On July 1, 2024, travel bookings managed by the Universities of Wisconsin required contracted vendor, Travel Incorporated, will be transitioned to Fox World Travel. Learn more on the TravelWIse agency transition webpage, which includes transition-specific webinar registration.
Disbursements
3024.9 Expense Report Review and Approval Procedure (for Approvers and Auditors)
This procedure explains how to review and approval expense reports in e-Reimbursement, the Expense module of the Shared Financial System (SFS), from the perspective of an approver or auditor.
3079.1 Processing a Relocation Stipend Procedure
The University of Wisconsin–Madison allows units to pay relocation stipends for new and presently employed personnel assigned to new locations by transfer or promotion, in accordance with IRS regulations. This procedure documents steps to complete two payment options; via the Human Resource System (HRS/Payroll) or the Shared Financial System (SFS / E-Reimbursement).
Bundy, Katrina
Travel Policy Updates – Fall 2023
Various elements of UW–Madison travel policies and web content needed changing to match UW System policy and other important changes (i.e., vehicle contract changes). Noted changes are effective immediately.
Travel and Expense Reimbursement Updates – July 2023
Several travel and expense policy changes went into effect July 1, 2023. The modified policies include Air Travel, Vehicle Use/Rental, and Official Functions and Expenses. Additionally, new student lodging account codes and expense type are now in production.
New UW-Madison Travel Manager
The Travel and Card Team is excited to welcome Terry Wilson as our new Travel Manager! Terry joins us from Fox World Travel where he spent the last nine years in project management and after-hours …
Purchasing Card News – April 2022
Purchasing Card (P-card) newsletter for April 2022. Info includes: updates fiscal year-end, more approvals required for single purchase increase limits greater than $5000, and audit findings.
Purchasing Card Post-System Close Reconciliation Form
The Purchasing Card Post-System Close reconciliation form is used to document purchasing card reconciliation when a transaction was not reconciled within 30 days and then posted to the general ledger without required cardholder verification and site manager approval.
Business Meal Calculator
Worksheet used to help determine the amount of money possible to refund for business meal expenses.