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Financial Systems

 


Helpline 847-467-3777

CUFS DOCUMENTS
CUFS2000 Manual and Visual aids to help create purchase orders, modifications and receiver documents.

CUFS2000 Training
CUFS training classes. Conducted on the Evanston and Chicago Campuses

University Financial Policies and Procedures
Travel, Purchasing,and Cash Handling, eCommerce, etc.

Forms
CUFS Access Request, Adding Accounts, Travel E
xpense, Vendor Code Request and more.

Newsletters
Current and archieved newsletters from Financial Systems. News, tips and helpful information for using the CUFS Systems.

Central Administration Contact List

 

View Direct Access to Financial Reports

 

Reports you can view:

The FM324 report provides daily information critical to the payment process associated with university purchase orders (PDs) and is available to most CUFS users.  Purchase orders require a three-way match to activate payment to the vendor.  The three-way match consists of: purchase order, vendor invoice, and receiver.  The FM324 reports those purchase orders that have been matched to a vendor invoice, but still require a receiver (RC) to be processed in order for payment to be made. 

Access to the FM324 report is based on the SHIP TO codes used on purchase orders.  A SHIP TO code is used to designate the address to which goods/services are to be delivered; they can be seen in the SHIP table within the CUFS system.

The FMMNTHLY report is the combined CUFS monthly budget statements including the FM162 - a detail report of revenue, expense, and budget; the FM160 - non-sponsored accounts summary report; NG32 - sponsored project summary report; NA31 - sub-organization summary report. Access is based on 4th reporting organization number for all accounts in the reporting org.

The NWFA6115 report - The Graduate School commitments to sponsored projecs. View actual and expected tuition charges for sponsored projects. Access is based on Area-Org and 4th reporting org.

The FM170 report - Open Encumbrance Report lists the transactions that still have commitments open on each account.

If you do not have access to these reports fill out a View Direct Access Request Form. The form must be signed by the user, supervisor, and the Dean or Area Manager.

To access these financial reports open a current version of either Internet Explorer or Netscape (Macs) to the following URL: http://reports.itcs.northwestern.edu

You will need to know your NETID(e-mail) and your e-mail password to be able to sign in to the View Direct report system.

If you cannot access this report, contact Financial Systems Helpline at 847-467-3777.

Once there follow the instructions found in the View Direct (also known as DocumentDirect for the Internet or Mobius) Manual.

View Direct Manual (PDF) Print Version

 


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Financial Systems  619 Clark Street  Evanston, IL  60208
Phone: 847-467-3777  Fax: 847-467-3070

Last updated   February 11, 2005
 
 

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