1. Fund 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, s, etc.

2. WISDM Project Search Transaction Detail View

3. WISDM Project Search Associated Docs View

4. 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)

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

6. 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

7. WISER Voucher Search Results

8. WISER Voucher Detail Page

9. Perceptive Experience Document View