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Policies and Procedures

Welcome to the repository of Financial Policies and Procedures - designed to support your financial and accounting processes via NUFinancials.  Within these pages you will find Chart of Accounts and chart maintenance guidance, processes for using online and manual forms, and financial policies and procedures.

Accessing Information on this Website
There are several ways to access information on this website:

  • By Topic: Click on one of the topic links in the left navigation and then drill down to a subtopic.
  • By Searching: Enter a keyword in the Search box at the upper right of the web page, select the to search just this site, and then click the Search button.
  • For Forms: See Resources within the topic sections or click the Forms link under RESOURCES below. The pdf forms are designed to be used with Adobe Reader version 9 or above.
  • For Policies: See Resources within the topic sections or click the Policies link under RESOURCES below. 

Additional University Policies

http://policies.northwestern.edu/

Training Session Information

Previous Session Materials:

Accounting Services:

ChartField Maintenance, Gift & Endowment, and Other General Topics

The presentation from the sessions held on the Evanston campus (3/25/14) and Chicago campus (3/20/14) is available as a pdf download.

Information Session and Presentation of Account Code Guide

      The presentation from the sessions held on the Evanston campus (3/26/13) and Chicago campus (3/28/13) is available as a pdf download.

Vendor Code Processing & Procedures Class

      The presentation from the sessions held on the Evanston campus (4/16/13) and Chicago campus (4/17/13) is available as a pdf download.

        Questions? Email accounting@northwestern.edu.

Upload Journal Spreadsheet Training

      The presentation from the sessions held on the Chicago campus (08/06/13) and Evanston campus (08/08/13) is available as a pdf download.

        Questions? Email upload-journal@northwestern.edu.

Fiscal, Monthly and Year-End Resources

Monthly Closing Calendar - Fiscal Year 2014

NUFinancials December 2013 Upgrade - Transaction Deadlines

Resources

Tax Information from Accounting Services

Purchasing and Payments Methods Quick Reference

Endowment Schedule

Endowment Unit Price

CRT Accrual - Fiscal Year 2013

Frequently Asked Questions

Links to Financial Operations related Forms

Links to Financial Operations related Policies

Project Café Training and Job Aids

University Business Process Training