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IDT Process in PeopleSoftIDT Process in PeopleSoftIDT Process in PeopleSoftIDT Process in PeopleSoft
IDT ProcessIDT 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 ProcessIDT ProcessIDT ProcessIDT Process
• Areas that follow this processAreas that follow this process
– Mail ServicesMail Services
– Telephone servicesTelephone services
– Facility work ordersFacility work orders
– Service center chargesService center charges
– General storesGeneral stores
– CBC (Criminal Background Checks)CBC (Criminal Background Checks)
• Areas that follow this processAreas that follow this process
– Mail ServicesMail Services
– Telephone servicesTelephone services
– Facility work ordersFacility work orders
– Service center chargesService center charges
– General storesGeneral stores
– CBC (Criminal Background Checks)CBC (Criminal Background Checks)
IDT ProcessIDT ProcessIDT ProcessIDT Process• Complete the Journal Upload Template and forward to:Complete the Journal Upload Template and forward to:
– Accounting Services, with backup documentationAccounting Services, with backup documentation
• For cost centers that are non-sponsored For cost centers that are non-sponsored
• Capital project cost centersCapital project cost centers
– Excel file, and scanned paperworkExcel file, and scanned paperwork
– Grants and Contracts Financial Services, with backup Grants and Contracts Financial Services, with backup documentationdocumentation
• For sponsored projects, including cost share cost For sponsored projects, including cost share cost centerscenters
– Excel file, and scanned paperworkExcel file, and scanned paperwork
• Complete the Journal Upload Template and forward to:Complete the Journal Upload Template and forward to:
– Accounting Services, with backup documentationAccounting Services, with backup documentation
• For cost centers that are non-sponsored For cost centers that are non-sponsored
• Capital project cost centersCapital project cost centers
– Excel file, and scanned paperworkExcel file, and scanned paperwork
– Grants and Contracts Financial Services, with backup Grants and Contracts Financial Services, with backup documentationdocumentation
• For sponsored projects, including cost share cost For sponsored projects, including cost share cost centerscenters
– Excel file, and scanned paperworkExcel file, and scanned paperwork
IDT ProcessIDT ProcessIDT ProcessIDT Process
• Any budget checking errors that occur will be the Any budget checking errors that occur will be the responsibility of the submitting departmentresponsibility of the submitting department
– Will receive an e-mail from Accounting Services or Will receive an e-mail from Accounting Services or Grants and Contracts Financial ServicesGrants and Contracts Financial Services
– If no response, entry will not get postedIf no response, entry will not get posted
• Information is due no later than the 25Information is due no later than the 25thth day of the month day of the month
• Errors must be corrected no later than last business day of Errors must be corrected no later than last business day of monthmonth
• Any budget checking errors that occur will be the Any budget checking errors that occur will be the responsibility of the submitting departmentresponsibility of the submitting department
– Will receive an e-mail from Accounting Services or Will receive an e-mail from Accounting Services or Grants and Contracts Financial ServicesGrants and Contracts Financial Services
– If no response, entry will not get postedIf no response, entry will not get posted
• Information is due no later than the 25Information is due no later than the 25thth day of the month day of the month
• Errors must be corrected no later than last business day of Errors must be corrected no later than last business day of monthmonth
IDT ProcessIDT ProcessIDT ProcessIDT 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 Under Forms and Worksheets: Journal Upload TemplateTemplate
• Examples are provided Examples 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 Under Forms and Worksheets: Journal Upload TemplateTemplate
• Examples are provided Examples are provided
• Speedtype and AccountSpeedtype and Account
IDT ProcessIDT ProcessIDT ProcessIDT Process
