Business Services 'How To' Documents

'How To' pages give brief instructions for performing the most commonly used business functions at UW-Madison along with links to more detailed policy and procedure pages. Can't find what you need? Please suggest "How To" topics by emailing the webmaster.

Use the search above or the Alphabetical List below to find relevant 'How To' Documents:

A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S |T | U | V | W | X | Y | Z |

A

Accounts Payable: How to Approve an Accounts Payable Positive Approval Request
ACH: How to Notify Cash Management about Finding Deposited Checks, Wires and ACHs at UW - Madison
ACH: How to Notify Cash Management of Incoming Department Wire/ACH
Addresses: How to Change Your Personal Information for Payroll Purposes
Agent's: How to Find a Purchasing Services Agent
Alarm Systems: How to get an Alarm System Installed
Armored Car: How To Notify Cash Management of Armored Car Service Changes
Authorized: How to Get Authorized for WISDM
Automobile Accident: How to Report an Automobile Accident

B

Blanket Order: How to Set Up an External Contract Blanket Order
Blanket Order: How to Set Up a Specific Blanket Order
Buy: How to Determine if you May Purchase an Item on Your Own or if You Need Purchasing Services Involvement?

C

Cancellation Orders: How to Complete a Cancellation Order
Cash Advance: How to Request a Cash Advance (Traveler)
Cash Advance: How to Reconcile a Cash Advance (Traveler)
Cash Advance: How to Approve a Cash Advance (Approvers)
Cash Advance: How to Reconcile a Cash Advance (Auditors)
Cash Pick-Up: How To Notify Cash Management of Armored Car Service Changes
Catering: How to Obtain Catering Services for an Event
Cell Phone: How to Get a Cell Phone
Certificate: How to Check an Insurance Certificate
Change Order: How to Complete a Change Order
Check Handling: How to Process Vendor Refunds
Checks: How to Trace or Stop Payment for Non-Payroll Checks
CISI: How to Enroll in Study Abroad Insurance
Complaints: How to Handle a Vendor Non-Performance Complaint
Contract Blanket Order: How to Set Up an External Contract Blanket Order
Contracts: How to Use an Existing Purchasing Contract
Contracts: How to Get a Document Signed by a University Official
Continuing Order Requisition (COR): How to Correctly Handle a COR for External Blanket Orders
Copier: How to Purchase a Photocopier
Copying: How to Purchase a Printing or Copying Job
Cost Transfer: How to Complete Cost Transfer Request (Non-Salary) Non-Grant--any fund except 133 and 144
Credit Card: How to Request a Merchant ID for Face-to-Face/Counter Swipe/Telephone Sales Operations and Web-based/Internet Operations
Credit Reference: How to Get a Credit Reference for a Vendor
Crime: How to Report an Allegation of Misappropriation of University Assets

D

Delivery: How to Obtain Shipping Services at UW-Madison
Demonstration Equipment: How to Obtain Products or Equipment for Trial, Evaluation, Demonstration or Loan
Department Copy: How To Obtain a Department Copy of a Purchase Order
Deposit: How to Deposit Cash/Gifts Received as Gifts to the University
Deposit Pick-Up: How To Notify Cash Management of Armored Car Service Changes
Direct Deposit: How to Have Your Paycheck Direct Deposited to a Financial Institution
Direct Payments: How to Process Non-Requisition Payments
Disposal: How to Sell, Dispose of, or Trade In an Item or Piece of Equipment
Document Sales: How to Order from DOA Document Sales
Donations: How to Deposit Cash/Gifts Received as Gifts to the University
Draft: How to Make Foreign Payments by Wire or Draft
Drafts: How to Notify Cash Management of Outgoing Draft/Wire Payments
Drivers: How to Become Authorized to Drive University or State-Owned Vehicles

