Beginning in mid-August 2016, FFRA website content will be moving to the Northwestern IT site's new section for Administrative Systems.

Expense Report Electronic Approvals

Paperless Expense Reports Now Include New Electronic Supervisor and Employee Approval Steps


We've worked closely with Expense Report submitters and approvers, as well as our colleagues in Accounts Payable, Financial Operations, and Human Resources, to move toward paperless expense reports.

What Has Changed

Electronic approvals (instead of wet signatures) for employees and supervisors, along with the ability to scan in and submit documentation online and workflow tracking (shown below), bring us another step closer to paperless reimbursements.

  • Printed and signed paper expense reports have been phased out of the employee reimbursement process in NUFinancials.
  • New certification/approval step in NUFinancials acts as the electronic signature.
  • Traveler's Expense Report Supervisor (or backup) also approves the expense report in NUFinancials.
  • Individual schools and units may continue to follow internal processes.
  • HR Tempoary/Part-Time employees may file electronically but the report will NOT go into electronic workflow. Instead, they will need to print-sign-scan-attach-resubmit.

 

New Employee Expense Report Electronic Approvals Sample Workflow (proxy enterer)

expenses approval path steps

New Report: SC031 - Expense Report Approval Summary

In addition to providing a more streamlined reimbursement experience for users, the new electronic approval process will make it easier for schools and units to monitor approval policy compliance.

 


Training

Recorded Webinar: Expense Report Electronic Approvals play buttong image (25 min)


New Training Materials:

Updated Training Materials: Employee Expense Reimbursement - Electronic Approvals

myHR Training: Assigning an Employee's Primary and Backup Expenses Supervisor pdf icon

 

These items will NOT be updated:

If your unit has NOT enabled electronic approvals for expenses, please see these legacy training items:


More Information

Accounts Payable's Guide to Expense Approval Roles and Responsibilities

 


HELP

Call 847-491-4357 (1-HELP) option 2 or email consultant@northwestern.edu