The University of Texas at Dallas Policies and Procedures, FMS, The University of Texas at Dallas

Policies and Procedures

Policy/Procedure Description
UTD Cash Handling Policy The purpose of this Policy is to institute controls and standardize cash handling policy at The University of Texas at Dallas.
UTD Credit Card Acceptance Policy Use this document to review UTD policies and procedures for accepting credit card and electronic payments.  All staff involved in processing credit card payments must be made aware and have access to these documents.
Cost Center Closeout Procedure The document explains the procedure for closing out a cost center and how different types of cost centers are handled during the cost center close out process.
Cost Center Request User Guide This presentation walks the user through the process of requesting a cost center change or requesting a new cost center to be created.  An example of what the form looks like can be found under the ‘Forms’ tab at the top.

How do I access Cost Center Change Request Forms? – The forms are located in PeopleSoft under ‘Employee Self-Service.’ The forms must be requested or approved by (Fiscal Officers, Deans or Division Heads). If you need help with the process of requesting a new cost center or have questions about the form, please call Stephanie Williams at x2637 or Jazzmyn Wilson at x4702.

Cost Center Reconciliation This document provides a brief overview of the cost center reconciliation process.
User Guide for JIRA Request JIRA is used to request enhancements, PeopleSoft cost center and role access, as well as report business system issues.

Access to JIRA is obtained through an (eCAT) electronic computer access ticket.