Fund 233 - Gift Documents Documents created 7/1/14 and after are available in WISDM and WISER from the Associated Docs tab of a Project Search for a fund 233 project Document types available: Gift Check Routing Form Regent Notices Invoices Clearances Other Document types not available – Could include sensitive information: Checks/Check Stubs Wires/UWF ACH Correspondence Not all document types will exist for all projects WISDM and WISER won’t know if a doc type doesn’t exist in Perceptive Content, so it can’t hide the link - Other could be correspondence, emails, etc.

WISDM Project Search Transaction Detail View

WISDM Project Search Associated Docs View

Perceptive Experience Grid View Ignore Field 5 in all cases, not useful to campus, it is how we need to separate documents in a journal entry. Different than Invoice links when there is more than 1 of a document type for a project. Invoices were strictly 1 document per voucher. Fields 1 through 5 entered by Gift Management Team Field 1: Project Field 2: Department Field 3: Donor Field 4: Journal Entry Number Field 5: Unique ID (For indexing purposes)

Perceptive Experience Document View Please allow a week after revenue entry is posted before document will be available in WISDM

Accounts Payable Documents Images of Payment Requests (Invoices, PIRs and DPs) These images are associated with an individual voucher ID Images are only available for vouchers entered after February 2010 Images are available for all vouchers If the vouchers were created using a voucher upload the corresponding image will not exist

WISER Voucher Search Results

WISER Voucher Detail Page

Perceptive Experience Document View