Online Request System Guidance

The school's Business Services Team only accepts entertainment payment request, payment requests, travel authorization requests, and travel reimbursement requests via the online request system, https://utdirect.utexas.edu/apps/services/requests/. You should not submit these types of request to the Business Service Team via email. Currently, the school is NOT using the purchasing request form. Please follow purchasing guidance in the purchasing section.

Rush requests received by business services are prioritized based on university deadlines and respectfully within the pending received requests. When requesting a rush, it is helpful to include the business justification for your rush request.  As most work routes through multiple offices, we cannot guarantee the turnaround time of those offices outside the school. Please note, we do our best to approved non-compliant payments resolved as soon as possible; however, we do prioritize pending work that avoids future non-complaint purchases first.

Before you begin to submit a request form to the Business Service Team, look over the below guides to learn about the process. The business services team will reassign any incomplete requests back to requestor for completion prior to moving forward with the payment request. This will delay the process and increase the likelihood of incurring a late payment fee, where applicable.

Step 1 for all Payment Request Forms: Preparing your Supporting Documentation

Dependent on Request Form - Step 2: Completing a Entertainment Payment Request Form

Dependent on Request Form - Step 2: Completing a Payment Request Form

Step 3 Tracking Your Request Forms Progress: Post Request Submission Process

If you have submitted a form but forgot to attach you supporting documentation to the request form, please visit the online request system to find your request and reassign the form back to you. Once the form has been reassigned back to you, you will be able to attached the forgotten supporting documentation. After you've completed the update, please reassign your request back to the Business Services Team for processing. If you have any questions regarding the online request system or a submitted request form, please send an email to he-business_services@utlists.utexas.edu.

Interdepartmental Transfer (IDT) vs. Direct Bill

IDT's are used when UT unit wishes to pay another UT unit for goods or services. The transfer is initiated by the unit providing the goods or services to transfer the funds for payment. IDT transaction should be be submitted via the online request system, Doing so will result in a duplicate payment. IDTs can be seen with goods and services from the Carillon, Gabriel's Cafe and Document Solutions. Please submit all supporting documentation for your IDT to our he-business services distribution list, he-business_services@utlists.utexas.edu.

Direct bills are very common and seen with all vendors outside UT. Direct bill allow us to receive a good or service now and to be billed afterward for payment processing. Some vendors will require UT units to set up house accounts with them before they will allow direct bills. If a vendor is requesting to add UT to their system and requesting a credit application, please note the university does not complete credit applications. Rather the university will send the vendor a W-9 or credit letter in place of a credit application. All UT employee's can request a W-9 or credit letter from the university's Accounting & Financial Management office. Direct bills require you to submit the appropriate payment request form via the online request system in order for payment to be sent to the vendor.

If you have any questions about payments, please send an email to he-business_services@utlists.utexas.edu.

If you have any feedback on this page or need to report a broken link please email arturo.flores@austin.utexas.edu.