In conjunction with Purchasing Card Policies & Procedures, this session provides a site manager with the basic knowledge necessary to maintain and oversee the Purchasing Card Program at the departmental or divisional level. The session includes an overview of site manager responsibilities and a live demonstration of Access Online, U.S. Bank’s web-based transaction management tool. Purchasing Card Policies & Procedures should be completed prior to attending this session. Purchasing Card Site Manager Training takes approximately 75 minutes.
This session is required for all purchasing card site managers.
This course is required prior to performing any approval responsibilities or receiving an approval assignment in the system. This course focuses on travel and reimbursement policies and e-Reimbursement functionality.
The session is intended for frequent business travelers and those assigned to the roles of alternate, approver, back-up approver, auditor, or back-up auditor.
This virtual class is designed to give a high-level basic overview of the various searches and reports that are available within the campus reporting tool, WISER. Topics that will be covered include:
• Department Search
• Project Search
• AP/PO Search
• Expense Search
• Payroll Search
• Transaction Search
• Other information in WISER
Department or divisional financial staff who are new to campus, new to their role, or new to using WISDM or WISER. So, if you are already familiar with WISDM, please understand that this is an entry level course and you may already be familiar with much that will be covered.
The purpose of this session is to help make learning financial jobs easier and more efficient. Topics covered include:
Where the University’s Money Comes From and Where It Goes
The Financial Decision-Making Hierarchy
How to Access Financial Data
UW Foundation Funds
Financial Training/Resources Available on Campus
This session is designed as a primer for employees new to financial roles on campus.
Roles and Courses Breakdown
Courses: ShopUW+ Foundations, ShopUW+ Process Updates, ShopUW+ Shopper Skills
Courses: ShopUW+ Foundations, ShopUW+ Process Updates, ShopUW+ Shopper Skills, ShopUW+ Requester Skills
Courses: ShopUW+ Foundations, ShopUW+ Process Updates, ShopUW+ Shopper Skills, ShopUW+ Requester Skills, Approver Skills
Use the link below to self-register for the appropriate courses.
The session provides an overview of the purchasing card program, guidelines for purchasing card use and account management, requirements for supporting documentation, cardholder and site manager responsibilities, and guidelines for purchasing card reconciliation. Applications may be submitted prior to attendance, but will not be processed until after the required training is complete.
Purchasing card applicants and individuals designated as purchasing card site managers