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Financial Management
Login     Home Saturday, May 30, 2020   

NEW in FY20


Facilities Planning & Management (FP&M) has moved it's Physical Plant (B#) and Helium (HE#) customer numbers to a new financial system. You will no longer be able to manage these customer numbers here. For now you will need to fill out our Customer Number Request/Update Form so that we can manage them on your behalf. You can find this form and additional information on our Facility Manager Tools page: https://facilities.fpm.wisc.edu/facility-manager-tools/. If you have any questions please contact us at: fpmbop@fpm.wisc.edu 


We are also pleased to announce that the first Physical Plant billing file was generated by AssetWorks and posted to SFS on Friday, August 30, 2019. This billing file covered transactions dated between June 23 and August 25, 2019.  Customer statements were emailed to one primary Divisional Financial contact. 

 For those staff members who would like request access to AssetWorks, please download the Authorization form here using a browser such as Chrome or Firefox (Internet Explorer is not supported): Assetworks Authorization Form.pdf, fill out this form and get your supervisor's and Dean's office signatures and save the file. Then go to the ReADY website here: https://wiscready.assetworks.cloud/click on this icon and follow the directions to get access to Assetworks. 

 

Note: The Financial Management Portal will remain available for historic (prior to June 23rd, 2019) Physical Plant (B#) and Helium (HE#) service billing information and for all current/historic Transportation Services (TS#), Fleet (T#), EHS-CORD (SD#), EHS-BSC (EHS#), and AIMS billing data.

Welcome to the Financial Management Portal

Here campus customers will be able to create, view, and manage FP&M cost centers. New features include split funding, financial contact delegation, expanded and improved billing statements for Car Fleet, CORD, Transportation Services, and some EHS (Environmental Health & Safety) charges.  ***Physical Plant (B#) and Helium (HE#) customer numbers need to be managed via the new AssetWorks system.

Navigation: click on the white words in the black horizontal menu bar directly beneath the title Financial Management

My Funding - This is where you create a new cost center.  You also will see a grid of all your existing cost centers.  You can edit existing cost centers by clicking on the pencil to the left of the cost center column.

Billing Search - where you can find the detail behind your charges.  If you use WISDM, the easiest search is to enter the 6 digit number in the PO field of WISDM as the Transaction number on this page.

Delegation - where you can assign other people to be able to view and edit your cost centers.


Recent Billing Postings

***Scroll down to see instructions on how to view the detail behind these charges from WISDM.

 

Billing Month Physical Plant Fleet Transportation Services EHS-CORD EHS-BioSafety Cabinets
 April 2020 (5/1/2020) posted to WISDM on:     4/28/2020 5/28/2020 5/22/2020  5/7/2020  5/13/2020
 March 2020 (4/1/2020) posted to WISDM on:     3/27/2020  4/15/2020  4/24/2020  4/14/2020 4/14/2020
 February 2020 (3/1/2020) posted to WISDM on:     2/27/2020 3/13/2020 3/13/2020     3/16/2020 3/13/2020
 January 2020 (2/1/2020) posted to WISDM on:     1/30/2020     2/13/2020  2/14/2020 2/12/2020  2/13/2020
December 2019 (1/1/2020) posted to WISDM on:  12/30/19  1/13/2020 1/13/2020 1/14/2020 1/13/2020
 November 2019 (12/1/19) posted to WISDM on:  11/27/19  12/12/19  12/12/19  12/17/19  12/12/19
 October 2019 (11/1/19) posted to WISDM on:  10/31/19  11/13/19  11/15/19  11/20/19  11/13/19
 September 2019 (10/1/19) posted to WISDM on:  10/3/19  10/14/19  10/29/19  10/24/19  10/15/19
 August 2019 (9/1/19) posted to WISDM on:  8/30/19  9/16/19 9/16/19 9/16/19 9/16/19
 July 2019 (8/1/19) posted to WISDM on:

 8/30/19

**DELAYED DUE TO ASSETWORKS IMPLEMENTATION** ESTIMATE FIRST WEEK OF SEPTEMBER FOR JULY & AUGUST BILLINGS

 8/19/19  8/9/19  8/6/19  8/13/19
 June 2019 (6/30/19) posted to WISDM on:  6/24/19  7/8/19 7/3/19  7/1/19  6/21/19

 

 Anticipated billing dates for the Physical Plant billing in Fiscal Year 2020 are shown below. 

MONTH TRANSACTION DATE DEADLINES DATE BILLING FILE CREATED DATE FILE WILL BE AVAILABLE IN SFS DATE STATEMENTS EMAILED 
October 10/01/2019-10/28/2019 10/29/2019 10/31/2019  10/31/2019
November 10/29/2019-11/25/2019 11/26/2019 11/29/2019  11/29/2019
December 11/26/2019-12/28/2019 12/30/2019 12/31/2019  12/31/2019
January 12/29/2019-01/28/2020 01/29/2020 01/31/2020  01/31/2020
February 01/29/2020-02/25/2020 02/26/2020 02/28/2020  02/28/2020
March 02/26/2020-03/26/2020 03/27/2020 03/31/2020  03/31/2020
April 03/26/2020-04/27/2020 04/28/2020 04/30/2020  04/30/2020
May 04/28/2020-05/26/2020 05/27/2020 05/29/2020  05/29/2020
June 05/27/2020-? Dependent on FY end calendar

To view charges seen in WISDM:
1. Make note of the 6 digit Transaction number found in the PO field and Description field of WISDM.
***Physical Plant and Helium charges can no longer be viewed this way (7/1/19)
2. Go to https://www.fpm.wisc.edu/administrativebilling/BillingSearch/tabid/94/Default.aspx. You may need to enter your net id.
3. Click on  on the black horizontal menu bar.
4. Click on 
5. Enter the 6 digit transaction number.
6. Click on   (to view in Statement format) or  (to  view as an Excel spreadsheet).


If you have questions or comments about the billing, please feel free to contact:
Dawn Ness: dawn.ness@wisc.edu

Contact Us:

We ask that you please email fpmbop@fpm.wisc.edu with all non-urgent  requests as this email inbox is monitored daily by all staff and will give us time to research your questions before responding. If you need additional assistance please feel free to contact one of the staff members below:

Dawn Ness

BOP Director

dawn.ness@wisc.edu

265-4215
Jennifer Horsfall
(Financial Specialist)
jennifer.horsfall@wisc.edu
890-0941
Art Schubring
(Financial Specialist)
art.schubring@wisc.edu 262-1114

 



2020 University of Wisconsin- Administrative Information Management Services
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