Definition 

This reference guide shows how to deposit gift funds directly from a donor into a UW–Madison gift worktag. This does not apply to UW Foundation gifts. 

Related Reference Guide(s): UW Billing External Customer Accounts (External Entities), UW Foundation Disbursement Requests to UW 

Who

Department/Unit Initiators

• • Customer Billing Specialist – Only for creating the customer profile and requesting or updating sales items.
  • Cash Sale Payment Specialist – Needed to record cash sale. 

Department/Unit Approvers

• • N/A

Obtaining Access

Training

• Workday for Finance: Customer Accounts 

Prerequisites

• • • Workday Fundamentals: Workday for All Employees
    • Workday Fundamentals: Finance Core Concepts

How

SMPH Workday Guidance

• • Check Received by Department  

Core Workday Job Aids

• • If the customer and/or sales item is not set up or needs to be edited, follow: 
    • Create Customer Profile
      • To create multiple customers, follow: Submit Customer Inbound EIB Template (Workday job aid) 
        • FIN EIB Submit Customer Inbound Template (Excel)
    • Edit Customer Contact Information
    • Request or Update Sales Item

Related Workday Job Aids

• • N/A

Related Reports

• • SMPH Fiscal Master Report Inventory (Excel) – Filter the Category column to show Worktag Reporting or ARBI.

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

Forms

• • FIN EIB Submit Customer Inbound Template (Excel)
  • UW Division of Business Services Check Deposit Form