services General Payroll Inquiries including Paychecks, ePAR, Time & Labor, Garnishments, W4s, W2s and Direct Deposits
accountspayable@utdallas.edu Financial Management Services General Accounts Payable, Invoice Submissions, and Payment Inquiries
purchasing@utdallas.edu Purchasing General Procurement/Purchasing Questions including change orders, encumbrances, purchase orders, requisition creation help
onecard@utdallas.edu Financial Management Services One Card Inquiries
travel@utdallas.edu Financial Management Services Travel Inquiries
clincard@utdallas.edu Financial Management Services Research participants payments (GalaxyPay)
vendors@utdallas.edu Financial Management Services New Suppliers, Supplier Status Inquiries
hub@utdallas.edu Supplier Diversity Programs HUB vendors / suppliers, HSP forms, PAR forms
OBF Help (All Departments) General inbox for all questions relating to the Office of Budget and Finance


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