What is this form used for?

Use this form to have a vendor or individual added to the vendor system or request direct deposit for a vendor.

How to submit a Vendor Set up Request:

1. Login to the EM Customer Service Portal using the direct link above.
   Remember to login using your EID email address YOUREID@eid.utexas.edu. 
   For more information on logging in go to EM Jira Service Management
   
2. Summary: Enter a title of the request like a subject in an email. 
3. Department: Select your department from the drop down menu.
   
4. Are you requesting a PIF, Direct Deposit, or both? Select from drop down menu. 
5. Company/Individual's Name: Enter the full name of the vendor or individual to be added into UT's payment system.
6. Contact Person: Enter the full name of the authorized person who will complete the Payee Information Form (PIF) or Direct Deposit Authorization (DDA) form.
7. Contact email: Enter the direct email address of the contact person completing the PIF or DDA.
8. Comments/Additional information: Provide any payment-related information not requested above.
9. Attachment: Upload completed PIF or DDA from vendor (if applicable but not required).
10. Note: If not logged in, there will be an option to input your EID email at the bottom of the request.
11. Click Send to submit request.

What happens next?

Check your email! You will receive an email notification confirming receipt of your request.

• All requests received through the portal and via email will create a "ticket" used to track and send status reports.
• Each ticket is assigned a number that identifies with the request.
• Ticket numbers look like this: EMSS-####

Note:  The EID email address used to access the EM Customer Service Portal will automatically send email notifications to the standard "austin.utexas.edu" email address.

What if I have a question or need to provide additional information to my request?

There are two ways to contact Finance and Administration:

1. Email Finance and Administration at EM-Support@austin.utexas.edu

• Find the email notification that you received when you submitted your request.
• Reply back to that email, just like you would a regular email with your questions or request updates.
• Attach any documentation that should be included with the request, if needed.

If you're unable to find the email notification that you received when you submitted your request:

• Create a new email to EM-Support@austin.utexas.edu. 
• Include the ticket number if you remember it.
• If you don't remember it, provide as much information about your original request so we can connect your requests.

2. Login to the Customer Service Portal

This option is only available if you have an established and created customer portal account. Need an account? Email EM-Support@austin.utexas.edu.
Remember to login using your EID email address YOUREID@eid.utexas.edu. 
For more information on logging in go to EM Jira Service Management

• Select Requests on the upper right part of your screen next to your profile photo

• Select Created by me

• From the drop down menu, select Any Status to show all requests sent via customer service portal

• Click on the ticket number under the Reference column to open ticket
• From the ticket, you can view the Status and Activity of your ticket.
• Scroll down to Add a Comment

• Begin typing in the comment box to open up additional options such as attaching a file or entering URLs
• Questions or comments can also include links, attachments, and tables.
• Click on the link icon to add a URL, the photo icon to upload a file, or the plus icon for additional options.

• Click SAVE to submit your inquiry to Finance and Administration.
• Check your email!  You will receive a notification that your request has been received and will be followed up by a Finance and Administration agent soon.

Need more assistance?

Contact Finance and Administration at EM-Support@austin.utexas.edu