News
Expense policy updates
Several UW-Madison policies have been updated related to expense reimbursement, lodging, meals and incidentals, long distance ground and local transportation, business and hosted meals, official functions
August 12, 2025E-reimbursements delay
There is currently a delay in the processing of e-Reimbursements
August 8, 2025Get one-on-one Workday help at FP&M office hours
After Workday has gone live (and you've completed your training), FP&M experts are available to answer your questions during scheduled office hours. These drop-in times are available to anyone who needs help or has a question on the related topic.
July 24, 2025From UDDS to FDM and CC: All about funding strings and Workday
If you pay for items or services that are provided by UW-Madison, process P-card expenses, or submit an expense report, Workday and the resulting change in funding strings will impact you.
June 18, 2025Get one-on-one Workday help at FP&M office hours
After Workday has gone live (and you've completed your training), FP&M experts are available to answer your questions during scheduled office hours. These drop-in times are available to anyone who needs help or has a question on the related topic.
June 17, 2025- More Business Operations & Purchasing posts
Customer Number Requests
All customer number requests must be submitted through the FP&M Customer Number Request Form. This includes:
- Creating a new customer number.
- Updating a customer number.
- Deactivating a customer number.
- Updating funding.
- Changing a financial contact.
This form should be used for all FP&M customer number types: Physical Plant “B”, Helium “HE”, Safety-CORD “SD”, Biosafety Cabinet “BSC”, Fleet “T”, Fuel “XUA”, Admin Fees “DUA”, Vehicle Repairs “UA” and Transportation Services “TS.”
Effective 6/20/25, the Financial Management Portal may only be used on a view-only basis.
Contact Us
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AssetWorks
AssetWorks Billing for FP&M
- Kathy Retz | Business Office Director – kathy.retz@wisc.edu
AssetWorks Elevator Vendors
- Lisa Achenbach | Financial Specialist Supervisor – lachenbach@wisc.edu
AssetWorks Customer Numbers and Funding
- Jodi Roberts | Financial Specialist III – jodi.roberts@wisc.edu
AssetWorks Vendors (A-K, and Numbered Vendor Names)
- Christina Kraft | Financial Specialist Auditor – christina.kraft@wisc.edu
AssetWorks Vendors (L-Z)
- Lisa Achenbach | Financial Specialist Supervisor – lachenbach@wisc.edu
Accounts Payable
- Lisa Achenbach | Financial Specialist Supervisor – lachenbach@wisc.edu
Bank/Check Deposits
- Kathy Bear | Administrative Manager – kathy.bear@wisc.edu
DFD/STAR Payments
- Jodi Roberts | Financial Specialist III – jodi.roberts@wisc.edu
Energy Management
- Jenn Horsfall | Financial Specialist III – jennifer.horsfall@wisc.edu
Insurance Claims
- Kathy Bear | Administrative Manager – kathy.bear@wisc.edu
P-Card and Travel
- Kathy Bear | Administrative Manager – kathy.bear@wisc.edu
- Lisa Achenbach | Financial Specialist Supervisor – lachenbach@wisc.edu
- Kathy Retz | Business Office Director – kathy.retz@wisc.edu
Utility Vendor Payments
- Jenn Horsfall | Financial Specialist III – jennifer.horsfall@wisc.edu
Travel and Travel Reimbursement
Travel Information
- Visit UW TravelWise for the latest travel information and resources.
- If you have questions or need additional information, please contact travel@fpm.wisc.edu.
Commonly Used Travel Policies
Other Business Processes
Reference Documents