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Financial Management
Login     Home Tuesday, June 28, 2022   

NEW INFORMATION

The Financial Management Portal contains historical data only for Physical Plant, Bio Safety Cabinet Program, Helium Charges, and CORD.  You will no longer be able to update customer numbers/cost centers in this portal for those billing units.  To update funding on a current B, EHS-Bio Safety Cabinets, HE customer numbers or EHS-CORD, please complete a funding update form located at https://facilities.fpm.wisc.edu/customer-number-form/

To obtain financial information for Physical Plant, Bio-Safety Cabinet Program, Helium Charges and EHS-CORD, you must log into AssetWorks.  If you do not have access please submit a request through  https://wiscready.assetworks.cloud/

There are no changes for Transportation Services or Fleet and the portal will continue to be used.

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 and Transportation Services, and some EHS (Environmental Health & Safety) charges.  ***Physical Plant (B#), Helium (HE#), BioSafety Cabinet (EHS#) and CORD (SD#) 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 Fleet Transportation Services
June 2022 UW Admin Fee 06/13/2022 JRB0386704  
May 2022

May WEX Gas Station 6/7/2022 JRB0385911

May Fleet Billing 06/16/2022 JRB0387308

6/1/2022 JRB0385227
April 2022

April Fleet Billing 5/13/2022 JRB0383182

April WEX Gas Station 5/20/2022 JRB0383933

5/2/2022 JRB0381778
March 2022

March Fleet Billing 4/12/2022 JRB0379584

March WEX Gas Station 4/29/2022 JRB0381655

4/1/2022 JRB0378567
February 2022

February WEX Gas Station 3/4/2022 JRB0375633

February Fleet Billing 3/22/2022 JRB0377178

 

03/01/2022 JRB0375265
January 2022

DOA Annual Billing 2/18/2022 JRB0374346

January Fleet Billing 2/23/2022 JRB0374683

January WEX Gas Station 2/24/2022 JRB0374813

02/01/2022 JRB0372582
December 2021

1/14/2022 JRB0371147

December WEX Gas Station Charges posted-01/07/2022 JRB0370501

01/03/2022 JRB0370046
November 2021

12/17/2021 JRB0369153

*November WEX Gas Station Charges posted-12/20/2021 JRB0369221

12/3/2021 JRB0367879
October 2021

*September WEX Gas Station Charges posted 11/2/2021-JRB0365151

*October WEX Gas Station Charges posted 11/11/2021 JRB0366031

*October Normal Fleet Charges 11/18/2021 JRB0366580

11/4/2021 JRB0365419

September 2021 (10/1/2021)

*August WEX Gas Station Charges posted 10/6/2021

*July WEX Gas Station Charges (missed last month) posted 10/12/2021

*September Normal Fleet Charges 10/15/20921

10/21/2021
August 2021 (9/1/2021)

*June WEX Gas Station charges posted 9/9/2021

*July WEX Gas Station charges posted 9/10/2021

*August Normal Fleet Charges posted 9/28/2021

9/7/2021

July 2021 (8/1/2021)

8/17/2021 8/6/2021

 

 

 

 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

 

 


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