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Page Department or Category Topics
Accepting Payments Financial Management Services Cash 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 References Accounting & Financial Reporting Journal ID Reference Guide, Available Fund Balance, Inter/Intra Departmental Transfers (IDTs), Balance Sheet Reconciliation, Plant Funds
Agency Accounting Accounting & Financial Reporting Agency Funds Policy, Agency Accounting Procedures
Bid Opportunities Purchasing Current and Past Bid Opportunities
Budget Development Budget & Financial Planning Budget Development, PeopleSoft Budget Reports and Queries
CBO Services Central Business Office Advantages of using CBO Services, Services Offered
Cellular Phone Allowance Payroll and Data Management Cellular Communication Device Allowance Policy and Procedures
Chart of Accounts Financial Management Services Chart of Accounts Reference Materials, External Sales Procedures, Service Center Procedures
ClinCard Payments Contracts Administration ClinCard Procedures and Resources
Contract Resources & Templates Contracts Administration  Contract Resources, Template Library
Cost Center Maintenance Financial Management Services Creating or Updating Cost Centers, Getting Access and Other Service Requests, Cost Center Queries
Cost Center Reconciliation Financial Management Services General Reconciliation Guidelines and Resources
Direct Deposit Payroll and Data Management Direct Deposit Instructions
Doing Business with UTD Purchasing How 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 Taxes Payroll and Data Management Payroll Withholding Taxes, Employee Tax Forms (W-2, 1042-S, 1095-C), Foreign National Tax Compliance Process, Tax Filing Information


External Sales

Accounting & Financial Reporting External Sales Procedures
Faculty Start-Ups Central Business Office Roles & Responsibilities when CBO assists with managing Faculty Start-Ups
Forms (All Departments) PDF and PeopleSoft forms to request a variety of services
Holds Bursar What is a hold?, Check Your Hold Information, Releasing Holds Placed by the Bursar Office
HUB Vendors Supplier Diversity Programs HUB Vendors Search Tool
Letters of Representation Financial Management Services Letters of Representation (LOR) Policy and Procedures
One Card Payment Services One Card Program Guide, Obtaining a One Card, Using a One Card, Reconciling a One Card, Getting Help
Parents Info Bursar FERPA, 1098-T Information, EZPay Authorized User, 529 Plans
Payments Payment Services Payment Requests, Paying Invoices
Payroll Deadlines Payroll and Data Management Payroll Deadlines for Monthly and Semi-Monthly Employees
Payroll Information Payroll and Data Management Faculty Salary Payment Option, Gross Pay Calculator, Collecting a Paper Paycheck, Deadlines, Employee Self-Service Information Updates, Forms, Personnel Action Requests (ePAR)
PeopleSoft Information Financial Management Services PeopleSoft University, Additional Training Resources
Preferred Vendors Purchasing Preferred Vendors for Catering; Chartered Transportation, Car, and Limo Services; Promotional Items; International Shipment & Customs
Purchasing Rules Purchasing Purchasing Thresholds, Purchasing Methods and Rules, Exclusive Acquisition Justification (EAJ), Request for Solicitation (RFS), International Shipment & Customs
Refunds Bursar Check Your Refund, Refunds for Dropped Classes, Refund Process
Public Reports (All Departments) Annual Financial Statements, Annual Budget Reports, Purchase and Contracts Transparency Reports
Service Centers Accounting & Financial Reporting Service Centers Policy, Procedures, Rate Study
Sponsored Projects Accounting Accounting & Financial Reporting Financial Reporting & Award Closeout, Use of Federal Funds, Special Funding Sources
STARs Program Central Business Office Goals of STARs program, Allowed Expenses
Student Taxes Bursar 1098-T Education Tax Credits, Scholarship / Fellowship Taxes, Tax Filing Information
Tax Compliance Financial Management Services Student Taxes, Employment Taxes, Setting up a New Foreign Vendor / Supplier
Time & Labor Payroll and Data Management Time & Labor Reporting, Roles, Instructions, Deadlines 
Training & Workshops Central Business Office Professional Development Workshops, Business Services Training offered by CBO.
Travel Payment Services Planning Your Trip, Concur Online Booking Travel, Full Service Agent Booking, Travel Advance Card, Getting Reimbursed, Group / Student / International Travel, Other Services, Travel Resources
Tuition & Fees Bursar Tuition Plans, Current and Historical Tuition Rates, Late Fees, Other Fees
Tuition Estimate & Statement Bursar Tuition Estimates for prospective or current / admitted students
Tuition Payments Bursar Make a Payment, EZPay Services, Payment Deadlines, Payment Options, Perkins Loans
Use of Funds Guide Budget & Financial Planning Use of Funds lookup tool, State Appropriated Limitations, Designated Tuition, Designated Tuition Limitations, Indirect Cost Limitations, State Funds – Research Limitation
Vendor Management Financial Management Services Setting 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 Administration UT 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]edu 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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