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

Forms

Form

Description

Certificate of Receivables This form is for reporting Accounts Receivable (AR) balances which have not been recorded using the PeopleSoft Billing module, as of the end of the fiscal year. This form will automatically be routed to Accounting and Financial Reporting (AFR) for review.  Questions or concerns contact Jeff Mirro with Accounting Operations at x4458. This form can be accessed through PeopleSoft Forms, log into Galaxy, go to Gemini Financials, and navigate to Main Menu > Employee Self-Service > Forms.
External Sales Application – Cost Center Request 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.
Plant Funding Request This form is used to request any new Construction Project. Questions or concerns regarding the form should be directed to Kerry Freeman with Accounting Operations at x2687. This form can be accessed through PeopleSoft Forms, log into Galaxy, go to Gemini Financials, and navigate to Main Menu > Employee Self-Service > Forms.
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.