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PageDepartment or CategoryTopics
Accepting PaymentsFinancial Management ServicesCash Handling and Credit Card Acceptance Policies, Credit Card processing (Marketplace or Point of Sale), Wires & ACH, Checks, Year-End Verification, Approved Vendors for processing payments
Accounting ReferencesAccounting & Financial ReportingJournal ID Reference Guide, Available Fund Balance, Inter/Intra Departmental Transfers (IDTs), Balance Sheet Reconciliation, Plant Funds
Agency AccountingAccounting & Financial ReportingAgency Funds Policy, Agency Accounting Procedures
Bid OpportunitiesPurchasingCurrent and Past Bid Opportunities
Budget DevelopmentBudget & Financial PlanningBudget Development, PeopleSoft Budget Reports and Queries
CBO ServicesCentral Business OfficeAdvantages of using CBO Services, Services Offered
Cellular Phone AllowancePayroll and Data ManagementCellular Communication Device Allowance Policy and Procedures
Chart of AccountsFinancial Management ServicesChart of Accounts Reference Materials, External Sales Procedures, Service Center Procedures
ClinCard PaymentsContracts AdministrationClinCard Procedures and Resources
Contract Resources & TemplatesContracts Administration Contract Resources, Template Library
Cost Center MaintenanceFinancial Management ServicesCreating or Updating Cost Centers, Getting Access and Other Service Requests, Cost Center Queries
Cost Center ReconciliationFinancial Management ServicesGeneral Reconciliation Guidelines and Resources
Direct DepositPayroll and Data ManagementDirect Deposit Instructions
Doing Business with UTDPurchasingHow to do Business with UT Dallas, How to Receive Bids, How to Submit an Invoice, State Hold on Suppliers
Training Materials(All Departments)Quick Guides, Job Aids, Presentations, and other training materials on a variety of subjects
Employment TaxesPayroll and Data ManagementPayroll Withholding Taxes, Employee Tax Forms (W-2, 1042-S, 1095-C), Foreign National Tax Compliance Process, Tax Filing Information

 

