NUFinancials Email Notifications

This guide contains a brief list of NUFinancials email notifications associated chiefly with the transaction approval process.

 

Transaction Type

Action

Email Recipients

Email Notification Message

Actuals Journals  Budget Journals

Submitted

Dept./Chart  String Approvers

A Journal needs your Approval.

Pending Approval

Submitter

The Journal has been Pending Approval for 5 days.

Approved

Submitter

The Journal has been Approved.

Denied

Submitter

The Journal has been sent back by an Approver. Refer to  Comments by clicking the Approval Status link.

Cash Advance

Submitted

Approver

Cash advance requires your approval

Approved for Payment

Employee or Proxy

Cash advance has been approved

Sent Back

Employee or Proxy

Cash advance has been sent back

Expense Report

Submitted

Approver

Expense report requires your approval

Approved for Payment

Employee or Proxy

Expense report has been approved

Withdrawn

Employee or Proxy

Expense report has been withdrawn

Sent Back by an Approver

Employee or Proxy

Expense report has been sent back by your approver for  revision

Sent Back by Accounts Payable

Employee or Proxy

Expense report has been sent back by Accounts Payable     for revision

Grants

Award/Project Closeout

Principal Investigator,  Research Administrator (RADM)

2 messages depending on award type, with detailed closeout instructions. Standard and Industry Clinical Trial.

Payment Request

Submitted

Dept./Chart String  Approvers

A Payment Request needs your Approval.

Approved

Submitter

The Payment Request has been Approved. See the SC028  Activity Cognos report for payment details.

Denied

Submitter

The Payment Request has been sent back by an approver.  Refer to Comments by clicking the Approval Status link.

Requisition  

Purchase  Order

Shopping Cart Assigned

Requester

A Shopping Cart has been assigned to you by a Shopper.  In iBuyNU, click Actions Items, Charts Assigned To Me.

Submitted

Dept./Chart String   Approvers

A Requisition needs your Approval.

Denied

Requester

An Approver has denied the Requisition. Refer to

comments by clicking the Approval icon in Manage  Requisitions.

Match Exceptions

Requester

The Purchase Order has Match Exceptions that must be  cleared before it can be paid and closed.

For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) option 2, or consultant@northwestern.edu.




Keywords:Approvals   Doc ID:112540
Owner:ESAF PTP Team .Group:Northwestern
Created:2021-07-21 13:23 CDTUpdated:2021-08-04 11:49 CDT
Sites:Northwestern
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