Some users may have an Ali+NUFFO account and not even realize it, particularly if they previously held fund authority but never logged in.

Here are steps to verify NUFFO account access:

1. Log in to My Fund Portfolio in NUFFO
   
   • Optional: Click the Filters button to reveal the yellow filters bar (if it is not visible)
2. Scroll right, click Reset button (to clear any filters that may have been “stuck” on during a previous visit)
   • If you see a list of funds, then your fund authority (access) is set up in the system. No further action is needed.
   • If you do not see any funds listed, please email fundmanagement@nufoundation.org for further inquiry.

All approvers – including one or more Spending Authorities, if applicable on a fund-by-fund basis – will receive system-generated digest emails twice daily (noon, midnight) with a list of (and direct hyperlinks to) all current pending items that need to be reviewed.

• Tip: Work from the most recent email received, because prior entries will repeatedly appear until they are approved or denied.
  • However, there’s no need to wait for email, you can work any “newer” pending items (that arrived after the email) directly within the two pending lists in NUFFO.
• Spending authority may not be granted to a surrogate (neither temporarily nor permanently).
• Items are also listed within the two main page areas in NUFFO. Payment requests live on one page in the system, while transfer requests live in a separate area.
• If dual authorities, workflow awaits approval from both if required by the Fund Summary Memo.
• If designated authorities, workflow allows approval by either spending or designated authority.

No, if you are a spending authority.

Yes, if you are an approver in campus financial aid or campus payroll.

The eRequest system launch happens Nov. 1, 2023 and multiple training sessions will be offered each week all this month.

The grace period for paper submissions ends at the close of business on Fri. Nov. 11, 2023.

No. The system does not currently offer a way to download an exportable version of an eRequest. All approvals will now occur online within NUFFO.

Two alternatives:

1. You may print screen if needed. 
2. If your colleague has access to the fund, copy/paste to send the URL (web link at the top of the eRequest record) via email or SMS text message to your colleague. Even if your colleague does not have access to update or change it, they could still view it.

Because checks are now direct-mailed to the payee, there is no way to view a scan of the check. You will be able to see the check number to ensure it was paid.

In the rare event you need to determine whether a check was cashed, please call the foundation and ask to speak with Jane Steinbach, Senior Accountant.

No. All checks must be directly mailed to the payee (vendor or employee seeking reimbursement).

Prior to the launch of eRequests, the foundation worked hard to complete a project to address some 2,000 committee-awarded funds and reassigned the spending authority to a specific fund authority holder.

No. Documents containing sensitive personal information must not be uploaded into NUFFO. Uploaded documents are permanently visible to anyone with fund access, so sensitive information would be viewable to others. Users do have access to remove uploaded documents during the approval process.

Documents containing sensitive information should be directly emailed to the foundation at paymentrequest@nufoundation.org. Emails between university and foundation payroll are automatically encrypted for added security.

If you accidentally upload sensitive information, refer to the next question to learn how to correct the error.

A Request Creator only has the ability to remove an eRequest attachment during the initial creation of the request. Once the eRequest record is saved and added to NUFFO, attachments can no longer be removed for security purposes.

To remove an attachment uploaded in error:

1. Navigate to the eRequest record.
2. On the Attachments tab:
   1. Verify the document(s) you do intend to upload have been correctly added and received.
      • If working with a multi-page pdf, for example, export the document, extract the page(s) containing sensitive information, then re-upload the remaining pages.
      • Email the page(s) containing sensitive information to paymentrequest@nufoundation.org and reference the PR- eRequest number.
3.  

If you already have NUFFO access, email biographicalrecords@nufoundation.org to request an update to your email address on file.

If you do not have NUFFO access, or if you need to update NUFFO access, submit a Fund Authority form.

If you’re unsure whether you have NUFFO access, email fundmanagement@nufoundation.org for further assistance.

No. Unlike other data in NUFFO which expires in 24 months or less, all eRequests created in the system remain permanently visible to anyone with fund authority, including attachments of supporting documentation uploaded to eRequest records.

UNF may, from time to time, review stale requests without any activity for an extended time. That review may involve contacting the request creator to determine if the request should remain active or be cancelled.

The first step is to please attend one of the convenient eRequest launch virtual learning opportunities (or NUFFO 103, offered monthly after Nov. 1). If you still have questions after training, you may optionally join a drop-in weekly support workshop. Details for these workshops will be shared at training.