Financial and Accounting Forms

In the NUFinancials environment, many financial and accounting transactions are entered through online forms on the NUPortal pages or via NUFinancials. For NUFinancials access, log in to the NUPortal.

See the Dept Code Lookup to find your department’s 3 character code for entry on the DPR, Visitor’s Expense Report and Contracted Services forms.

Expenses, Payments, Reimbursements and Refunds

Research Participant Payments

Purchasing/Vendor

Mobile Communications

Chartfield Maintenance

Journal Processing

Preparing and Making Bank Deposits

Petty Cash and Change Funds

Faculty and Staff Gifts

Billing for Goods or Services Sold by a University Unit

Hosting a Conference or Academic Function

Equipment Inventory and Disposal

CUFS ViewDirect Forms

Contact Information

For Questions About Contact
Expense, Payment, Reimbursement and Refund Forms

Accounts Payable
847-491-7339

Cell Phone Taxable Allowance/Additional Pay Form Payroll & Records
847-491-7362
Petty Cash, Change Fund,and Cash Receipt Ticket Forms

Evanston
Depository Services
847-491-5343

Chicago
Depository Services
312-503-852

Electronic Funds Transfer Forms Treasury Operations
847-467-0422 
90-day Rule Memo, ChartField Maintenance, Journal, Vendor IRS Form W-9, NU Invoice, and Equipment Inventory Forms Accounting Services
847-491-5337
Purchasing Forms Procurement and Payment Services
847-491-8120
procurement@northwestern.edu  
CUFS and ViewDirect Forms Financial Systems
847-467-3777
Hotel Reservation Agreement Form Travel Services
847-491-5993
Gift Transmittal Form Development Gift & Record Services
847-491-7520