Tips:

Changing the Accounting Date on Expense Reports

Navigation: NUPortal > Financial > Payments tab > Expense Reports > Find/Modify Existing Expense Report

  1. Click Search
  2. Click the Report ID of the Expense Report you wish to modify. The Expense Report opens.
  3. Click Save for Later at the bottom of the page.
  4. A warning message will tell you if the Accounting Period is closed and what period is open:

Graphic of warning message

  1. Click OK to close error message.
    Graphic of Accounting Date calendar
  2. Change the Accounting Date to one in the open period:
    1. Click the Accounting Date calendar icon.
    2. Click Current Date or select an appropriate date from calendar.
  3. Click Save for Later at the bottom of the page.
    • The Expense Report can now be Budget Checked and Submitted for approval.