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Business Procedures Tips


Budgets and Fiscal Information



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Have a Business Procedures Tip to share? Please send it to Bob Miller.


We recommend you back-up your Quicken (or other account reconciliation) files daily to a desktop computer and to a USB drive. This way, in case of network/server issues, you will be able to recover your files from the previous day from two different sources.


Please reference the attached PDF memo from Accounting Services for important Accounting End-of-Year (EOY) dates, noting the deadlines for account corrections as we near the end of the fiscal year.

More information about EOY Workshops will be forthcoming from Business Affairs.


BDL / BUD season is nearly upon us! Mark your calendars now for the following workshops and opportunities to help you through the FY11 budget process.

BUD (Budget Update Document) Overview and Preparation (AM 565)
Tuesday, February 23, 2010          2pm – 4pm     location TBD
Wednesday, February 24, 2010     9am – 11am     location TBD
Thursday, February 25, 2010         2pm – 4pm     location TBD
This is the official TxClass offered by the Budget Office. Please enroll through TxClass.

Student Affairs Hands-On Budget Workshops     Jackie and Bob will be there to answer your questions.
Bring your materials and work on your budgets in the computer lab with us. No registration required. Stay the whole time or come-and-go as you need. You can work independently, but if you have questions, we will help you. These sessions are exclusively for Student Affairs staff.
Tuesday, March 2, 2010           9am – noon     HSS 2.02.02
Wednesday, March 3, 2010     1pm – 4pm     HSS 2.02.02



Budgeted positions must be fully funded with permanent dollars prior to creating and routing the appointment in DEFINE.



Year-end closing and accounting information can be found on: http://utsa.edu/accounting/Accounting/year%20end%20closing.htm.

This information is subject to change, so we recommend you bookmark this website for access to the most current information.



Stay up-to-date on end-of-fiscal year procedures and recommendations. Visit http://utsa.edu/financialaffairs/controller/ for complete end-of-year information.



BDL season is nearly upon us! Mark your calendars now for the following workshops and opportunities to help you through the BDL process.

Budget Overview and BDL Preparation – DE 685

This is the official TxClass offered by the Budget Office. You will need to enroll through TxClass.

Student Affairs Hands-On BDL Workshops – Jackie and Bob will be there to answer your questions.
Bring your materials and work on your BDLs in the computer lab with us. No registration required. Stay the whole time or come-and-go as you need. You can work independently (the room will be quiet), but if you have questions, we will help you. These sessions are exclusively for Student Affairs staff:


As the end of the fiscal year quickly approaches, please note and adhere to deadlines as indicated on this calendar (PDF) which was provided at the End of Year workshops.

As part of the pilot program for decentralizing travel, Jackie Hobson and Bob Miller will be conducting three workshops to cover information about the processes. Attendance is recommended.

Workshops will be held:

RSVP to Bob Miller via email by noon on Friday 09.12.08 to let us know which session you would like to attend.


<< Back to the Business Procedures Tips Archive

Have a Business Procedures Tip to share? Please send it to Bob Miller.