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.
View FY25 Timetable (Google Sheets)
Fiscal Year 2025 year-end reporting
Fiscal year-end reporting due dates
| Submission | Due date |
|---|---|
| Accounts Receivable | July 16 |
| Inventories | July 18 |
| Prepaid, Deferred Charges & Outflows | August 6 |
| Fiduciary Activities (Agency Funds) | August 8 |
| Divisional Attestation | August 29 |
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 2025 Basics of Fiscal Year-end Financial Reports Presentation (PDF)
Watch the “Basics of Fiscal Year-end Reporting” 2025 training video – from June 2, 2025 training session
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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Madison, WI 53715-1218
(608) 262-5748
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