E

Earnings Statements: How to Obtain My Earnings Statements
Eligible Vendors: How to Determine if a Vendor is Ineligible
E-Mail: How to Change Your Personal Information for Payroll Purposes
Emergency: How to Get an Emergency Transaction (ET) Processed
Encumbrances: How to Find the Encumbrance Balance and Status (Open or Closed) of a Purchase Order (PO)
E-Pay: How to Request a Merchant ID for Face-to-Face/Counter Swipe/Telephone Sales Operations and Web-based/Internet Operations
Equipment Evaluation: How to Obtain Products or Equipment for Trial, Evaluation, Demonstration or Loan
e-Reimbursement: How to View e-Reimbursement Payment Information (Approval Roles)
e-Reimbursement: How to Request a Cash Advance (Traveler Role)
e-Reimbursement: How to Reconcile a Cash Advance in e-Reimbursement (Traveler Role)
e-Reimbursement: How to Approve a Cash Advance (Approver Role)
e-Reimbursement: How to Reconcile a Cash Advance in e-Reimbursement (Auditor Role)
e-Reimbursement: How to Identify the Funding String Applied to an e-Reimbursement Cash Advance
e-Reimbursement: How to Assign an Alternate in e-Reimbursement
e-Reimbursement: How to Allocate Expenses to the UW Foundation in e-Reimbursement
e-Reimbursement: How to Work with Travel Authorizations in e-Reimbursement
e-Reimbursement: How to Determine Mileage Reimbursement Rates in e-Reimbursement
e-Reimbursement: How to Request a Change in e-Reimbursement Approver/Auditor Assignments
e-Reimbursement: How to Work with My Corporate Card Expenses in e-Reimbursement
e-Reimbursement: How to Use the Receipt Split Function in e-Reimbursement
e-Reimbursement: How to Find an Employee or Non-Employee ID in e-Reimbursement
e-Reimbursement: How to Reassign Workflow in e-Reimbursement
e-Reimbursement: How to Sign into e-Reimbursement
e-Reimbursement: How to Make Changes to an Existing e-Reimbursement Profile for a Non-Employee
e-Reimbursement: How to Obtain an e-Reimbursement Profile for a Non-Employee
e-Reimbursement: How to Request a Wire Transfer for an e-Reimbursement Payment
e-Reimbursement: How to Review/Edit Profile Information in e-Reimbursement (Traveler Role)
e-Reimbursement: How to Approve Transactions in e-Reimbursement
e-Reimbursement: How to Approve Expense Reports for Individuals Who Report Directly to the Provost or Vice Chancellor for Finance and Administration (VCA)
e-Reimbursement: How to Work with Expense Reports in e-Reimbursement
e-Reimbursement: How to Route e-Reimbursement Payments to a Different Account than My Paycheck
Event: How to Obtain Catering Services for an Event
Exemption: How to Find Information on the University's Tax Exempt Status
Expenditures: How to Make Expenditures from UW Foundation Accounts
External: How to Prepare an External Requisition

F

Facsimile (Fax) Machine: How to Purchase a Facsimile (Fax) Machine
Financing: How to Secure Lease or Purchase Financing
Fire: How to Report a Property Claim
Food: How to Obtain Catering Services for an Event
Foreign Currency Payments: How to Make Foreign Payments by Wire or Draft
Foundation: How to Deposit Cash/Checks Received a Gifts to the University
Foundation: How to Allocate Expenses to the UW Foundation in e-Reimbursement
Foundation: How to Transfer Funds from UW Foundation to University Fund 233 Projects
Fraud: How to Report an Allegation of Misappropriation of University Assets

G

Gifts: How to Deposit Cash/Checks Received as Gifts to the University

H

Human: How to Pay Human Subjects

I

Ineligibility: How to Determine if a Vendor is Ineligible
Insurance: How to Report a Property Claim
Insurance: How to Report an Automobile Accident
Insurance: How to Check an Insurance Certificate
Insurance: How to Enroll in Study Abroad Insurance

J

Journal Entry: How to Use the Cost Transfer Workforce Tool

K

L

Lease: How to Rent or Lease a Vehicle
Lease: How to Secure Lease or Purchase Financing
Liability: How to Prepare a Basic Release of Liability
Loaner Equipment: How to Obtain Products or Equipment for Trial, Evaluation, Demonstration or Loan

M

Mailing: How to Obtain Shipping Services at UW-Madison
Merchant ID: How to Request a Merchant ID for Face-to-Face/Counter Swipe/Telephone Sales Operations and Web-based/Internet Operations
Minority Business Enterprise: How to Find a Minority Vendor
Misappropriation: How to Report an Allegation of Misappropriation of University Assets
MD Number: How to Purchase from The University Book Store
MDS: How to Order From Materials Distribution Services (MDS)

N

Non-Requisition Payments: How to Process Non-Requisition Payments Under $5000
Non-Resident Alien: How To Determine Which Tax Related Documents are Required When Making Non-Payroll Payments at UW-Madison
Non-Resident Alien: How to Obtain/Apply for a Taxpayer Identification Number for Non-Resident Aliens
Non-Salary Cost Transfer: How to Complete Cost Transfer Request (Non-Salary) Non-Grant--any fund except 133 and 144

O

Online Account Information: How to Access Travel Card Account Information Online
Order: How to Order From Materials Distribution Services (MDS)
Order: How to Complete a Cancellation Order
Order: How to Complete a Change Order
Order: How to Set Up an External Contract Blanket Order
Order: How to Set Up a Specific Blanket Order

