Page Comparison

...

1. 
2. Your newly created request will generate an REQ number, creator/created information, status display, etc. 
   1. Note that this REQ number will appear on your UT Direct homepage and you can use this number to monitor your request. Any inquiries to or from Finance regarding your requests should reference this REQ number. 
3. The next step is to complete the form: 
   1. Description
      1. Include your name and the type of expense: ex. Patricia Semenov – research books
   2. Request Notes
      1. Replaces “Brief Justification of Need” from paper form.  Indicate if funding request or reimbursement.  How is the purchase to be made and any relevant information. Is it for a class, related to a project, etc.
         1. NOTE: UT recommends utilizing university procurement options first.  Please contact the Finance Office prior to making purchases with own funds as there are reimbursement restrictions.
   3. Requester UT EID
      1. Will automatically populate with requestor’s EID
         
         

   4. Using the “Add Attachment box”, please attach any quotes, invoices or correspondences from the vendor. 

   5. Autofill Requester Info
      1. Click the Autofill button and all your contact information will load. 

...

1. Describe what the item(s) will be used for.

• • Research, supply, props, project related, etc. 

     2. Item(s)

Required fields:

...

1. Enter account number, account description (title), and amount. 
2. If funding request leave blank if next person/assignee will enter.

Vendor Information 

Select: YES

1.     Enter preferred vendor information or state “Reimbursement” if applicable in NAME.

Select – CONTINUE to assign document for approval

...