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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 and related deadlines
Budget Development	Budget & Financial Planning	Budget Development and other budget-related resources
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	General Reconciliation Guidelines and Resources
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, Department, Program, Project, and Activity.
Use of Funds Guide	Budget & Financial Planning	Use of Funds lookup tool, State Appropriations Limitations, Designated Funds Limitations, Designated Tuition Limitations, Faculty Startup limitations, Indirect Cost Limitations, State Funds – Research Limitation
Account Detail Guide	Accounting & Financial Reporting	Detailed listing of account codes, account names, and descriptions
Managing Employee Payments	Payroll and Tax Services, Payment Services	Payroll 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, Instructions, Deadlines
Employee Reimbursements	Payment Services	Business Reimbursement, Travel Reimbursement, Cell Phone Allowance, and Relocation Payment
Payment Options	Payroll and Tax Services	Direct Deposit, Collecting a Paper Check, Faculty Salary Payment Option, Gross Pay Calculator
Employmee Taxes	Payroll and Tax Services	Payroll Withholding Taxes, Employee Tax Forms (W-2, 1042-S, 1095-C), Foreign National Tax Compliance Process, Tax Filing Information
Paying Research Participants	Contracts Administration	Policy and resources for paying research participants (human subjects payments)
ClinCard	Contracts Administration	ClinCard Procedures and Resources
GalaxyPay	Contracts Administration	GalaxyPay Procedures and Resources
Arranging Travel	Payment Services	General information about arranging travel
Planning your Trip	Payment Services	Planning your trip (approvals and other considerations), Concur Online Booking Travel, Full Service Agent, Travel Advance Card, Travel Resources
International Travel	Payment Services	Policies, Guidelines, and resources for employee international travel
Group / Student Travel	Payment Services	Policies, Guidelines, and resources for student / group travel (domestic or international)
Buying Goods & Services	Contracts Administration, Financial Management Services, Payment Services, Purchasing, Supplier Diversity Programs	Purchasing Thresholds, Purchasing Methods and Rules, Exclusive Acquisition Justification (EAJ), Request for Solicitation (RFS), International Shipment & Customs
COVID-19 Purchasing Guidelines	Purchasing	COVID-19 Purchasing Process details, with supplemental information about mail services and central receiving
One Card Program	Payment Services	One Card Program Guide, Obtaining a One Card, Using a One Card, Reconciling a One Card, One Card Documentation Storage, User Guides, and other resources for getting help
eProcurement Resources	Purchasing, Financial Management Services	Recent Interface Changes, eProcurement Forms, Punch-Out Catalogs, User Guides
Preferred Suppliers	Purchasing	Preferred Suppliers for Catering / Food Delivery Service; Chartered Transportation, Car, and Limo Services, and Promotional Items
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	Resources for Setting Up a New Supplier, Setting Up a New Foreign Supplier, Search and Identify Supplier in eProcurement, and information about State Hold on Suppliers.
Invoices & Receipts	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 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	Financial Management 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)
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.
Doing Business with UTD	Purchasing	How to do Business with UT Dallas, How to Receive Bids, 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.
Forms	(All Departments)	PDF and PeopleSoft forms to request a variety of services
Training Materials	(All Departments)	Quick Guides, Job Aids, Presentations, 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
Reports & Queries	(All Departments)	Reporting Console Reports, PeopleSoft queries
Policies & Procedures	(All Departments)	Policies and related Procedures from the Office of Budget and Finance

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
clincard@utdallas.edu	Contracts Administration	Research participants payments (ClinCard and GalaxyPay)
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	Payment 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	Payment Services	One Card Inquiries
travel@utdallas.edu	Payment Services	Travel Inquiries
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