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Forms

How Do I ... Manage Access?

How Do I ... Find Vendor Information?

  • Vendor Registration Form

    When to use this form

    For Faculty and Staff to provide available information on vendors that conduct business on Northeastern University campuses.

    Get this form

    Follow the How-to guide to register a new Vendor

    Last Updated

    10/12/2023

How Do I ... Buy/Pay for Goods or Services?

How Do I ... Manage Funds: Budgets, Accounting, and Taxes?

  • Create an Endowment Fund Form

    Create an Endowment Fund Form

    When to use this form

    To request that a new Endowment Fund be created. An Endowment Fund code is a six-digit code starting with 4 that identifies a donation that is restricted based on an agreement with a donor. The money is invested; income from the investment is spent for a purpose approved by the donor and Northeastern.

    Last Updated

    01/31/2019

    Related Resources

How Do I ... Plan Travel or Prepare an Expense Report?

  • AMEX Name Change Form

    AMEX Name Change Form

    When to use this form

    Complete and submit this form if you would like to request a name change for your NUCard (AMEX).

    Forms should be sent directly to American express along with proof of name change. Acceptable documentation and instructions on how to submit the information can be found at the bottom of the form.

    Last Updated

    01/10/2024

    Related Resources

How Do I ... Pay Northeastern?

  • Invoice Template

    Download

    When to use this form:

    To bill an external party for services or goods provided by Northeastern.

    Last Updated

    02/26/2024
  • Transact eMarket - Storefront Request Form

    Transact New Storefront Request Form

    Important Update

    For new storefronts, as part of the transition to Workday Financials in July 2025, we will be pausing changes to Transact in June.

    Please note: If you have any new events occurring in June that require new (or updated) storefronts, checkouts, or item codes- Please submit these requests prior to May 30th, 2025. Any requests submitted after this date will be placed on hold until July 1st, 2025. Transact eCommerce will continue operating between June 1st – July 1st but no additions or changes will be made.

    When to use this form

    Northeastern University employees who require a new or updated Transact storefront, checkout, or gateway to collect funds on behalf of the University. For new storefronts, checkouts and gateways, we require 4-6 weeks advance notice before your “go live” date. 

    Last Updated

    05/06/2025

    Related Resources

  • Transact eMarket - Item Code Request Form

    Transact - Item Code Request Form

    Important Update

    For new item codes, as part of the transition to Workday Financials in July 2025, we will be pausing changes to Transact in June.

    Please note: If you have any new events occurring in June that require new (or updated) storefronts, checkouts, or item codes- Please submit these requests prior to May 30th, 2025. Any requests submitted after this date will be placed on hold until July 1st, 2025. Transact eCommerce will continue operating between June 1st – July 1st but no additions or changes will be made.

    When to use this form

    Northeastern University employees who require new or updated item codes for a Transact storefront, checkout, or gateway to collect funds on behalf of the University.  An item code is linked to a singular index and account code. For new item codes and store updates, we require 2 week advance notice before your “go live” date. 

    Last Updated

    05/07/2025

    Related Resources

  • Transact eMarket- Index Change Form

    Transact - Index Change Form

    Important Update

    For index changes, as part of the transition to Workday Financials in July 2025, we will be pausing changes to Transact in June.

    Please note: If you have any new events occurring in June that require new (or updated) storefronts, checkouts, or item codes- Please submit these requests prior to May 30th, 2025. Any requests submitted after this date will be placed on hold until July 1st, 2025. Transact eCommerce will continue operating between June 1st – July 1st but no additions or changes will be made.

    When to use this form

    Northeastern University employees who require to update a new index/account for existing Transact storefront, checkout, or gateway to collect funds on behalf of the University. For updating the index/account codes, we require 2 week advance notice before your “go live” date. 

    Last Updated

    05/07/2025

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Miscellaneous Forms

  • MFD Move Form

    MFD Move Form

    When to use this form

    To move your Multi-functional devices (MFDs) from one location to another within Northeastern University.

    Last Updated

    01/22/2024
  • MFD Order Form

    MFD Order Form

    When to use this form

    To order a new Multi-functional devices (MFDs) for your department in Northeastern University.

    Last Updated

    01/22/2024