Navigating UW-Madison’s financial systems through processing and reporting of accounting data.
How to pay different departments, use custodian funds, manage cash, year-end accounting, use funding codes/strings and tax information.
UW’s financial systems
The basics of how systems interact and how to make sure the proper accounting methods are used. The Shared Financial System is sometime referred to as “SFS.”
Funding codes and strings
Essential elements of how UW-Madison transacts business. Codes are individual components of a larger string, that channels transactions.
Tax compliance and reporting
Affecting most purchasing and accounting functions by advancing compliance with the federal and state tax laws.
Recording and maintaining information about UW-Madison capital equipment acquisitions, both Federally and University titled.
Used to manage departmental cash flows and pay research participants. There are two categories: Business and Research.
How to accurately account for month-end charges such as fringe allocations, terminal leave allocations, and tuition remission charges at UW-Madison.
Completed in the Shared Financial System (SFS) in July. Transactions from campus are submitted to ensure processing in the correct fiscal year.
Revenue and Expense Transfers
Learn how to transfer money to a different UW-Madison department or a different UW institution..
Maintaining and Closing Projects
Learn how to use project identifications (or IDs) to accurately complete accounting practices at UW-Madison.
This department provides accounts receivable services, including analysis and collection services for UW Madison units which sell goods and services.
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Cost Transfer Tool
The cost transfer tool is a web-based form and routing system used to process both salary and non-salary cost transfers. Learn more
21 N. Park Street
Madison, WI 53715-1218
(608) 262-5060 (Controller’s Office)
(608) 262-9681 (File Room)
(608) 265-9035 (Vendor Relations)