Cost Transfer Tool - Creating Cost Transfers from WISER

This article outlines the steps for starting a cost transfer in the Cost Transfer Tool from WISER.

A transfer can be initiated right from WISER. The transaction is loaded into Cost Transfer Tool using the basic metadata from WISER. This allows users to initiate a transfer when they see the need in the system where they are examining data from rather than looking in WISER and then repeating the same search in Cost Transfer Tool.  This works for Salary Cost Transfers and Non-Salary Cost Transfers.

1. First, log into WISER https://wiser.wisc.edu/.

2. Find expenses to be transferred using either the "Find Departments" page or the "Find Detailed Transactions" page:

Find Departments_Find Transaction Details

3. If using the "Find Detailed Transactions" page, enter criteria to search for and click "Search"

Transaction Criteria

4. When the search results are presented, there will be a magnifying glass in the far right column that can be clicked to initiate a cost transfer:

Find Transactions

5. This will bring up the option to create a transfer from the transaction in the Cost Transfer Tool:

Cost Transfer from WISER

6. If using the department page, use the tree to find the department or UDDS account that you're looking for:

Find Department

7. Once at the department page, drill into detail in the actuals column by clicking on a link in that column:

Department Page Drill Down

8. Once drilled down, scroll all the way to the right to find the magnifying glass:

Dept Detail

9. Clicking this icon will give you the option of sending the expense to the Cost Transfer Tool to initiate a transfer:

Cost Transfer Tool Options




Keywords:Cost Transfer Tool, WISER   Doc ID:110381
Owner:Mark H.Group:UW-La Crosse
Created:2021-04-19 23:03 CSTUpdated:2021-04-19 23:45 CST
Sites:UW-La Crosse
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