NUPortal

Actuals Journal Search

• NUFinancials > NavBar > Navigator  > NU Actuals Journal > Add/Update Actuals Journal > Find an Existing Value
• Training: Searching for Actuals Journals Training Guide
• Training: How to Add a Tile to an NUFinancials Homepage

Actuals Journal Creation

• NUFinancials > NavBar   > Navigator > NU Actuals Journal > Add/Update Actuals Journal > Add a New Value/Find an Existing Value
• Training: Determining Which Journal to Use 
• Training: Actuals Journals
• Training: How to Add a Tile to an NUFinancials Homepage

ChartField Request Form

• NUFinancials > NavBar  > Navigator > Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Define Values > ChartField Request
• Training: Entering a Financial Structure Request
• Training: How to Add a Tile to an NUFinancials Homepage

Tree Viewer

• NUFinancials > NavBar  > Navigator > Tree Manager > Tree Viewer
• Training: Use the NUFinancials Tree Viewer Reference
• Training: How to Add a Tile to an NUFinancials Homepage

Accounting-Related Policy and Procedures

• Asset Disposal or Transfer Request
• ChartField Maintenance
• Chart of Accounts (COA) Crosswalk between NUFinancials and CUFS
• Financial Policies and Procedures
• Journal Processing
• Monthly Close Calendar

Contact Information:  Accounting Services

Log into NUFinancials

Log into Cognos

Approvals

• NUFinancials > Approvals Tile
• Training: Approvals and Workflow
• Training: How to Add a Tile to an NUFinancials Homepage

WorkCenter

• NUFinancials > NUFinancials WorkCenter Tile (visible to Requester role)
• Training: NUFinancials WorkCenter Approvals
• Training: How to Add a Tile to an NUFinancials Homepage

Log into NUFinancials

Log into Cognos

Asset Request Search

• NUFinancials > NavBar   > Navigator  > NU Interfaces and Processes > Assets Self Service > Create/Search Asset Request
• Training: Asset Management Self Service Requests Job Aid 
• Training: How to Add a Tile to an NUFinancials Homepage 

Asset Self Service

• NUFinancials > NavBar   > Navigator  > NU Interfaces and Processes > Assets Self Service > Create/Search Asset Request
• Training: Asset Management Self Service Requests Job Aid
  
• Training: How to Add a Tile to an NUFinancials Homepage 

Asset Related Policy & Procedures

• Accounting Services Equipment Inventory
• Capital Equipment Disposals & Transfers
• Bill of Sale Form PDF
• Indemnification Agreement Form PDF
• Surplus Property Exchange
• Capital Equipment Policy Manual
• Capital Equipment Procedures and Guidelines Presentation
• Report Commonly Used: AM002 Asset Inventory Report

Contact Information: Accounting Services Equipment Inventory

Log into NUFinancials

Log into Cognos

Budget Overview

• NUFinancials > NavBar   > Navigator  > Commitment Control > Review Budget Activities > Budgets Overview
• Training: Budget Overview (elearning)
• Training: How to Add a Tile to an NUFinancials Homepage 

Budget Journal Search

• NUFinancials > NavBar   > Navigator  > NU Budget Journal > Add/Update Budget Journal > Find an Existing Value
• Training: Searching for Budget Journals Training Guide
• Training: How to Add a Tile to an NUFinancials Homepage 

Budget Journal Creation

• NUFinancials > NavBar  > Navigator  > NU Budget Journal > Add/Update Budget Journal > Add a New Value
• Training: Initiating Budget Adjustments Training Guide
• Training: How to Add a Tile to an NUFinancials Homepage 

Budgeting Resources

Office of Budget and Planning

Log into NUPlans Contributor

Log into NUPlans Web

Log into NUFinancials

Log into Cognos

Cash Receipt Ticket (CRT) / Department Deposits

• NUFinancials > NavBar  > Navigator  > NU Interfaces and Processes > Cash Receipt Ticketing
• Training: Creating a Cash Receipt Ticket Training Guide
• Training: How to Add a Tile to an NUFinancials Homepage 

Deposit and Bank Related Policy and Procedures

• Depository Services
• e-Commerce Services
• Treasury Electronic Payment Request

Contact Information: Treasury Operations

Log into NUFinancials

Log into Cognos

Procurement and Payment Services, part of Financial Operations, is the single point of contact for all centralized procurement and payment activities.

For more information visit Procurement and Payment Services

To submit a new supplier request or initiate a Requisition, Payment Request or Expense Report, log into NUFinancials.

