Fiscal Management

This session is a procedural “how-to” for using e-Reimbursement as an approver or auditor. It will show how to approve/deny/send back expense reports, how to use SFS queries and resources, and provide information for online resources.

This session is procedural only. For policy training, see Expense Reimbursement and Travel Policy Training.
For traveler/alternate procedural training, see Using e-Reimbursement – Traveler/Alternate Training.

This session is recommended for all e-Reimbursement approvers and auditors.

This session is a procedural “how-to” for using e-Reimbursement as a traveler or alternate. It will show how to create an expense report, assign an alternate, and review pending/completed expense reports as well as provide information for online resources.

This session is procedural only. For policy training, see Expense Reimbursement and Travel Policy Training.
For approver/auditor procedural training, see Using e-Reimbursement – Approver/Auditor Training.

This session is recommended for frequent travelers and alternates.

In this interactive discussion, attendees will learn about the PCI compliance process, how this compliance initiative will affect their business practices and processes, and how they can help their department/division avoid serious financial exposure by meeting and adhering to the PCI Data Security Standard.

Please contact PCI-Help@bussvc.wisc.edu for further information.

NOTE: For the health, safety, and convenience of everyone, this training will be conducted virtually instead of in-person at the date/time indicated. All who have registered will receive a meeting invite at least two business days in advance of the session. If you would like to register after the registration deadline, please contact dawn.rekoske@wisc.edu.

This session is for DBRs and PCI Site Managers for NEW credit card merchant accounts, or who are NEW to their position and have not previously attended Merchant Card Processing (DBR and Site Manager PCI Compliance) in a previous year.

This is a self-paced course intended to be taken after completing the basic Custodian Funds Canvas course.

All individuals with a Reconciler role for a Custodian Fund bank account are required to complete this training. It is optional for Custodians of Custodian Fund bank accounts.

This is a self-paced course in Canvas that you may complete anytime at your convenience.

The course provides background information on Custodian Funds, information on the various types of Custodian Funds, and Custodian Fund procedures such as opening and closing procedures and reconciliation procedures.

All individuals involved with the management and control of Custodian Funds are required to complete it.

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 session covers policies related to expense reporting, traveling, and commonly reimbursed non-travel expenses.

This session is policy only. For e-Reimbursement procedural training, see either:
Using e-Reimbursement – Traveler/Alternate Training
Using e-Reimbursement – Approver/Auditor Training

This session is required for e-Reimbursement approvers and auditors. This session is recommended for frequent travelers, e-Reimbursement alternates, travel arrangers, and others tasked with enforcing travel and reimbursement policies. This session can serve as a refresher training for current approvers and auditors.

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:
• Navigation
• 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

Funding Strings

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

Role: Shopper
Courses: ShopUW+ Foundations, ShopUW+ Process Updates, ShopUW+ Shopper Skills

Role: Requester
Courses: ShopUW+ Foundations, ShopUW+ Process Updates, ShopUW+ Shopper Skills, ShopUW+ Requester Skills

Role: Approver
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