UTD TREASURY MARKETPLACE FAQS TREASURY 512019 DIVISION OF

UTD TREASURY MARKETPLACE FAQS TREASURY 5/1/2019

DIVISION OF FINANCE OFFICE OF BUDGET AND FINANCE Office of the Vice President for Finance Treasury FAQs • • • I want to sell a product or service. How can I take money? What is Marketplace? What will my store look like? Why has my Marketplace access changed? Why am I getting an error when I try to log in? How do I get a Marketplace store? How do I change a product, cost center, or users in my Marketplace store? What are the fees related to having a Marketplace store? Can I collect gifts or donations in my Marketplace store? Why is my customer is getting an error when trying to buy my product in Marketplace. Why can’t my customer purchase more than one item with the same credit card in the same day? 2

DIVISION OF FINANCE OFFICE OF BUDGET AND FINANCE Office of the Vice President for Finance Treasury I want to sell a product or service. Why should I use Marketplace? Marketplace is an online storefront that gives UTD pre-approved Merchant Departments the ability to sell products and services, accept payments through credit card or electronic check, send payment receipts via email, and run sales reports. Marketplace has been vetted by PCI compliance and OIT so start up time is usually less than 2 weeks. Other means of taking online payments are approved on a case by case basis and can take 6 months to a year to vet and approve before the department can begin taking payments. 3

DIVISION OF FINANCE OFFICE OF BUDGET AND FINANCE Office of the Vice President for Finance Treasury What is Marketplace? Marketplace is an online storefront that gives UTD pre-approved Merchant Departments the ability to sell products and services, accept payments through credit card or electronic check, send payment receipts via email, and run sales reports. Marketplace is a shopping cart. Think of it as a place to pay for a product or service. Detailed information can be placed on the departmental website with a link to Marketplace for making the payment. 4

DIVISION OF FINANCE OFFICE OF BUDGET AND FINANCE Office of the Vice President for Finance Treasury Why has my Marketplace access changed? Due to audit and compliance concerns, the only roles that can be granted to end users is Fulfiller, Fulfiller w/refund rights, and Store Accountant. End users will no longer be able to create a new store, add or edit products in your store, or add promotions, etc. These updates must be requested using the Marketplace Change Request Form and/or contact Treasury. We will work quickly to make any requested changes, however, please allow sufficient time for Treasury to process these requests. 5

DIVISION OF FINANCE OFFICE OF BUDGET AND FINANCE Office of the Vice President for Finance Treasury When I try to log in, I get an error that says I have invalid credentials. • If you are using a bookmarked link, ensure that your bookmark URL is https: //secure. touchnet. net/central/ • If you are using a bookmarked link, try copying and pasting the link below into your browser. https: //secure. touchnet. net/central/ • If this doesn’t work, try clearing your cache/cookies. • If you still are not able to login, please contact the Treasury office to unlock or reset you password. FMS-Treasury@utdallas. edu 6

DIVISION OF FINANCE OFFICE OF BUDGET AND FINANCE Office of the Vice President for Finance Treasury How do I open a Marketplace Store? If you need to add a new store you can submit a Marketplace Application, which is found here: Galaxy > Gemini Financials > Main Menu > Employee Self-Service > Forms > Marketplace Application > Add a New Value Please double-click on the Power. Point for more details. 7

DIVISION OF FINANCE OFFICE OF BUDGET AND FINANCE Office of the Vice President for Finance Treasury How do I make changes to products, users, cost centers, or my store? If you need to add products or update/add user roles you can submit a Marketplace Change Request, which is found here: Galaxy > Gemini Financials > Main Menu > Employee Self-Service > Forms > Marketplace Change Request > Add a New Value Please double-click on the Power. Point for more details. 8

DIVISION OF FINANCE OFFICE OF BUDGET AND FINANCE Office of the Vice President for Finance Treasury What are the fees related to having a Marketplace Storefront? UTD takes advantage of the State negotiated rate for credit card processing fees charged by the credit card companies (Visa, Master. Card, Discover, Amex). On a monthly basis, fees are distributed to Merchant Departments based on the dollar amount that was collected for a particular month. Credit card fees range from 2 -3% of the total dollar amount of sales for a specific month. 9

DIVISION OF FINANCE OFFICE OF BUDGET AND FINANCE Office of the Vice President for Finance Treasury Can I collect donations or gifts through Marketplace? Collecting any kind of donations, gifts, endowments, etc. in Marketplace is prohibited. Please contact the Office of Development for assistance with setting up a means to collect donations or gifts@utdallas. edu 10

DIVISION OF FINANCE OFFICE OF BUDGET AND FINANCE Office of the Vice President for Finance Treasury What are the limitations of Marketplace? Marketplace cannot be used for accepting cash payments All transactions are done online. Marketplace cannot be used to accept credit card payments requiring a physical swiping machine. It is not recommended to use Marketplace for non-monetary transactions (i. e. free registrations for events). Marketplace is not complex enough to handle an event or conference with multiple sessions with limited seating. If Merchant Departments require sending out invoices/bills to customers, an existing Marketplace Storefront named “Invoicing Payments” centrally handled by the UTD Accounts Receivable Department must be used. 11

DIVISION OF FINANCE OFFICE OF BUDGET AND FINANCE Office of the Vice President for Finance Treasury This didn’t answer my question. Who can I contact for help? If you have any questions not covered here, or if you need assistance unlocking your account or resetting your password, please contact: FMS-Treasury@utdallas. edu 12