Forms - Accounting and Financial Reporting - The University of Texas at Dallas

Forms

Form

Description

Attribute and Description Change Form This form is used to request approver or description changes to existing cost centers.

How do I access a Cost Center Change Request Form – The form is located in PeopleSoft under the ‘Employee Self-Service’ tab.  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 Kyra Detwiler at x4702.

Cost Center Change Request Form This form is used to request chartfield value changes to existing cost centers.

How do I access a Cost Center Change Request Form? – The form is located in PeopleSoft under the ‘Employee Self-Service’ tab. 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 Kyra Detwiler at x4702.

Deposit Form Use this document to deposit cash and checks.
External Sales Application This application is used in conjunction with the request for an external sales cost center.  It must be completed and approved prior to the commencement of any external sales activity. The purpose of this form is to capture the essential information related to the pending business activity with external customers and identify potential risks before the activity begins.
Appendix for External Sales This document explains the external sales accounts receivable policy and procedure.
Imprest Form Use this form to request petty cash, change funds and to assign custodians and alternate custodians to petty cash and change funds.
Marketplace Application Use this form to apply for an online Marketplace Store.
New Cost Center Request Form This form is used to request new cost centers.

How do I access a Cost Center Request Form -  The form is located in PeopleSoft under the ‘Employee Self-Service’ tab.  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 Kyra Detwiler at x4702.

Petty Cash Custodian Transfer Form Use this form to transfer petty cash or change funds from one custodian to another.
YE Verification Forms This form will be sent out prior to year end for each petty cash or change fund custodian to verify their funds.