Business Services

SFS 9.2 Upgrade Timeline- PLEASE READ!

The following are the cut-off dates established for the SFS 9.2 upgrade and subsequent Business Servives financial processing shutdown from Friday, October 5th until Wednesday, October 10th.

IF YOU HAVE FINANCIAL TRANSACTIONS THAT MUST BE COMPLETED BEFORE OCTOBER 15TH. PLEASE PAY CLOSE ATTENTION TO THESE DATES TO ALLOW FOR PROCESSING:

Sept 24-Recommended last day to submit Expense Report to allow sufficent time for departmental approval and system audit review and approval. This also includes travel authorizations and cash advance requests. Expense reports still need to be done within the 90 day rule.

**Note - all Expense Reports that have been submitted need to be fully approved by 6 pm on 10/4 otherwise they will be SENT BACK to the Traveler.

**Note - no new Expense Reports can be created or approved from 6 pm on 10/4 until 10/10.

Sept 28 - Last day for AP to accept Payment to Individual Requests(PIR), Request for Reimbursements (RFR), Refund of Receipts (ROR), External Requisitions (with invoice attached), and Requisitions for Payment. All paperwork must be accurate with complete documentation. AP processing will cease from 2 pm on 10/4 until 10/10.

Sept 28 - Last day for Purchasing to create and dispatch Purchase Orders. PO entry will cease from 2 pm on 10/3 until 10/10.

Oct 3 - Last day for Journal Entry requests. No journal or direct retro requests will be processed from 3 pm on 10/4 until 10/10.

WISDM will be mostly accessible with a few inaccessible pages, and data will be frozen as of 5 pm on October 4th.

An email was sent out on Tuesday, September 11th with this and additional information from Controller.Office. Any questions or concerns please reach out to the contact person for the area needed.

Expense Reimbursement - Debi Rigney rigney@uwp.edu

Accounts Payable - ap.office@uwp.edu

Requisitions and Purchase Orders - Monica Litterer purchasing@uwp.edu

Journal Entries and Direct Retros - Jennifer Agerholm controller.office@ uwp.edu

Tallent 245
Ann Iverson, Controller/Director of Business Services
(262) 595-3155
iversona@uwp.edu

900 Wood Road · P.O. Box 2000 · Kenosha, WI 53141-2000 P 262-595-2345

Who Are You?

Tell Us