Shared Financial System (SFS) & UWSA ProblemSolvers

The SFS Team strives to bring users functional, streamlined, and efficient tools to complete their Financial Management responsibilities.  We support the SFS PeopleSoft system and the ShopUW+ Jaggaer system under the UWSA ProblemSolvers umbrella.

Today’s Pro Tip – Submit TER (Travel Expense Reports) with funding string from another business unit

Travelers cannot update their funding string on an existing expense report.  You can create a new expense report under a different funding string though.

Below are the steps outlining this process.

  1. On your expense report, select Custom Funding button at bottom BEFORE saving.
  2. Select Use Custom Values.
  3. Update Business Unit and enter appropriate funding string.

More Tips & FAQs – check out our archive of tips & frequently asked questions here.

Need Help?

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SFS help documents can be found under the Training and Documentation tab above.  

ShopUW+ help can be found under the Training and Documentation tab above and on the ShopUW+ Essentials website under Support > Customer Support.

Still need help?  Send any SFS or ShopUW+ support requests or comments to: uwsaproblemsolvers@support.wisconsin.edu.

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