Below is a list of guides and reference materials to help get you started.
Group Presentation - August 2019
ADA Workshop Handouts - August 2019
Previous Presentations and Handout Information:
Group Presentation - August 2018
ADA Workshop Handouts - August 2018
Group Presentation - August 2017
Cash Handling Training & Certifications
Annual cash handling certification is available online for all cash handlers, supervisors, and fund custodians. The online training program consists of three separate assessments, one for each training group. Review of the Financial Operations Cash Handling Policy and Procedures prior to the assessment will be necessary in order to successfully complete the assessment at 80% or higher. Once an individual receives their certification, re-certification must be obtained annually. Special arrangements may be made with Financial Operations for one-on-one or departmental training opportunities.
Cash Handling Policy and Procedures prior to completing certifications.
Successful completion of the training program ensures the following:
- I have read and understand the Financial Operations Cash Handling Policy and Procedures.
- I accept responsibility for the university funds I handle, or oversee, and will abide by the Cash Handling Policy and Procedures.
- I understand that failure to comply with the Cash Handling Policy and Procedures is cause for disciplinary and/or legal action.
Shop@UW has Mandatory Training Requirements for all new and existing Shop@UW Primary Account Contacts. To complete the training, set up a new account, reactivate account closed due to training not completed, or update your Primary Contact information, please visit Mandatory Training Notice.
Additional Training Resources for UW's Shop@UW are available at shopuw.wisc.edu/training. If you would like more help or guidance, please contact UWSP Purchasing at firstname.lastname@example.org. To get a Shop@UW Account, please complete application at this site.
Travel Training (PowerPoint slides from training sessions)
Creating an Expense Report
Selecting Business Purpose and Expense Types
Expense Type Specific
Approving Reports (HR and Expense Managers)