P

Payment: How to Pay Human Subjects
Payment: How to Make Foreign Payments by Wire or Draft
Payment: How To Determine Which Tax Related Documents are Required When Making Non-Payroll Payments at UW-Madison
Payment: How to Obtain/Apply for a Taxpayer Identification Number for Non-Resident Aliens
Payroll Check: How to Have Your Paycheck Direct Deposited to a Financial Institution
Payroll Check: How to Obtain My Earnings Statement
Personal Information: How to Change Your Personal Information for Payroll Purposes
Phone Number: How to Change Your Personal Information for Payroll Purposes
Photocopier: How to Purchase a Photocopier
Printing: How to Purchase a Printing or Copying Job
Positive Approval: How to Approve an Accounts Payable Positive Approval Request
Process: How to Prepare an External Requisition
Property: How to Report a Property Claim
Property Disposal: How to Sell, Dispose of, or Trade In an Item or Piece of Equipment
Purchase Order: How to Close Purchase Orders (POs)
Purchase Order: How To Obtain a Department Copy of a Purchase Order
Purchase Order: How To Find the Encumbrance Balance and Status (Open or Closed) of a Purchase Order (PO)
Purchases: How to Secure Lease or Purchase Financing
Purchases: How to Purchase Goods and Services at the University of Wisconsin-Madison
Purchasing: How to Find a Minority Vendor
Purchasing: How to Find a Purchasing Services Agent
Purchasing: How to Determine if You May Purchase an Item on Your Own or If You Need Purchasing Services Involvement?
Purchasing Card: How to Find Purchasing Card Transactions on WISDM
Purchasing Card: How to Handle Unrecognizable Purchasing Card Charges
Purchasing Card: How to follow up on Cardholder Noncompliance
Purchasing Card: How to Obtain a Purchasing Travel Card
Purchasing Card: How to Obtain a PVS Net Logon

Q

R

Reimbursement: How to Obtain Reimbursement for Job Training/Career Education Expenses
Reimbursement: How to Determine what to Enter in the Taxpayer ID# Field of a Direct Payment for Employee Reimbursement (ER)
Release of Liability: How to Prepare a Basic Release of Liability
Relocation Expenses: How to Process Relocation Expenses
Rent: How to Rent or Lease a Vehicle
Requisition: How to Use the Requisition & Number Generator in My UW
Requisition: How to Get an Emergency Transaction (ET) Processed
Requisition: How to Track the Path of an External Requisition
Requisition: How to Set Up an External Contract Blanket Order
Requisition: How to Prepare an External Requisition
Requisition: How to Complete a Cancellation Order
Requisition: How to Correctly Handle a Continuing Order Requisition (COR) for External Blanket Orders
Requisition: How to Complete a Change Order
Requisition: How to Set Up a Specific Blanket Order
Research: How to Pay Human Subjects
Returns: How to Return Purchases to an External Vendor
Returns: How to Return Purchases to MDS (Including Prime Vendors-Office Depot, Fisher Scientific and Grainger)

S

Sale: How to Sell, Dispose of, or Trade In an Item or Piece of Equipment
Security Systems: How to Get an Alarm System Installed
Sell: How to Sell, Dispose of, or Trade In an Item or Piece of Equipment
Services: How to Purchase Goods and Services at the University of Wisconsin-Madison
Shipping: How to Obtain Shipping Services at UW-Madison
Shipping: How to Ship a Package Using United Parcel Service (UPS) through MDS
Shipping: How to Ship UPS with your Purchasing Card
Signature: How to Get a Document Signed by a University Official
Specific Blanket Order: How to Set Up a Specific Blanket Order
Study Abroad: How to Enroll in Study Abroad Insurance

T

Tax: How to Find Information on the University's Tax Exempt Status
Tax: How To Determine Which Tax Related Documents are Required When Making Non-Payroll Payments at UW-Madison
Tax: How to Obtain/Apply for a Taxpayer Identification Number for Non-Resident Aliens
Theft: How to Report a Property Claim
Track: How to Track the Path of an External Requisition
Trade In: How to Sell, Dispose of, or Trade In an Item or Piece of Equipment
Transfer: How to Use the Cost Transfer Workflow Tool
Training: How to Obtain Reimbursement for Job Training/Career Education Expenses
Travel: How to Create an Expense Report for Yourself
Travel: How to Create an Expense Report for Someone Else
Travel: How to Modify an Expense Report
Travel: How to Add Corporate Card Receipts to an Expense Report
Travel: How to Review/Modify Corporate Card Receipts in My Wallet
Travel: How to Split Receipt with Another Expense Type
Travel: How to Split Receipt for Reimbursable and Non-Reimbursable Expense
Travel: How to Reassign My Workflow to Another Approver or Auditor
Travel: How to Reassign Workflow to Me
Travel: How to Approve and Expense Report
Travel: How to Assign an Alternate
Travel: How to Allocate Expenses to the UW Foundation in e-Reimbursement
Trial: How to Obtain Products or Equipment for Trial, Evaluation, Demonstration or Loan
Transaction: How to Get an Emergency Transaction (ET) Processed
Travel Card: How to Access Travel Card Account Information Online

U

Unidentified Deposit List: How to Notify Cash Management about Finding Deposited Checks, Wires and ACHs at UW - Madison
University Book Store: How to Purchase from The University Book Store
UPS: How to Ship a Package Using United Parcel Service (UPS) through MDS
UPS: How to Obtain Shipping Services at UW-Madison
UPS: How to Ship UPS with your Purchasing Card

V

Vehicle: How to Rent or Lease a Vehicle
Vendors: How to Find a Minority Vendor
Vendors: How to Determine if a Vendor is Ineligible
Vendors: How to Handle a Vendor Non-Performance Complaint
Vendor Refunds: How to Process Vendor Refunds

W

X

Y

Z