Accounting: Financial Request Intake Forms-HALO

Employees have access to intake forms that will generate a ticket in our new HALO ticketing system. These intake forms will request all necessary information needed to start a process by an ART staff person in Workday. You will have the ability to communicate back and forth with your ART support person either through the ticket system portal or through your email that is tied to that ticket. Requests made via email to an individual in the ART will be directed to resubmit via the ticketing system/intake form.

You should use HALO when reconciling expenses for reimbursement. HALO is a ticketing system that allows you to share reconciliation information with the finance team. They will enter this information on your behalf into the Workday system. 

  1. All reconciliations must now be initiated within 45 days of the purchase. This is a change from previous years, please plan accordingly. 

     2. No receipt is needed for travel expenses under $50. However, we recommend that you hold onto your receipts until the reconciliation is completed. Hosted meals are excluded from this, you MUST submit an itemized receipt when you host guest. 

     3. Most employees will use the "Expense Reimbursement and Card Reconciliations" form on HALO when submitting expenses.

Financial intake request forms and instructions to complete the forms are available in the L&S KB. Here is the link to the Financial Intake Forms: https://kb.wisc.edu/ls/internal/151838

If you are unsure what form to complete or have general finance or post award questions, please email finance@ls.wisc.edu.


Keywords:
e-reimbursement, purchasing card, reimbursement, p card, p card reimbursement 
Doc ID:
153124
Owned by:
Anne B. in Mead Witter School of Music
Created:
2025-07-09
Updated:
2025-08-19
Sites:
Mead Witter School of Music