A parent/child account with MDS allows the financial manager within the department to be able of oversee purchasing activities for that unit.
Some common reasons for using a Parent Account:
- Monitoring spend for a department,division or funding string.
- View which accounts are active or inactive
- To get access to downloadable and/or printable reports about all transactional activity for multiple accounts.
- To see current ship-to and default funding information for each account.
Helpful Links
How to request a new or edit an existing parent account?
UW-Madison Campus Only
UW Madison has a new online form. Please see the below for how the form works
Outer Campuses
Download the PDF form to your computer; 1) right-click on the link, 2) save the form, and 3) open the file in a PDF Viewer (Adobe is recommended).
Outer Campuses Parent Account Request Form
How does the UW Madison form work?
- Requester completes the application and clicks submit. Here is an example of a completed application
- The manager listed on the request will receive an email with a link to the approval portal
- The supervisor will review the request and if all the information is correct they will then select Approve. The supervisor must approve the request before it is sent to the CFO for approval.
- The CFO or CFO designee will receive an email with a link to their approval portal
- If the CFO/CFO designee approves the application then a confirmation email will be sent to the Requester.
