Important Deadlines for transitioning to UTShare PeopleSoft
UTSA is gearing up for the transition from DEFINE to UTShare PeopleSoft. The Office of the Assistant Vice President/Controller has developed a key calendar that identifies financial due-dates for critical processes. This calendar will be similar to the one used during the year-end process.
The Outlook calendar may be obtained here.
For the Word version please see below:
Financial Affairs provides competent stewardship of UTSA's resources and is committed to excellence in service – every person, every day, every job. We promise excellent customer service through efficient response times and successful solutions for all financial processing needs.
MISSION: Financial Affairs provides sound financial management, reporting, and analysis to assure the proper stewardship of university resources. We partner with our customers to offer quality financial services and business solutions while continually looking for better ways to streamline processes.
VISION: Leading proactive and innovative financial management solutions through education and collaboration.
CODE OF ETHICS: Financial Affairs management and staff recognize the responsibility entrusted to them with fiduciary oversight for the University's resources and subscribe to the NACUBO Code of Ethics to guide our conduct and follow university ethics policies.
|03/26/2014: Surplus Property Turn-In - Added Where Property Is Located next to Campus, Buildin", " "Room #."|
|03/26/2014: Surplus Property Turn-In (Continuation Sheet) - Updated revision date to mirror turn-in form.|
|03/14/2014: Surplus Property Turn-In (Continuation Sheet) - Added "Department ID" next to "Unit Code" to prepare for PeopleSoft transfer.|
|03/14/2014: Surplus Property Turn-In - Added "Department ID" next to "Unit Code" to prepare for PeopleSoft transfer.|
|03/13/2014: W-4 2014 - Updated W-4 to 2014 version.|
|03/06/2014: Monitoring Plan for Segregation of Duties and Reconciliation of Accounts - Added section "E" to table of contents and expanded section.|
|03/04/2014: Travel Advance Request (TAR) - Split existing TAR form into TAC and TAR form.|
|03/04/2014: Travel Advance Card Request (TAC) - Split existing TAR form into TAC and TAR form.|
|02/27/2014: Project Cost Estimate - Updated Assistant Vice President of Financial Affairs -- Controller or Designee to reflect Steven Hardy.|
|02/13/2014: W-9 UTSA Form - Published revised IRS form.|