Financial Policies & Procedures
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Chartfield Maintenance Finance and Accounting Financial Reporting Sponsored Project Accounting
Add or inactivate chart string or ChartField Financial transaction processess and procedures Guide to financial reports ASRSP and cost studies policies and procedures
Purchasing and Payments Travel and Entertainment Deposits Banking and Cashiering
Purchase, receive an pay for goods and services Plan business related T&E; submit receipts for reimbursement Process departmental cash receipts; prepare bank deposits Access banking and cashiering services

  Travel & Entertainment

Travel & Entertainment

Planning Travel

Make business travel arrangements for employees

Planning Entertainment & Courtesy

Make arrangements for local meals, refreshments, events or gifts

Hosting a Conference or Academic Function

Arrange for a block of hotel rooms or book a special function, conference room,
or ballroom in advance

Authorized Payment Methods

Use the appropriate payment method for each expenditure and retain all receipts

Expense Reimbursements

Submit original detailed receipts for reimbursement of business-related expenses

 

 

 

Financial Operations 619 Clark Street Evanston Illinois 60201 Phone: 847.491.5527 Fax: 847.467.7261 Email: financial_operations@northwestern.edu