External Sales

Accounting & Financial ReportingExternal Sales Procedures
Faculty Start-UpsCentral Business OfficeRoles & Responsibilities when CBO assists with managing Faculty Start-Ups
Forms(All Departments)PDF and PeopleSoft forms to request a variety of services
HoldsBursarWhat is a hold?, Check Your Hold Information, Releasing Holds Placed by the Bursar Office
HUB VendorsSupplier Diversity ProgramsHUB Vendors Search Tool
Letters of RepresentationFinancial Management ServicesLetters of Representation (LOR) Policy and Procedures
One CardPayment ServicesOne Card Program Guide, Obtaining a One Card, Using a One Card, Reconciling a One Card, Getting Help
Parents InfoBursarFERPA, 1098-T Information, EZPay Authorized User, 529 Plans
PaymentsPayment ServicesPayment Requests, Paying Invoices
Payroll DeadlinesPayroll and Data ManagementPayroll Deadlines for Monthly and Semi-Monthly Employees
Payroll InformationPayroll and Data ManagementFaculty Salary Payment Option, Gross Pay Calculator, Collecting a Paper Paycheck, Deadlines, Employee Self-Service Information Updates, Forms, Personnel Action Requests (ePAR)
PeopleSoft InformationFinancial Management ServicesPeopleSoft University, Additional Training Resources
Preferred VendorsPurchasingPreferred Vendors for Catering; Chartered Transportation, Car, and Limo Services; Promotional Items; International Shipment & Customs
Purchasing RulesPurchasingPurchasing Thresholds, Purchasing Methods and Rules, Exclusive Acquisition Justification (EAJ), Request for Solicitation (RFS), International Shipment & Customs
RefundsBursarCheck Your Refund, Refunds for Dropped Classes, Refund Process
Public Reports(All Departments)Annual Financial Statements, Annual Budget Reports, Purchase and Contracts Transparency Reports
Service CentersAccounting & Financial ReportingService Centers Policy, Procedures, Rate Study
Sponsored Projects AccountingAccounting & Financial ReportingFinancial Reporting & Award Closeout, Use of Federal Funds, Special Funding Sources
STARs ProgramCentral Business OfficeGoals of STARs program, Allowed Expenses
Student TaxesBursar1098-T Education Tax Credits, Scholarship / Fellowship Taxes, Tax Filing Information
Tax ComplianceFinancial Management ServicesStudent Taxes, Employment Taxes, Setting up a New Foreign Vendor / Supplier
Time & LaborPayroll and Data ManagementTime & Labor Reporting, Roles, Instructions, Deadlines 
Training & WorkshopsCentral Business OfficeProfessional Development Workshops, Business Services Training offered by CBO.
TravelPayment ServicesPlanning Your Trip, Concur Online Booking Travel, Full Service Agent Booking, Travel Advance Card, Getting Reimbursed, Group / Student / International Travel, Other Services, Travel Resources
Tuition & FeesBursarTuition Plans, Current and Historical Tuition Rates, Late Fees, Other Fees
Tuition Estimate & StatementBursarTuition Estimates for prospective or current / admitted students
Tuition PaymentsBursarMake a Payment, EZPay Services, Payment Deadlines, Payment Options, Perkins Loans
Use of Funds GuideBudget & Financial PlanningUse of Funds lookup tool, State Appropriated Limitations, Designated Tuition, Designated Tuition Limitations, Indirect Cost Limitations, State Funds – Research Limitation
Vendor ManagementFinancial Management ServicesSetting Up a New Vendor / Supplier, Setting Up a New Foreign Vendor / Supplier, Search and Identify Supplier in eProcurement, Independent Contractors, State Hold on Suppliers
Who Can Sign Contracts?Contracts AdministrationUT Dallas Signature Authority, Delegation of Authority
(All Departments)Frequently Asked Questions (FAQs) on a variety of topics

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[email protected] Accounting & Financial Reporting Departmental Journal Entries Submission and Inquiries
[email protected] Accounting & Financial Reporting Intra/Inter Departmental Transfer Inquiries
[email protected] Budget & Financial Planning Budget and Payroll Encumbrance Inquiries
[email protected] Bursar Questions about Tuition Rates, Plans, and Payments; Refunds; Student Account Holds
[email protected] Central Business Office Central Business Office
[email protected] Contracts Administration Contracts Administration, ClinCard, HUB Program
[email protected] Financial Management Services General FMS Inquiries, Business Process Issues and Enhancements, PeopleSoft Issues and Enhancements
[email protected] Financial Management Services Treasury, Petty Cash, Cash Handling, Marketplace Inquiries, and Credit Card Merchant Maintenance
[email protected] Financial Management Services General System Administration Inquiries, Cost Center Setup and Updates, Cost Center Security, Workflow Maintenance, and PeopleSoft Financial Management Services Security
[email protected] Financial Management Services Account Reconciliation (ARA), Financial Compliance, and Year-End Certification (Letters of Representation)
[email protected] Payroll & Data Management General Payroll Inquiries including Paychecks, ePAR, Time & Labor, Garnishments, W4s, W2s and Direct Deposits
[email protected] Payroll & Data Management e-PAR (electronic Personal Action Request) – technical questions only, please
[email protected] Payment Services General Accounts Payable, Invoice Submissions, and Payment Inquiries
[email protected] Purchasing General Procurement/Purchasing Questions including change orders, encumbrances, purchase orders, requisition creation help
[email protected] Payment Services One Card Inquiries
[email protected] Payment Services Travel Inquiries
[email protected] Financial Management Services New Vendors, Vendor Status Inquiries
OBF Help (All Departments) General inbox for all questions relating to the Office of Budget and Finance

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