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WISDM

WISDM. BATO Facts and Snacks October 21, 2010. Agenda. WISDM overview WISDM navigation. WISDM Overview . WISDM – Wisconsin Data Mart Information flows to WISDM from UWM’s General Ledger – SFS – Shared Financial System WISDM data is one day behind the SFS system. WISDM Overview.

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WISDM

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  1. WISDM BATO Facts and Snacks October 21, 2010

  2. Agenda • WISDM overview • WISDM navigation

  3. WISDM Overview • WISDM – Wisconsin Data Mart • Information flows to WISDM from UWM’s General Ledger – SFS – Shared Financial System • WISDM data is one day behind the SFS system

  4. WISDM Overview • For access to WISDM, email Heather Lee or Jessica Russell, who will send a request to BFS • Logging in: https://authhub.wisconsin.edu/?app=WISDM

  5. WISDM Overview – Logging In

  6. WISDM Overview – Logging In

  7. WISDM Navigation • Department Search • Viewing data • Fiscal Year, Accounting Period, MTD, YTD • Balance of a Department • Viewing detail • Sorting data • Edit Custom View • Drilldown levels • View As options (export to excel) • How to identify transactions • Setting Favorites • Project/Grant Search • My Profile – setting your login page • Questions

  8. Department Search

  9. Department Search

  10. Department SearchCan search by Division if you are unsure of the exact department number

  11. Fiscal Year, Acctg Period, MTD, YTD Fiscal year Change Accounting period here Current Month expenses Year to date expenses

  12. What Is My Balance?Budget based funds: Fund 101, Fund 114 • Budget • -Expenses • Encumbrances • =Balance

  13. What Is My Balance?Cash basis funds: Funds 128,136,150,189 Fiscal year balance: Revenues less Expenses Total balance

  14. Viewing Detail Can click on any subtotal to see the detail that makes up the balance

  15. Sorting Data Sorting data: click on any column heading to sort the data by that column

  16. Edit Custom ViewYou can choose which columns of information you do and don’t want to see when viewing transactions. SELECT

  17. Edit Custom View Select (or de-select) fields that do (or don’t) want to see

  18. Drilldown Levels Drilldown Levels: allows you to see different levels of account detail

  19. View As Options*Viewing the data in Excel will allow you to manipulate the data and save it in spreadsheets. This is a VERY helpful tool!

  20. How to identify transactions: Journal ID

  21. Common journal ID’s • Start with: • AP - Accounts Payable (check was issued) • DC – Direct Charge • FB – Fringe benefits • NSPT – NonSalary Payment Transfers • PJ – Payroll payments • PT – SCT’s • VISA – Pcard transactions

  22. Setting FavoritesYou can create a favorites list of your most commonly used departments

  23. Setting Favorites Name your favorite

  24. Setting Favorites Your favorites are saved here:

  25. Projects/Grants

  26. Projects/GrantsCommon ways to search: by Project ID or by PI

  27. Projects/Grants Click here for detailed info

  28. Projects/Grants

  29. Projects/Grants–add to My Projects

  30. Projects/Grants–add to My Projects

  31. Projects/Grants • Financial data for projects and grants is posted by the Project Dates (not by Fiscal Year, like it is in the departments • There will be a BATO Facts & Snacks session on Grants & WISPER on December 16, 2010

  32. My ProfileYou can change your profile so that upon logging in, WISDM will default to YOUR “favorite” department or to your grant(s)

  33. Additional WISDM Features • Salary and Encumbrance searches • Department Rollup features • PO searches • Transaction searches • Vouchers and WebNow • Contact Heather Lee at x2639 or hmlee@uwm.edu for any other questions or additional WISDM training

  34. QUESTIONS?

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