Financial Management Meeting Agenda and Website Development, Study notes of Financial Statement Analysis

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• April 9,

Agenda

Welcome/Introductions Dan Langer 5 minutes Preview: New Business Services Website Amy Ferguson 30 minutes UPS Campus Ship Program Jennifer Roltgen 10 minutes Marty Rostermundt Purchase Order Invoice Submission Jennifer Roltgen 10 minutes and Positive Approval Payment Updates Mark Domaszek 10 minutes Accounts Receivable and Billing Rochelle Cushman 15 minutes Tricia Johnson Cost Transfer Tool Amy Rognsvoog 15 minutes Property Control Workflow John Jameson

Bradley Thomas Marketing & CMS Specialist, Sr. Division of Business Services Michelle Bacon University Relations Specialist Division of Business Services Adam Hills-Meyer Content Strategist, Center for Digital Accessibility & User Experience DoIT Jessica Jones Team Lead, Center for Digital Accessibility & User Experience DoIT Amy Ferguson Director of CMCT Division of Business Services Core Team

Current Website and Reasons for Change

• People could not find content on the old site and it required the user to know what department housed the content. This is not how users use the web.
• Did not meet ADA accessibility standards
• Was not mobile friendly, which hurts usability and SEO (search engine optimization)
• The website contained more than 1,000 pages
• Website was outdated. UW websites have a new look and theme.

Division of Business Services Content Experts Asset Management April Cook Rochelle Cushman Amy Rognsvoog Disbursements Frank Austin Graig Brooks Mark Domaszek Meghann Grove Rusty Haines Roseanne Hatfield Tax Compliance José Carus Financial Reporting, Analysis and Systems Lana Becker Erik Danielson Lea Erickson John Jameson Simi Ragha Bursar’s Office Nicole Christianson Priya Rajani Cathy Stamm Purchasing Doreen Forslund Lyman Fuson Carla Parker Lori Pulvermacher Sarah Martin Marty Rostermundt Casey Wampler Risk Management Gwen Ezell Jeff Karcher

Campus Advisory Group Sandy Fowler, College of Agricultural & Life Sciences Jenny Hackel, Space Science & Engineering Michelle Massen, Letters and Science Mehdi Rezai, Letters and Science Russell Schwalbe, VC for Research and Graduate Education Angela Seitler, College of Agricultural & Life Sciences Melissa Steinl, Space Science & Engineering

Demonstration

Travel

Purchasing Card

Gifts

UPS

Jennifer Roltgen, Accounting Services Marty, Rostermundt, Purchasing Services

• Frequently asked questions
• UPS representative contact information
• UPS tracking and customer service contact information
• UPS Campus Ship User Setup Form Please fill this form out before you want to ship a package

Purchase Order Invoice Submission and Positive Approval Jennifer Roltgen Accounting Services

Purchase Order Invoice Submission (Cont.)

Important Information for Suppliers To ensure prompt payment of invoices, they must be submitted to : The University of Wisconsin-Madison Accounts Payable 21 North Park Street, Suite 5301 Madison, WI 53715- 1218 Or emailed to: AP-invoices@bussvc.wisc.edu This is an unattended automated email box, so do not send invoice inquiries to this address. Purchase Order numbers must be included on every invoice. Each unique invoice must be submitted as a unique PDF. Do not combine multiple invoices into a single PDF. Invoice inquires should be sent to: uwmsnap@bussvc.wisc.edu Do not send invoices to the ordering department, order inquiry address, or the delivery address as this will delay payment of your invoice.

• Invoices received on campus are to be paid within 30 days per State Statute 16.528 or we owe interest
• Reduction of duplicate invoices
• Purchase Orders can be set up for Positive Approval
• Invoices are viewable in WISDM
• Some exceptions are: Delegated Audit Agreement with Accounts Payable, invoices over 30 days old

Purchase Order Invoice Submission (Cont.)

Positive Approval

• Positive Approval email asks if this is the final

payment

• Make notes on the image if it’s the final payment

Payment Updates

Mark Domaszek Accounting Services – Disbursements