Fiscal Affairs

SMPH Fiscal KnowledgeBase

Designed to streamline and standardize financial processes, education, and training, the SMPH Fiscal KnowledgeBase (KB) offers a one-stop shop for key fiscal guidance from UW–Madison and UW Health, ensuring clarity, consistency, and efficiency across departments and units.

Access SMPH Fiscal KnowledgeBase

Content is organized into six modules:

  • Accounting Entries, Transfers & Gifts
  • Accounts Payable & Expenses
  • Accounts Receivable
  • Budgeting & Reporting
  • Fixed Assets
  • Payroll

The initial release focuses on UW–Madison processes required for Workday go-live. Future updates will expand UW content and introduce UW Health content across all modules, beginning with Accounts Payable & Expenses. Further communication will be shared as new resources become available.

If you have questions, feedback, or suggestions, please contact SMPHfiscalKB@g-groups.wisc.edu.

Management, Reporting, and Budgeting

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The financial management and reporting team provides accounting related tasks, prepares financial and statistical reports, provides training to others, assists with the annual budget preparation, and ensures accurate reporting of the business unit’s financial transactions.

Financial Transactions

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The fiscal transaction team primarily handles processes involving funds being received or being spent, and serves as the subject matter experts for campus financial policies and procedures.

Quick Links: Resources and Forms

Fiscal Forums

Fiscal Forums are held bi-monthly in January, March, May, July, September, and November of the year. These sessions provide information and updates regarding fiscal policies and procedures. Please contact Melissa Slouber (mslouber@wisc.edu) for the upcoming schedule and to be added to the listserv. Recordings and materials from past sessions are available upon request.