Policies & Procedures

The Finance Policies & Procedures PDF contains the policies and procedures related to University Advancement’s (UA) financial processes and transactions.  They have been compiled into this format to provide an easier search mechanism for UA staff to utilize.

Below is a list of policy and procedure section titles contained in this document along with some quick links to additional resources which are outside UA.

The Finance Policies & Procedures PDF is best viewed in Adobe Reader.

Section Number and Title

  1. Finance Team Overview
  2. Financial Structure Overview
  3. UA Budget Structure and Coding
    1. Policy for Discretionary Funds’ Usage
  4. Locating UW Expense Documentation
  5. MyFinancial Desktop Procedure
  6. Budget Reporting in MIP
  7. Purchasing & Payment Methods
  8. Procurement Card (ProCard)
  9. Individual Travel Card
    1. Accident & Insurance Information
    2. Car Rental & Insurance Information
  10. Central Travel Account (CTA)
  11. Reimbursements (Travel and Non-Travel)
    1. eReimbursements (XR)
    2. Travel Reimbursement (ER)
  12. Preferred Methods of Payment Matrix
  13. UW Credit Card FAQs

Quick Links to UW Central Office Websites

Ariba System (Reimbursements)
Classroom Support Services
Creative Communications
Facilities Services
Fleet Services
MyFinancial Desktop
ProCard PaymentNet
Procurement Services
Telecommunications (Long Distance)
Telecommunications (Recurring)
Travel Office
UW Technology Billing