Skip to main content
COVID-19 updates from UW-Eau Claire   READ MORE »

FAQs

Frequently asked questions regarding purchasing, funds, and expenses

Common questions the Accounts Payable Team hears are listed here with answers.

  1. Don’t submit an invoice payment request to both Foundation and the University.
  2. If the University can legitimately purchase the item(s) you need, purchase them as normal but charge the purchase to one of the following funds: 133 or 233.  You can then request Foundation to reimburse this funding string for the item(s) purchased.
  3. To request a reimbursement from the Foundation, log into Expense Management using your UWEC login credentials at www.Blackbaud.com.  If you do not have access to Expense Management, please complete the “Expense Management” security request e-form found under Development Alumni Relations. Contact foundation@uwec.edu for help.

During normal processing times of year, please allow a minimum of 1-2 weeks for your request to be processed.

Unacceptable items to purchase using University funds include:

  1. Office hand sanitizer
  2. Tissues
  3. Personal phone chargers
  4. Picture frames (unless used as part of an award)
  5. Welcome gifts/flowers/plants
  6. Cards of any type (Thank you, Birthday, Sympathy, etc.)
  7. Break room supplies such as paper plates, spoons, forks, napkins, etc.

You may purchase clothing for your staff only when it is a necessary requirement to perform their job.  Clothing must:

  • Identify individual as UWEC staff
  • Include the University’s logo
  • Be nonconvertible to everyday wear
  • Be pre-approved in writing from the Assistant Controller or Controller (this needs to accompany your payment request and/or pcard log)

Ideally, clothing would be turned back in after use to be reused in the future.  Once approved, contact the Purchasing Department at extension 5171 or purchasing@uwec.edu to find out which vendor you need to go through when placing your order.

Fill out a new e-form.

  • Be sure to include the PO# on the upper left top portion
  • Fill out the requisition as you normally would, indicating in the notes that it’s a change order
  • Include the amount that you would like to increase the PO by

Fill out an expenditure/revenue transfer form and send to Kiana Killinger in University Accounting.

  1. Checks are normally printed by 10:00 AM and ready for pickup at noon. 
  2. Checks can be cashed the day after they are printed. The print date is on the check.
  1. W9s are required for any entity receiving payment from the University.  W9s provide the necessary information for year-end tax reporting to the IRS.
  2. Accounts Payable needs an updated W9 any time the information provided changes and/or every other year to keep our records updated.
  3.  UW System requires using a 2017 or newer version of the W-9 form. The form must be signed with an original handwritten signature and the form must be dated with-in 2 years of receipt. 

Student organizations can be reimbursed for expenses/items purchased with their club account. The department should submit a memo, such as this,( "C:\Users\kuberrca\Desktop\MEMO example.docx") requesting the reimbursement. The reimbursement request must include:

  1. The club to be reimbursed
  2. The amount to reimburse
  3. The department account to pay from
  4. Signature of an account authorizer
  5. Original receipts
  6. Current W-9 for the club must be on file in Accounts Payable
  • Once an invoice has been processed, it will appear on WISDM the following day. This is also the same day your check will be available.
  • Login to WISDM to view your account
    • Department > Search > Dept Line: [Department #]
    • If your account has a project number associated with it then: Project > Project Search > Project ID line: [enter Project ID]
  • If your invoice is not showing as having been processed on WISDM, you may also reach out to our A/P Staff.  To assist you with tracking down the invoice, please see our staff page and contact the member who handles this invoice type.

No – an honorarium payment (via PIR) can include travel, food, etc.  HOWEVER, this will be taxable to the individual whereas a TER is non-taxable for the individual.  It is advised to fill out a PIR for the honorarium portion and a separate TER for the travel and food expenses.

  • Review invoice to make sure it is accurate and that the product received is as expected as terms agreed upon during purchase.
  • Once invoice is accurate and approved, forward the invoice on to Accounts Payable through the appropriate route as soon as possible since Accounts Payable doesn’t receive a second copy from the vendor (include an approval “ok to pay” note for faster processing).
  • Save a copy of the invoice for your records if desired.

Email any member of the Accounts Payable team and they will be able to pull a copy of any previously processed invoice.

You can check WISDM for a specific payment, the invoice will be attached to that payment in the associated documents section in the upper right hand corner.

  • Check WISDM to verify the payment isn’t posted.
  • Email Accounts Payable to see if the invoice is still in processing.
  • Request an additional invoice from the vendor to be sent to Accounts Payable if necessary.

Yes. You can find it here: "S:\AccountsPayable\Contracts\UWEC Contract 2014.docx""

 

You must request your stipend through our e-reimbursement tool as it does not automatically generate.  Firstsource can walk you through this process.  Their number is 715-836-3131.  Once your request has been approved by UW-System, you will receive payment generally in 4-6 business days.

We want to hear from you

Please enter your name

Please enter a valid email address

Please enter a valid phone number

Please enter a message