News
Fiscal Year 2026 year-end timetable deadlines
Know and prepare for the fiscal year-end deadlines financial transaction deadlines in March, May and June 2025 related to ShopUW+, Direct Payment, E-reimbursements for travel and personal expenses and Purchasing Card transactions.
May 19, 2026Use LinkUW to submit Supplier Invoice Requests (Direct Payments)
Certain financial services are now carried out through LinkUW, allowing employees to submit supplier invoice requests via LinkUW. All FP&M procurement policies and practices remain the same
December 3, 2025Expense 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, 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.”
Financial Management Portal Decommission
The FP&M Financial Management Portal will be decommissioned June 30, 2026 and unavailable after. View the Financial Management Portal Decommissioning page.
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
- Jodi Roberts | Financial Specialist III – jodi.roberts@wisc.edu
- Kathy Retz | Business Office Director – kathy.retz@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
- Jodi Roberts | Financial Specialist III – jodi.roberts@wisc.edu
- Kathy Retz | Business Office Director – kathy.retz@wisc.edu
Travel and Travel Reimbursement
Travel Information
- Visit UW TravelWise for the latest travel information and resources.
- UW-Madison policies and procedures for additional guidance.
Commonly Used Travel Policies
Other Business Processes
Reference Documents