Purchasing Cardholders, Site Managers and Divisional Business Office Leadership, In conjunction with UW System Administration and UW Oshkosh, UW Madison staff have been working to implement the purchasing card module of PeopleSoft (SFS) for purchasing …
Disbursements
Purchasing Low-Dollar Office Supplies while Telecommuting
Post updated 2/7/22 While most UW-Madison employees are now working remotely, it is understood there may be a need for low-dollar, office supply-type purchases at remote work locations. Employees should purchase necessary supplies through ShopUW+ …
Blanket Business Case Exceptions related to COVID-19
Effective March 12, 2020, the State Bureau of Procurement (SBOP) implemented a blanket business case exception for those products needed to support agency preparedness measures in response to COVID-19. This blanket business case exception applies …
Purchasing Card News – November 2019
Spread the Word! This communication was distributed to the UW-Madison Purchasing Card Site Manager list. To ensure our users stay informed, please forward this email to your cardholders and other staff as appropriate. We appreciate …
Purchasing Card News – September 2019
September 2019 Spread the Word! This communication was distributed to the UW-Madison Purchasing Card Site Manager list. To ensure our users stay informed, please forward this email to your cardholders and other staff as appropriate. …
Department Purchasing Card Pre-Authorization Form
Department Purchasing Card Pre-Authorization Form – Purchasing Card related. This form must be completed prior to requesting the Department Card for approved purchases.
3025.2 Cash Advance Approval Process and Reconciliation
How to approve and reconcile a cash advance. Spend Authorizations for Cash Advance requests are submitted via Workday Expenses. Cash Advance requests are approved by a Driver Worktag Manager and an Expense Advance Repayment Specialist. Employee travelers must fully reconcile Cash Advances within 30 days of the end of the trip.
3025.1 How to Obtain and Reconcile a Cash Advance (Employee Traveler)
How to obtain and reconcile a cash advance (employee traveler).
3024.5 How to Create, View, and Update External Committee Member Profiles in Workday
Procedure on the different ways non-employees AKA External Committee Members can be reimbursed for out-of-pocket travel and business expenses through Workday Expenses. Expense Data Entry Specialists request profiles for new External Committee Members and then create and submit expense reports on their behalf. ECMs will receive a mailed check for payment unless the payment method is modified to wire transfer on the expense report.
3024.4 Working with Shared Liability Card Transactions in Workday Expenses
This procedure details how to use Workday Expenses to account for your Shared Liability Card activity.