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

My Wallet in NUFinancials for Procurement Cards


New Streamlined Reconciliation Process

 

Procurement Card users will now reconcile transactions in NUFinancials instead of PaymentNet.

Key Changes

  • No need to log into PaymentNet to enter chart string information or review/approve transactions
  • Procurement Card transactions will be processed in NUFinancials by creating an Expense Report from receipts in My Wallet
  • Charges will be loaded automatically to fill in an expense report with all values except chart string and business purpose
  • Card holders will receive email notification when transactions are ready for processing
  • Procurement Card transactions in My Wallet will follow the Expense Report workflow process to supervisor
  • Although an Expense Report is being created, no payment is issued to user; process is used to streamline accounting and workflow
  • Paper receipts will be scanned and attached to the Expense Report - no need to keep them after the Expense Report is approved


Access to My Wallet Receipts

Employees who use a Procurement Card should already have access to Expense Reports in NUFinancials. Please see the Training section below for more information about using Expense Reports.

Training

Updated Training Materials: Employee Expense Reimbursement - Electronic Approvals - My Wallet section

 

Recorded Webinar

My Wallet Procurement Card Reconciliation Webinar Play (29 min)

December Information Exchanges

Information Exchanges were held in early December on both campuses.

My Wallet Info Exchange Presentation pdf icon

 

Finding My Wallet in NUFinancials

 

screenshot of expense report dropdown menu

 

 

View of Transactions Automatically Loaded into My Wallet

 

screenshot of transactions loaded into My Wallet