Resources
ERP System Key Member Roles
Key Member Role Definitions with Additional Details for Fiscal Compliance
UTRGV Accounting Resources
UTRGV Accounting Contact Guide
UTRGV Cost Center Key Member Update
UTRGV Accounts Receivable Training Documents
UTRGV Monitoring Plan / Semi-Annual Financial Certification
- UTRGV Monitoring Plan
- UTRGV Semi-Annual Financial Certification
- UTRGV Monthly Reconciliation (electronic)
UTRGV PeopleSoft Account Reconciliation Training Documents
- Monthly Financial Report
- Monthly Financial Reconciliation Training (.pdf format)
- Reconciliation Overview/Checklist
- Budget Overview
UTRGV Interdepartmental Transfer Template and Necessary Files
- Interdepartmental Transfer Template files (please Right-click & Save As... to individually download ALL four (4) files (IMPORTANT: DO NOT USE INTERNET EXPLORER OR MICROSOFT EDGE))
- UTRGV Interdepartmental Transfer Request Form
UTRGV Correction Template and Necessary Files:
- Correction Template files (please Right-click & Save As... to individually download ALL four (4) files (IMPORTANT: DO NOT USE INTERNET EXPLORER OR MICROSOFT EDGE))
- UTRGV Correction Request Form (updated 02/20/2020)
- UTRGV Accounts Payable Expense Correction Excel File
UTRGV Chart of Accounts with Examples of Allowable/Unallowable Expenses
UTRGV Cost Center Key Member Listing
- Cost Center/Project Key Member Listing for Fiscal Year 2020 (in .xls format)
UTRGV PeopleSoft Crosswalks
- Oracle to PeopleSoft Crosswalks (.pdf format)
- Object Code to Account
- EType to Account
- Organization to Department FY2018
- Department Listing FY 2019
- Funding Source and Fund Code to Fund
- Non-Sponsored Project to Cost Center
- Sponsored Project to Project (Grant)
- Plant Project to Project
- NACUBO to Function
- Program Codes
- Cost Center SpeedType
- Sponsored Project (Grant) SpeedType
- Plant Project SpeedType