Contacts for Your UTShare/PS FAQ
- General
UTShare/PS Issue
Contact/Tool
Unable to access PeopleSoft:
•
•
•
Access to PeopleSoft? What form
is needed?
Unable to view specific information
in PeopleSoft
•
Submit a SPOC* ticket with an
attached Departmental User Accesshttps://interim.utsa.edu/sites/People
Soft/securityforms/securityforms_w
p/Home.aspx
PeopleSoft Support & Sustainment
Center (PSSC) at x7762
New employee – Network access
OIT for network account setup
Chartfield maintenance – new cost
center or change department manager
Email Chart of Accounts Maintenance
Request Form to accounting.ofc@utsa.edu
Budget questions: Non-Payroll –
budget.fms@utsa.edu
budgets, transfers, associated revenue or
balance forwards
* Submit a SPOC ticket at: http://hrsupport.utsa.edu/support/index.php?/SPOC/Tickets/Submit
Contacts for Your UTShare/PS FAQ
- MFR Related
UTShare/PS Issue
Contact/Tool
Monthly Financial Report (MFR) won’t
run
PSSC – submit a SPOC ticket or call
the help desk at x7762
MFR-How to read and reconcile it
Training course - “Monthly Financial
Report Reconciliation using
UTShare/PeopleSoft” (PS 207)
MFR-Travel Authorization questions
Disbursements.travel@utsa.edu
MFR-Non-PO Voucher questions
Disbursements.travel@utsa.edu
MFR-Expense Report questions
Disbursements.travel@utsa.edu
MFR – Other Expense Corrections
(excludes encumbrances)
Accounting.ofc@utsa.edu
Purchase Order/Requisition Issues
purchasing@utsa.edu
Contacts for Your UTShare/PS FAQ
- Other Transactions
UTShare/PS Issue
Contact/Tool
Interdepartmental transfers (IDT’s)
Accounting.ofc@utsa.edu
Payroll expense transfers – current fiscal
year only
budget.hcm@utsa.edu
Vendor-related questions
Disbursements.travel@utsa.edu
ProCard processing
Procard.travelcard@utsa.edu
CLIBA travel card processing
Procard.travelcard@utsa.edu
Grants and contracts - corrections
Contact the appropriate Research Service Center
(http://research.utsa.edu/osp/contacts.php)
Budget Overview- Understanding the data
Training course – “Managing Departmental
Expense and Revenue Budgets” (PS 205.02)
Funding positions – what is the process?
Training course – “Funding Positions” (PS
301.02)
Contacts for Your FAQ
- Interim Workflow Solutions
Issue
Contact/Tool
Interim Workflow Solution (IWS) Need assistance to complete an IWS
form (Requisition, Travel authorization,
Expense, Non-PO voucher)
PSSC- submit a SPOC ticket or contact
x7762
IWS - Form requires updated or new
budget authority (approver)
PSSC- submit a SPOC ticket or contact
x7762
IWS - Form does not show
authorization for a new cost center or
project ID
PSSC- submit a SPOC ticket or contact
x7762
IWS - How do I route an IWS form to a
delegate?
PSSC- submit a SPOC ticket or contact
x7762
IWS - Approver does not receive a
notification email/IWS form
PSSC- submit a SPOC ticket or contact
x7762
Monthly Closing
• Inter-departmental transfers (IDT’s) are due by the 25th of
the month
• Month will close approximately 6 business days after
month-end
• August deadlines may have some changes from prior years
– Please attend the year end workshops for more information
– Communications will be provided later in the year
DTS – Hints to Speed Processing
• PO payments
– Copier lease payments should be on a current year PO (don’t use
an old PO # with vendor)
– Known monthly installments – itemize each installment in PO
• “Receive” in PeopleSoft timely
• Complete chartfield string required in PS for all
travel docs:
– Travel advances, authorizations and expense reports
General Reminders
• Renovations and repairs up to $100,000 require
NACUBO Code 800
– Make sure you use the correct Cost Center
– If you do not have a cost center already set up for
renovations and repairs with NACUBO 800, please
request via the Chart of Accounts Maintenance Form
Correction Requests
• Corrections on non-sponsored cost centers –
send to Accounting.ofc@utsa.edu
• Corrections for sponsored projects – send
through your respective RSC
Correction Requests (cont’d)
• Required information
– Document ID number and type (i.e., journal, voucher, expense)
• This is not the document created in SharePoint
– Cost Center that the transactions is currently on
– Cost center that the transaction needs to be moved to
– Account code (the revenue or expense code – i.e. 63101, not the Budget
code, i.e. A4000)
– Amount
– Reason for the correction
– Copy the manager of the account that the transaction is being
corrected to