How to perform year-end processes to complete adjustments and prepare submissions for UW System Administration and External Auditors.
Information and dates also reflect Cutover content related to the Workday implementation.
Fiscal Year 2025 year-end timetable
FY 2025 Timetable for Processing Transactions
Watch FMM Recording: UW–Madison Cutover and Fiscal Year-end Dates for Workday (1/31/25) (video, 1 hour 32 minutes)
Dates are for receipt in Business Services and are subject to change.
Fiscal Year 2025 year-end reporting
Fiscal year-end reporting due dates
FY25 dates are not yet available.
| Submission | Due date |
|---|---|
| Accounts Receivable | — |
| Inventories | — |
| Fiduciary Activities (Agency Funds) | — |
| Prepaid, Deferred Charges & Outflows | — |
| Divisional Attestation | — |
Note: For all submissions, we will again use Google Docs for the Dean’s business office to upload their completed submissions. There will either be a separate folder or tab for each division. Please contact April Cook for access.
Training sessions / materials
Download the Basics of Fiscal Year-end Financial Reports Presentation (PDF)
Watch the training video “Basics of Fiscal Year-end Reporting”
Completing year-end roll forward adjustment request
Period 998 adjustment transactions are used to move SFS cash balances to the proper funding string for the new fiscal year operations. This guide will help you with the steps involved in preparing the form for any changes that need to be made from the current year end roll forward listing.
A journal entry, with a JR998 journal mask, is created to record this type of transaction. This entry will be posted in early August and creates your beginning balance in WISER.
- Complete the 998 Adjustment Request form.
- Email the form and supporting documentation to Accounting Services at journals@bussvc.wisc.edu.
- Journal entry is prepared and posted by business services.
Questions regarding this form can be directed to journals@bussvc.wisc.edu.
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