IDT Process in PeopleSoft

IDT Process The following IDT Process will be followed for all but: – –Pymts to UTHSCSA, via Disbursements – –Pymts from Library re: Voyager, via Disbursements – –Utility allocation for CPS and SAWS, via Facilities The following IDT Process will be followed for all but: – –Pymts to UTHSCSA, via Disbursements – –Pymts from Library re: Voyager, via Disbursements – –Utility allocation for CPS and SAWS, via Facilities

IDT Process Areas that follow this processAreas that follow this process –Mail Services –Telephone services –Facility work orders –Service center charges –General stores –CBC (Criminal Background Checks) Areas that follow this processAreas that follow this process –Mail Services –Telephone services –Facility work orders –Service center charges –General stores –CBC (Criminal Background Checks)

IDT Process Complete the Journal Upload Template and forward to:Complete the Journal Upload Template and forward to: –Accounting Services, with backup documentation For cost centers that are non-sponsoredFor cost centers that are non-sponsored Capital project cost centersCapital project cost centers –Excel file, and scanned paperwork –Grants and Contracts Financial Services, with backup documentation For sponsored projects, including cost share cost centersFor sponsored projects, including cost share cost centers –Excel file, and scanned paperwork Complete the Journal Upload Template and forward to:Complete the Journal Upload Template and forward to: –Accounting Services, with backup documentation For cost centers that are non-sponsoredFor cost centers that are non-sponsored Capital project cost centersCapital project cost centers –Excel file, and scanned paperwork –Grants and Contracts Financial Services, with backup documentation For sponsored projects, including cost share cost centersFor sponsored projects, including cost share cost centers –Excel file, and scanned paperwork

IDT Process Any budget checking errors that occur will be the responsibility of the submitting departmentAny budget checking errors that occur will be the responsibility of the submitting department –Will receive an from Accounting Services or Grants and Contracts Financial Services –If no response, entry will not get posted Information is due no later than the 25 th day of the monthInformation is due no later than the 25 th day of the month Errors must be corrected no later than last business day of monthErrors must be corrected no later than last business day of month Any budget checking errors that occur will be the responsibility of the submitting departmentAny budget checking errors that occur will be the responsibility of the submitting department –Will receive an from Accounting Services or Grants and Contracts Financial Services –If no response, entry will not get posted Information is due no later than the 25 th day of the monthInformation is due no later than the 25 th day of the month Errors must be corrected no later than last business day of monthErrors must be corrected no later than last business day of month

IDT Process Entry will show up as a Journal on the Budget OverviewEntry will show up as a Journal on the Budget Overview –Under Forms and Worksheets: Journal Upload Template Examples are providedExamples are provided Speedtype and AccountSpeedtype and Account Entry will show up as a Journal on the Budget OverviewEntry will show up as a Journal on the Budget Overview –Under Forms and Worksheets: Journal Upload Template Examples are providedExamples are provided Speedtype and AccountSpeedtype and Account

IDT Process