Budget Checking Expense Reports Prior to Approval

If an expense report has a status of "Not Checked", you must Budget Check it prior to approval.

Step 1: Access the Expense Report via the Approval Inbox

  1. Login to the NUPortal
  2. In Approval Inbox, retrieve transactions by clicking number to left of appropriate transaction type Expense Report
    • or NUFinancials > NU Workflow > Approval Inbox

Step 2: Review Budget Status

Graphic of Budget Status Not Checked

Step 3: Run the Budget Check

Graphic of Commitment Control Budget Check

Step 4: Review Budget Checking Header Status

Graphic of Commitment Control with a Valid Budget Check