To get access to WISER fill in the WISER Access Request form.
WISER is a redesigned version of WISDM with a modern interface and new/improved functionality to provide enhanced, efficient, and more agile financial reporting. We partnered with Renee Copes, Shared Financial System Analyst at UW System Administration, to deliver WISER training sessions via Zoom in September/October.
To request a training session please contact the following:
Purchasing is offering pre-scheduled
Training Sessions (link) on various dates and times each month in Old Main Room 002. If you are a new p-card user and need the whole gamut of training on P-Card Policies and Procedures, an established p-card user who wants to learn all about Transaction Management, or if you are just feeling a bit rusty on your p-card knowledge and would like some refresher training, please see the link for dates/times of trainings.
To request a training session please contact
Purchasing@uwsp.edu. Please let us know which date/time you will be attending, and if you will need both p-card and transaction management training, or transaction management training only. Can't attend in person? Let us know and we'll set up Zoom conferencing for the session so that you can train remotely from your location. All you need is a PC with a microphone/speaker. We look forward to working with you!
Below is a list of guides and reference materials to help get you started.
Previous Presentations and Handout Information:
Group Presentation - August 2019
Budget Office Fund Balance Reporting Presentation - August 2019
ADA Workshop Handouts - August 2019
Group Presentation - August 2018
ADA Workshop Handouts - August 2018:
Campus Reservations - Reservation Request Instructions; Campus Reservations - UWSP Space Managers
WISDM/WISER - Excel Reference; WISDM/WISER - Expense Reporting
Group Presentation - August 2017
Budget Manager Training Presentation
Cash Handling Training & Certifications
Annual cash handling certification is available through Canvas for all cash handlers, supervisors, and fund custodians. The online training program consists of three separate assessments, one for each training group. Review of the Financial Operations Cash Handling Policy and Procedures prior to the assessment will be necessary in order to successfully complete the assessment at 80% or higher. Once an individual receives their certification, re-certification must be maintained annually. Special arrangements may be made with Financial Operations for one-on-one or departmental training opportunities.
Cash Handling Policy and Procedures prior to completing certifications.**
Cash Handler Certification
Fund Custodian Certification
Successful completion of the training program ensures the following:
ShopUW+ (led by Heidi Wallner), Minors on Campus (led by Melissa Vergara), CTT update (led by Adam Swanson)
Power Lunch Presentation - Zoom recording
Minors on Campus - Taxonomy of Youth Activities
Purchasing Training - ShopUW+
DIMS Platform (led by Peter Zuge), OIRE tools available to Departments (led by Katie Jore), Administrative Transformation Program updates (led by Christina Rickert/Erin Hintz)Power Lunch Presentation - Zoom recording
OIRE ResourcesATP Slideshow
Fiscal Year End Dates and Deadlines (led by Christina Rickert/Erin Hintz)Power Lunch Presentation - Zoom recordingFY 22 Fiscal Year End Dates and Deadlines
SFS User Quick Help - Clearing Browser Cache
The Procure-to-Pay Automation Project (P2P) is a system-wide effort to transform purchasing and accounts payable processes. This new procurement and payment platform is called ShopUW+ and was launched April 16, as a milestone in phase 1 of the project. For more information about the project, visit the P2P Automation Project website.
Entering Funding & SpeedCharts in SUW+
If you would like more help or guidance, please contact UWSP Purchasing at
Travel Training (PowerPoint slides from training sessions)
Creating an Expense Report
Video: Create Expense Report as Alternate
Selecting Business Purpose and Expense Types
Expense Type Specific
Approving Reports (HR and Expense Managers)