The LinkUW Finance Operations Team provides various financial services for academic, administrative, and auxiliary units. LinkUW performs purchase card (p-card) reconciliation, travel and expense services, purchasing services, and payments.
The services listed below with an asterisk* can be either self-serve by the employee or completed by LinkUW on the employee’s behalf.
| Buying and Receiving Goods and Services Support Provided | |
| Groups of Services | Services |
| Purchasing | Initiate catalog requisitions* |
| Initiate non-catalog requisitions* | |
| Initiate blanket order requisition* | |
| Get three bids for simplified bids* | |
| Complete simplified bid form and attach to requisition* | |
| Review and submit catalog requisitions | |
| Review and submit non-catalog requisitions | |
| Initiate change orders (change request in Workday) | |
| Review and submit change orders | |
| Run reports to determine if blanket orders (continuing order reqs) need to continue | |
| Review and submit blanket order requisitions | |
| Request supplier in Shop UW+ | |
| Prepare and submit voucher upload request to Business Services | |
| P-Card | Use assigned p-card to make purchases* |
| Reconcile p-card transactions (collect documentation, business purpose)* | |
| Make p-card purchases on behalf of unit | |
| Monitor p-card compliance | |
| Travel and Expense | Initiate expense reports (p-card and travel)* |
| Book flights and hotels* | |
| Arrange & reconcile cash advances | |
| Payments | Complete and submit supplier invoice request form (PIR, direct payments, other payments) in WD |