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.
Accounting Functions
Workday Financial Accounting
How to adjust, transfer, or manually record revenue or expenditures in Workday. Includes journal and source information.
Using the Workday FDM
Essential elements of how UW–Madison transacts business. Historical information about the WISER Chart of Accounts (funding strings, codes).
Tax compliance and reporting
Affecting most purchasing and accounting functions by advancing compliance with the federal and state tax laws.
Capital Equipment
Recording and maintaining information about UW–Madison capital equipment acquisitions, both federally and university titled.
Custodian Funds
Used to manage departmental cash flows and pay research participants. There are two categories: Business and Research.
Month-End Accounting
How to accurately account for month-end charges such as fringe allocations, terminal leave allocations, and tuition remission charges at UW–Madison.
Year-End Accounting
Completed 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.
Accounts Receivable
and Billing
This department provides accounts receivable services, including analysis and collection services for UW–Madison units which sell goods and services.
Tools
This is an accordion element with a series of buttons that open and close related content panels.
WISER
- Log on to WISER
- WISER Access Authorization Form
- UW System WISER Training Videos
- Understanding Journal Types
WISER Training and Resources
The link below will take you to all of the following classes:
- Introduction to WISER
- WISER for WISDM Users
- RED: Highlights for WISER Projects for Grants Management
- RED: WISER for Grants Management
View WISER class dates and times
View additional information about WISER and other financial systems
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 about the cost transfer tool
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Contact
Accounting Services
21 N. Park Street
Madison, WI 53715-1218
(608) 262-5748
Fax:
(608) 262-5060 – Controller’s Office
(608) 262-9681 – File Room
(608) 265-9035 – Vendor Relations