UW Foundation Disbursement Requests to UW
Definition 
This reference guide shows how to request funds from a UW Foundation (UWF) account to a UW–Madison gift worktag(s).
Related Reference Guide(s): UW Donor Direct Check Deposit
-
- Additional guides—including UWF Transfers to UWF Fund, UWF Vendor Payments, and UWF Reinvestment—are in development.
Who
Department/Unit Initiators
-
- N/A – No Workday role is required for the Department requester.
- The Department is responsible for initiating the UWF disbursement request, EIB, and Smartsheet request form.
- The Dean's Office - Fiscal Affairs will complete the invoice event in Workday.
Department/Unit Approvers
-
- N/A – No Workday role is required for the Department approver.
- The UWF disbursement request can be signed by the Department authorized approver.
Obtaining Access
All documentation generated for UWF transfers (Check Requests, Accounting Transfers, Reinvestment Requests) is done through WFAA’s Gift and Fund Management website. To obtain access, please email Heather Richter with supervisor approval and a list of UW Foundation accounts for setup.
Training
Prerequisites
How
SMPH Workday
-
- UW Foundation Disbursement Request Process
- To request a new worktag(s), follow the SMPH Requesting a New Worktag process.
- Once the worktag(s) are established, use the following resources:
Core Workday Job Aids
-
- Create a Worktag in the FDM Maintenance Tool
- To create customer invoice EIB, follow: Submit Customer Invoice Inbound EIB Template (Workday job aid)
Related Workday Job Aids
-
- N/A
Related Reports
Questions
For help with content questions or technical issues, please visit the ATP in SMPH – How to Get Help section. It includes instructions for submitting tickets and connecting with SMPH subject matter experts or technical support teams.
References
Policies
-
- N/A
Guidelines
-
- N/A