Please note: All financial management systems training are available in myHR Learn and the Knowledge Base.
Financial Management Systems Getting Started
This page provides security access forms, procedures, and links to the most commonly used training courses in myHR Learn and the Knowledge Base to assist in getting started using NUFinancials.
Information for New NUFinancial System Users
| Will you be... | Recommended Training |
|---|---|
| Using Northwestern's financial management system for the first time? | NUFinancial Systems Overview |
| Authorized to see financial data? | Chart of Accounts Quick Reference |
Security Access Forms
Approvals
| Will you be... | Recommended Training: |
|---|---|
| Approving financial transactions? | Approvals and Workflow Overview |
Expense Reporting and Reimbursement
| Will you be... | Recommended Training |
|---|---|
| submitting your own expense reports for reimbursement? | Entering an Expense Report in NUFinancials |
| submitting expense reports for other employees (as a proxy)? | Proxy Access for Employee Expense Reports |
| checking the progress of reimbursements for yourself or other employees? | FMS807 Employee Expense Reports |
| submitting expense reports for others who are not employees? | Using the Visitor's Expense Report Job Aid |
| checking the progress of reimbursements for others who are not employees? | View Payments to Suppliers and Non-Employees in NUFinancials |
Procurement (Purchasing)
| Will you be... | Recommended Training |
|---|---|
| involved in procuring goods or services? | Procurement Overview |
| identifying goods or services for purchase from iBuyNU? | Create a Shopping Cart in iBuyNU |
| responsible for reviewing and approving requests for goods and services? | Approval Process: Requisitions |
| entering receipt confirmations for purchases? | Receiving Overview |
| Entering Receipts Using Manage Requisitions and Add/Update Receipts | |
| checking to see if purchases have been approved and paid? | Purchase to Payment Lifespan |
| Matching and Tolerance Overview | |
| Managing Requisitions in NUFinancials | |
| requesting updates or changes to purchase orders? | Change, Cancel or Close a Purchase Order in NUFinancials |
| requesting direct payment for goods or services? | Submitting a Payment Request in NUFinancials |
Financial Reporting
| Will you be... | Recommended Training |
|---|---|
| Using reports to monitor financial activity in your school/department/program? | Financial Reporting Overview |
| Reading financial reports or explaining financial reports to others? | |
| Running financial reports? | FMS112 Run and Schedule Cognos Reports |
| Authoring your own ad hoc reports in Cognos? | FMS103 Cognos Query Studio |
Actuals Journals (General Ledger)
| Will you be... | Recommended Training |
|---|---|
| using actuals journals to record transactions? | Actuals Journals |
| correcting transactions previously posted to the General Ledger? | Actuals Journals |
| transferring live funds from one chart string to another? | Actuals Journals |
| recording revenue from internal sales from one department to another? If so, what volume of sales will you record? | |
| From 1 to 15 charges per journal? | Actuals Journals |
| 15 charges or more per journal? | Budget Journals and Spreadsheet Journals |
Revenue
| Will you be... | Recommended Training |
|---|---|
| involved in sales or in collecting revenue? | Revenue Overview |
| recording revenue from external sales or services? | FMS740 Receiving & Depositing Revenue |
Budgeting
| Will you be... | Recommended Training |
|---|---|
| Involved in the preparation of a budget or in monitoring financial activity? | Budgeting Overview |
| Viewing the current year budget, year-to-date expenses, revenues, and balances? | NUFinancials Budget |
| Making or approving adjustments to the current year budget? | FMS720 Initiating Budget Adjustments |
| Reconciling financial activity related to your budget? If so, which type of budget: | |
| Revenue budget (external sales or internal sales) | Cognos and NUFinancials Budget Reconciliation |
| Expense budget (non-compensation) | Cognos and NUFinancials Budget Reconciliation |
| Expense budget (compensation) | NUPlans Compensation Budgeting |
| Preparing the base budget for the next fiscal year? | Preparing Budgets |
Grants Management
| Will you be... | Recommended Training |
|---|---|
| developing and tracking proposals to submission? | Sponsored Research Overview |
| preparing proposals for submission to sponsors? | FMS502 InfoEd Proposal Development |
| managing sponsored research award funds to closeout? | FMS505 Managing Sponsored Projects |
| FMS723 Reconciling Budgets | |
| reviewing and approving departmental proposals? | FMS503 InfoEd Approvals |
| reviewing and approving award transactions? | FMS804 Approvals and Workflow |
| reviewing and interpreting report data for proposals and awards? | FMS505 Managing Sponsored Projects |
| FMS504 Reports in Sponsored Research | |
| reporting effort quarterly in the Effort Reporting System (ERS)? | Effort Reporting Training |
| managing compliance with federal, local and university regulations and policies? | Office for Research Integrity |
| collecting COI sign off from key personnel on proposals? | COI Training |
Facilities Management
| Will you be... | Recommended Training |
|---|---|
| requesting services from Facilities Management? | Facilities Management Service Requests |
| managing renovation/construction projects or a large volume of service requests? | Taught on request by Facilities Management |
Asset Management
| Will you be... | Recommended Training |
|---|---|
| acquiring, managing, or reporting on assets? | Asset Management Overview |
| reporting the transfer or disposal of University assets to Accounting Services? | Asset Management View Access |
| viewing asset management information? |
Alumni Relations and Development
| Will you be... | Recommended Training |
|---|---|
| using CATracks for alumni tracking and development activities? | CATracks Home |
Last Updated: 12 January 2022
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