Staff ResourcesFinance and Budget
Staff Resources
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Calendars
Northwestern Financials and Cognos
Chartstring (Accounting Structure)
- Chart of Accounts Overview and Definitions
- Chart of Accounts Quick Reference Guide with Dept ID Prefix & Fund Descriptions
- Find an Existing Chart String
- Account Code Guide
- Entering a Financial Structure Request
Purchasing
- Purchasing and Payments Overview
- iBuyNU (via The NU Portal)
- Procurement and Payment Services and Forms
- Preferred Vendors
- Bid Process
- Purchasing Decision Documentation (OnBase Form, will require login)
- Northwestern Corporate Card
- Signature Authority
- Northwestern University Tax-Exempt Status (NetID and password required)
Travel and Entertainment
- Travel and Entertainment Overview
- Expense Reimbursement Guidelines
- Expense Reports in NUFinancials (MyHR Learn)
- NUFinancials Tips
Journals
Cognos Reports
- NUFinancials Reports Overview
- Reporting and Analytics in Cognos BI (MyHR Learn)
- CONDUITS Online Reports
GL068 Guides
Endowment Management
Policies, Procedures, and Forms
Northwestern Policies and Procedures
McCormick Policies and Procedures
- McCormick Faculty Salary Policy – AY Salary, Summer Salary, NIH Cap
- McCormick Corporate Card Guidelines
- NU Spending Limits Guidelines
- McCormick Fixed Price Contract Policy
- Finance Systems Approval Chart
- Payroll Systems Approval Chart
- Reimbursment Center Quick Guide
Financial and Accounting Forms
Find forms related to the following topics:
- Visitor's Expense Report
- Contracted Services
- IRS Form W-9
- Journal Processing
- Petty Cash Pay-out
- Gift Transmittal
- Equipment Retirement
- And more
Expense Reimbursement Forms
- McCormick Customer Service Center – Reimbursements (CSC-R)
- McCormick Reimbursement Exception & 90 day Exception Request Form
- Foreign Per Diem Rates
- OANDA, Currency Site for Foreign Exchange Rate
For payroll forms, visit our Human Resources section.