Finance Services
The LinkUW Finance Operations Team provides a variety of financial services for academic, administrative, and auxiliary units.
The LinkUW Finance Operations Team provides various financial services for academic, administrative, and auxiliary units. LinkUW provides general support responsibilities including answering funding and policy questions, guiding purchasing decisions, explaining financial procedures, and providing transaction updates.
Services Provided
The services listed below with an asterisk* can be either self-serve by the employee or completed by LinkUW on the employee’s behalf.
| Group | Service | Timeline |
|---|---|---|
| Purchasing & Payments | Initiate catalog requisitions* | 3 business days |
| Initiate non-catalog requisitions* | 3 business days | |
| Initiate blanket order requisition* | 3 business days | |
| Get three bids for simplified bids* | 5 business days | |
| Complete simplified bid form and attach to requisition* | 3 business days | |
| Review and submit catalog requisitions | 3 business days | |
| Review and submit non-catalog requisitions | 3 business days | |
| Initiate change orders (change request in Workday) | 3 business days | |
| Review and submit change orders | 3 business days | |
| Run reports to determine if blanket orders (continuing order reqs) need to continue | Proactive service | |
| Review and submit blanket order requisitions | 3 business days | |
| Prepare and submit voucher upload request to Business Services | 3 business days | |
| Complete and submit supplier invoice request form (PIR, direct payments, other payments) in WD | 3 business days | |
| Make p-card purchases on behalf of unit | 3 business days | |
| P-card Reconciliation | Reserve buses for events* | 3 business days |
| Reconcile p-card transactions (collect documentation, business purpose)* | 3 business days | |
| Monitor p-card compliance | Proactive service | |
| Travel and Expense | Initiate expense reports (p-card and travel)* | 3 business days |
| Arrange & reconcile cash advances | 3 business days | |
| Book travel (flights and hotels)* | 3 business days |
The LinkUW Finance Operations Team provides various financial services for academic, administrative, and auxiliary units. LinkUW provides general support responsibilities including answering funding and policy questions, guiding purchasing decisions, explaining financial procedures, and providing transaction updates.
Services Provided
The services listed below with an asterisk* can be either self-serve by the employee or completed by LinkUW on the employee’s behalf.
| Group | Service | Timeline |
|---|---|---|
| General Support | Respond to funding questions | 3 business days |
| Help to determine best purchasing path for type of purchase | 3 business days | |
| Provide an overview of financial policies and procedures, as needed | Proactive service | |
| Resolve policy questions | Proactive service | |
| Assist with business purpose questions | Proactive service | |
| Provide transaction status updates | Proactive service | |
| Request supplier in Shop UW+ | Proactive service | |
| Complete and submit official functions form* | Proactive service |
The LinkUW Finance Operations Team provides various financial services for academic, administrative, and auxiliary units. LinkUW initiates non-salary cost transfers.
Services Provided
| Group | Service | Timeline |
|---|---|---|
| Cost Transfers | Initiate non-salary cost transfer requests | 3 business days |