Site Map

Office Locations

Contacts
Accounts Payable Contacts
Employee Directory (all OBF)
Financial Accounting Contacts
Financial Planning and Analysis Contacts
Grant and Contract Accounting Contacts
Payroll Office Contacts
Purchasing Contacts
Tax Compliance Contacts

Accounts Payable
AP Forms (also see right)
AP Procedures
FAQs
OFAC Procedures

Asset Management

Forms (also see right)
Policies and Procedures
Property Management for Government Grants

Financial Accounting

Accounting Forms (also see right)
Credit Card Processing
Credit Card Policies
Deposit FAQs
Travel FAQs
Year End Information

Financial Planning & Analysis

Financial Systems
Chartfield Request Forms (also see right)
Frequently Asked Questions
Q Drive Request Forms (also see right)
Search Tools





ÃÛÌÒ½´Chart of Accounts

List of Funds
List of Programs
List of University-wide Subclasses
Training
University-Wide Subclasses

Grant and Contract Accounting
eGrants Report Guidelines
Instructions to Access Nightly eGrant Reports
Grant and Contract Accounting Forms (also see right)
Procedures and Links
Cost Principles Resource Guide


Government Property Management Plan

(PDF)
Sponsored Project Procurement Policies and Procedure
Sponsored Project Property Management Procedure
Travel Charged to Federal Sponsored Agreements

Payroll

Employee Job Information
Electronic Pay Papers
ePAF Upload-Adjunct Faculty
ePAF Upload-Student Workers-All
ePAF Upload-Student Workers-Hourly
ePAF Upload-Student Workers-TAs/RAs-Biweekly
ePAF Upload-Student Workers-TAs/RAs-Monthly
Payroll Authorization Forms
Electronic Pay Papers
Regular Faculty and Staff PAF

Information and FAQs
Address Change
Direct Deposit of Paychecks
Electronic W-2 FAQs
Employee Benefit Rates
Employee Types
Final Paycheck
Glossary
Independent Contractor Determination
Offcycle Paycheck Requests
Pay Periods, Dates, and Deadlines
Payroll Taxes
Social Security Number
Updating Your Personal Data
View Your Paycheck Online
Form W-4 Elections Update
Year End Tax Reporting

International Employees
International Student & Scholar Services
Alien Determination of Residency

Non-Payroll Payments
Payroll Forms  (also see right)
TIMEaccess

Pay Periods, Dates, and Deadlines
Time Clock Locations
Time Records
TIMEaccess Confidentiality Agreement
TIMEaccess Exceptions
TIMEaccess Mailing List
TIMEaccess Training Tools

Purchasing
Amazon Business Account for SMU
BuyingInformation
eProcurement
Forms (also see right)
Furniture Purchase Policy
Open Solicitations
ÃÛÌÒ½´Card
Chip Card FAQs
ÃÛÌÒ½´Card Application
ÃÛÌÒ½´Card Policies and Procedures
ÃÛÌÒ½´Card Presentation
ÃÛÌÒ½´Card Reporting Policy
Preferred & Exclusive Providers
Buying Consortiums
ÃÛÌÒ½´Preferred & Exclusive Providers
Questions and Instructions
After-The-Fact Purchases
Bus Services
Car Rental and Parking
Competition
eProcurement Requisitions (epro req)
Furniture and Fixtures
Household Goods Moving Services
Office Supplies
Price Justification
Sam's Club
Shipping Companies
ÃÛÌÒ½´Card (P-Card)
Vendor Info
Minority and Small Businesses 
Vendor Ethics and Compliance
Vendor Registration Information

Tax Compliance
Independent Contractor Determination
Public Inspection Document Requests
Sales Tax Exemptions
Florida
Indiana
Massachusetts
Mississippi
New York
Tennessee
Texas
Tax Compliance FAQs
Tax Compliance Forms (see column on right)
Tax Policies
Internship
Cash Awards
Faculty/Staff Payments
Reimbursement or Payment of Immigration Fees
Employer-Provided Automobiles
Social Club Dues
Employee Tuition Benefit - Undergraduate
Donation of Earnings or Fees for Services Performed
Gift Receipts
Gift Cards
Business Expenses
Business Travel Reimbursement - Meal and Lodging
Mileage Reimbursement for Personal Use of Vehicle
Business Entertainment Policy
Travel Reimbursement - Spousal Travel
Moving Expenses
Sales Tax - University Sales
University Out-of-State Purchases
University Purchases in the State of Texas
Unrelated Business Taxable Income - Exploitation
W-9 Requirement

Travel & Expense

ÃÛÌÒ½´Expense
Concur Delegates
Expense FAQs
Helpful Links
Non-Travel Training
Policies
Quick Guide
ÃÛÌÒ½´Card
ÃÛÌÒ½´Card FAQs
ÃÛÌÒ½´Travel
Travel Contacts
Travel FAQs
Travel Help

Travel Procedures
Travel Training
Useful Travel Links

 

Forms

Address Change Form
Alien Determination of Residency Form

Biweekly Timecard Template

Cash Advance Procedures
Complimentary Season Ticket Reporting Form
Credit Card Deposit Entry Form
Credit Card Policies and Procedures
Deposit Preparation Procedures
Direct Deposit Form for Accounts Payable
Donation Approval
Entertainment Expense Form
ePAF Upload Template - Adjunct Faculty
ePAF Upload Template - Student Workers - All
ePAF Upload Template - Student Workers - Hourly Paid
ePAF Upload Template - Student Workers - TAs and RAs - Biweekly
ePAF Upload Template - Student Workers - TAs and RAs - Monthly
eTravel Report
Extended Distribution Form
Fly America Act Exception Form
Gift Card Documentation
Grants and Contracts Purchase Requisition (Excel)
Grants and Contracts Purchase Requisition (PDF)
Hotel Occupancy Tax Form

JE Upload Template
Journal Entry (check this one)
Journal Entry - GCA Labor Reallocation

Membership Approved List
Missing Receipt Form
Moving Expense Reimbursement Request



Offcycle Check Request
Office Depot Enrollment Form
Payment ACH for Outside Vendors

Payment Request Instructions
Price Justification and Competition Requirements
Price Justification Form
Purchase Requisition (Excel)
Purchase Requisition (PDF)
Sales Tax Exemption Certificate
Sam's Club Membership Form

ÃÛÌÒ½´Card Enrollment Form
ÃÛÌÒ½´Student Certification for Business-Related Travel
Stop Payment Request
Texas Hotel Occupancy Tax Exemption Certificate
Texas Sales Tax Exemption Certificate
TIMEaccess Confidentiality Agreement
Transfer and Disposition Form
Vendor Registration Letter and Form
W-2 of 1042S Request Form

W-8 Frequently Asked Questions
W-9 Form - Completed for SMU

Wire Transfer Form
Wire Transfer Instructions