2033 E. Hartford Ave.
Engelmann 250
Milwaukee, WI 53211

Accounting Services Procedures


Procedures

2.1.1: Introduction to Accounting Services
2.2.1: Fund 101 Budget Administration
2.2.2: Department Action Request Form
2.2.4: Inter-Institutional Financial Transactions
2.2.5: Intra-Institutional Agreements
2.2.6: Obligation of Future Year Funding
2.2.7: Wisconsin Sales Tax
2.2.8: Accounting Closing Dates for Calendar Year
2.2.9: Fiscal Year End Calendar for Closing
2.2.13: Prior Year Purchase Orders
2.2.15: Purchases from Union/Dining Services
2.2.16: Employee Educational Assistance Tax Reporting
2.2.20: Professional Licenses
2.2.23: Credit Card Acceptance
2.2.24: View Employee Funding Data
2.2.25: View Funding Summary Report


Transfers

2.3.1: Budget Transfers
2.3.3: UWM Divisional Upload Transfers
2.3.4: Cash Transfers


Fee Remissions

2.5.1: Fee Remissions - Overview
2.5.2: Fee Remissions - Non-Resident
2.5.3: Other Non-Resident Tuition Remissions
2.5.4: Instructional and/or Segregated Fee Remissions
2.5.5: Procedures for Preparing Remissions


Shared Financial System

2.7.1: Shared Financial System Overview
2.7.2: Fund Codes
2.7.3: Program Codes
2.7.4: Department Codes
2.7.5: Account Codes
2.7.6: Class Codes
2.7.7: Journal Source Code Definitions


Capital Equipment Management

2.8.1: Capital Equipment - Item Definitions
2.8.2: Capital Equipment - Systems and Components
2.8.3: Capital Equipment - Campus Management Responsibility
2.8.4: Capital Equipment - Management Responsibilities
2.8.5: Capital Equipment (NEW) - Procedures for Inventory
2.8.6: Capital Equipment - Transferring or Loaning
2.8.7: Capital Equipment - Borrowing
2.8.8: Capital Equipment - Removal from the Campus
2.8.9: Capital Equipment - Sharing
2.8.10: Capital Equipment - Audits and Biennial Inventory
2.8.11: Capital Equipment - Storing, Trading and Cannibalizing
2.8.12: Capital Equipment - Art Objects
2.8.13: Capital Equipment - Federally Funded Equipment Screening Procedures