Staff Resources
Finance and Budget

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Northwestern Financials and Cognos

Chartstring (Accounting Structure)


Travel and Entertainment


Cognos Reports

GL068 Guides

Endowment Management

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Northwestern Policies and Procedures

Northwestern University Policies

Risk Assessment Tool

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McCormick Policies, Procedures, and Forms

McCormick Expense Report Processing

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Financial and Accounting Forms

  • Visitor's Expense Report
  • Contracted Services
  • IRS Form W-9
  • Journal Processing
  • Petty Cash Pay-out
  • Gift Transmittal
  • Equipment Disposal
  • Certification for Faculty iPAD on start-up
  • Project ID ChartField Request Form


Expense Reimbursement

For payroll forms, visit our Human Resources section.