How to review the Directory in UWinsite Finance

This handout outlines how to review the Directory in UWinsite Finance. Reviewing the Directory is helpful if you have questions about how expense claims and purchase requests are being routed in the system.

The Directory allows you to review reporting structure for yourself or anyone else in your area. Please keep in mind, UWinsite Finance uses the Directory to determine “one up” approval. There is also budgetary approval which is based on who is programmed into the system as the budget owner for your area.


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