University of Wisconsin-Madison

Step 1
CashNet Login

• CashNet website;
• Recommend using Internet Explorer vs. Firefox.
• Fill in the operator ID.
• Password: You will be required to change your temporary password the first time you log in.
• Fill in the station.
  You will be given your operator ID, temporary password and station ID by Business Services.
• If you experience any problems logging in, contact CashNet-Help@bussvc.wisc.edu.

• Navigate to Find Transactions and Reports from the home page.

Step 3
Find Transactions

• Department–will be filled in
• Fill in the station code
• Search can be done by:
  Actual dates-Fill in the start date and the end date by clicking on the calendar. (Calendar not visible in Firefox)
• Leaving the date fields blank, will result in viewing all transactions from start to the current date
• Transaction Number
  Status-Check all boxes except memo and no sale
• Closed=Transaction is completed
• Cancelled=Transaction failed
• Void=Transaction has been voided
• No action is necessary for Source
• Click Find

Step 4
Find Transactions-Results

• This page displays the results from Find Transactions.

Transaction Detail

• Transactions can be voided or refunded from this page.
• Void-can be done before the batch closes at approximately 11:50 PM Central time

Voided Transaction

• The transaction will not appear in the credit card if it has been voided.

Refund of a Transaction

• To refund all, click the ‘Refund all’ button on the top right corner and hit process.
• To refund partial amount, enter the amount in Refund now and hit process

Reports

• Click ‘Reports’ for a list of available reports in Cashnet.
  Under ‘Paid Items Reports’
• Click on ‘Daily Paid Item Report,Order#,Name and Amount’

Report-Detail

• Select the time frame for the report. Example-today, last month, or custom and complete the to and from dates.
• Select format, if a format other than pdf is needed and hit export to file.
• Hit refresh
  To change criteria hit the customize button

To Change Criteria for Reports

• Complete the following fields- Duration and Date Range
• Date Type-Click Actual
• Transaction Status- Check Completed-to see successful transactions
• Cancelled-for transactions that failed
• Voided-for transactions that have been voided
• Complete Merchant code-this will be the same as your Department code
• Click OK

Daily Paid Item Report, Order Number, Name, and Amount

• This report will provide the following data
• Transaction Number
• Order number
• Name
• Location
• Date of transaction
• Time of transaction
• Amount