Examples of such individuals are:Įach department/school is responsible for informing the visitor of the University's expense reimbursement policies prior to the incurring of expenses, providing the visitor with the Visitor's Expense Report Form (pdf format) to document expenses, collecting from the visitor the vendor information required for processing the reimbursement, and having all visitor forms properly completed and processed.īelow is a description of Visitor Expense Report process: Northwestern University reimburses individuals who are not University faculty or staff, for University-approved travel expenses, including transportation, lodging, and other travel-related costs. Processing My Wallet Transactionsįor information on processing My Wallet Transactions page, please see the Corporate Card - Reconciliation page. Reimbursements are made via the employee's normal payroll payment method. Please refer to the Expense Report Training Guide for guidance on the NUFinancials Expense Report process. Please see the Expense Approval Roles & Responsibilities page for more information Electronic approvals generated via electronic workflow in NUFinancials.An employee check made out to Northwestern University for the refund of any unspent portion of an advance.A completed and approved Expense Policy Exception Request for any expense submitted for reimbursement not in accordance with University policy.Expense documentation (receipts, policy forms, mileage map, etc.) scanned and electronically attached in the Expense Report header.A complete Expense Report should include: In order to obtain reimbursement for personal funds expended for travel or other expenses, and to account for any amounts expended using an advance, all expenses must be documented on the NUFinancials Expense Report, including pre-paid and direct-billed expenses.Įxpense Reports should be created electronically within 30 days after the completion of each trip and can be accessed via the NUPortal. It is the policy of Northwestern to reimburse faculty and staff for appropriate and approved travel, entertainment, courtesy and other expenditures. Resources and Tools ExpandResources and Tools Submenu.Copyright Clearance ExpandCopyright Clearance Submenu.Policies & Forms ExpandPolicies & Forms Submenu.Information for Departments and Schools.Procurement Diversity Program ExpandProcurement Diversity Program Submenu.

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Expense tracker checklist printable