• Create Expense Report
  • NUFinancials > Employee Self Service Homepage > Expenses Tile  > Create Expense Report
• Manage Requisitions
  • NUFinancials > NavBar  > Navigator  > Employee Self Service > Procurement > Manage Requisitions
• Payment Request Center
  • NUFinancials > NavBar  > Navigator   > Accounts Payable > Payments > Payment Request > Payment Request Center

Purchasing and Payment Forms and Related Links

Accounts Payable

• ASRSP Payment Request Policy
• Contracted Services Form
• Visitor's Expense Report Form
• Direct Payment Request Form

• Entertainment and Courtesy Guidelines
• Expense Policy Exception Request Form
• Travel Policy Process and Procedures

• Direct Payment Policy
• Payment, Reimbursement and Refund Forms
• 90 Day Justification Form

Corporate Card

Approvals

• NUFinancials > Approvals Tile 
• Training: Approvals and Workflow 
• Training: How to Add a Tile to an NUFinancials Homepage 

Training Resources

• How to Submit a Payment Request
• Expense Report
  • Create an Expense Report
  • Find/Modify an Expense Report
  • Expense Entry Quick Guide
• Add a proxy Access
• How to Add a Tile to an NUFinancials Homepage 

Log into NUFinancials

Log into Cognos

Procurement and Payment Services is the single point of contact for all centralized procurement and payment activities.

For more information, visit Procurement and Payment Services

Vendor File Management

• Learn how to view existing suppliers
• Add a New Supplier
• Modify an Existing Supplier
• Supplier Forms and Related Documents
  • W-9 (IRS) Form
  • W-8 (IRS) Form
  • Conflict of Interest Form
  • Individual Worker Classification Form
  • Statement of Services

Purchasing

• Orders of $25,000 or more require you complete a Purchasing Decision Documentation form and attach it to your requisition.
  
  • Bid Process
  • Sole Source Purchases
• Ship to Code Request Form
  • List of Active Ship to Codes
• Preferred Suppliers
• Changes to a Requisition or Purchase Order

Accounts Payable

• Payment Request
  • ASRSP Payment Request Policy
  • Contracted Services Form
  • Visitor's Expense Report Form
  • Direct Payment Request Form
• Employee Expense Report
  • Entertainment and Courtesy Guidelines
  • Expense Policy Exception Request Form
  • Travel Policy Process and Procedures
• Other Related Account Payable Policy and Forms
  • Direct Payment Policy
  • Payment, Reimbursement and Refund Forms
  • 90 Day Justification Form

Corporate Card

• Getting a new card, using a card, and managing your card: Northwestern Corporate Card

Approvals

• NUFinancials > NavBar  > Approvals Tile 
• Training: Approvals and Workflow
• Training: How to Add a Tile to an NUFinancials Homepage 

Training Resources

• New Supplier Request
  • Adding new supplier/independent contractor
  • Adding new refund supplier
• Create a Requisition 
• Change Orders
  • How to submit a PO Change Request (Price, Quantity, Chartfield) 
  • Change Order Form (Cancel/Close PO or PO Line) 
• How to Submit a Payment Request
• Expense Report
  • Create/Finding/Modifying an Expense Report 
  • Expense Entry Quick Guide
• Add a proxy Access
• How to Add a Tile to an NUFinancials Homepage 

Log into NUFinancials

Log into Cognos

Access, Security Requests, and Roles

Log into Cognos

Log into myHR Learn

Log into Facilities Connect

Resources

• Facilities Services

Training

• Space Information
• Project Management and Operations & Maintenance

Access, Security Requests, and Roles

Log into Cognos

Training: Cognos

eDisclosure

eDisclosure is Northwestern’s electronic disclosure system for conflict of interest. This system is used by researchers to update their disclosure when they have new financial interests, research administrators to check a project’s compliance with COI requirements, and by all faculty and staff during the annual disclosure process in February.

Conflict of Interest Office (NUCOI)

NUCOI's website provides instructions for completing disclosures, guidance for faculty and staff on balancing outside activities with Northwestern responsibilities (e.g., start-up companies), and guidance for research administrators on COI requirements related to research (grants, contracts, and IRB submissions).

Navigate to CPIA Crosswalk:
NUFinancials > NavBar  > Navigator  > NU Interfaces and Processes > CPIA Crosswalk

Log into CERES

Training: CERES

Overview: CERES

Sponsored Research

Sponsored Research's website provides resources related to proposing and managing sponsored programs, including budget development tools, information about negotiating and processing agreements, and eSystems assistance. 

Log into NUFinancials

Training: NUFinancials

Overview: NUFinancials

Accounting Services for Research and Sponsored Programs (ASRSP)

ASRSP's  website provides resources related to financial reporting, invoicing, collecting revenue, coordinating audits, and processing transactions related to sponsored projects.

Log into Cognos

Training: Cognos

Log into the Research Portal

Access, Security Requests, and Roles

Log into myHR Learn

Log into CAESAR

CAESAR Help

Login to Canvas

Log into Cognos

Student System Reporting Tools

List of Student System Reports

Access, Security Requests, and Roles

Wildcard Photo Submission

Log into WFS Timekeeping

Office of Human Resources

Log into myHR

Office of Human Resources

Log into myHR Learn

Trouble logging in? Try the myHR Learn profile update process.

Office of Human Resources

Wildcard Photo Upload

Log into Cognos

Training: Cognos

Access, Security Requests, and Roles

Log into myHR Learn