Forms
Please visit this site frequently as we revise our forms to meet the changing needs of our campus.
Your department(s) BUDGET is the amount you are approved to spend in each fiscal year. Purchase request/purchase orders and expenditures are the actual transactions completed by your department. To make changes to your budget or transactions please use one of the "Adjustment" forms below:
Accounts Payable
Contact: Jen Klapp. Email: jklapp@georgefox.edu Phone: 503-554-2170
- Finance Check Request Form NOTE: This Form has changed. It is for Finance Only. Please contact EE regarding a payroll item.
- RUSH Check Request Form
- 2018 Expense Reimbursement Request
- Wire Payment Request (For payment to Foreign Vendors Only)
- W-9
- Direct Deposit for Expense Reimbursement Only for Half-time or less Employees or Temporary Employees.
- When will my payment be processed?
- Accounts Payable Payment Policy
Accounts Receivable
Contact: Heather Groenlund. Email: hgroenlund@georgefox.edu Phone: 503-554-2173
- Deposit Transmittal
- Deposit Transmittal - Multiple accounts
- Deposit Transmittal - Advancement
- Deposit Transmittal - Credit Card
- Deposit Transmittal - Credit Card Multiple Accounts
GFU Visa
Contact for Set Up: Matt Hammar. Email: mhammar@georgefox.edu Phone: 503-554-2162
Contact for Reconciliations: Kathi Becker. Email: kbecker@georgefox.edu Phone: 503-554-2166
Petty Cash
Contact: Belinda Creighton. Email: bcreighton@georgefox.edu Phone: 503-554-2163
- Petty Cash Log
- Petty Cash Voucher - Petty cash is available daily between 9 a.m. and noon. Please make your requests and plan to pick up your cash between those hours.
- Vehicle Cost Calculator
- Petty Cash Policy
Adjustments:
- Budget Transfers - For 2018-19: Use this form to request budget neutral adjustments within the department(s) for which you are responsible. Request approvals by email and forward to: mpowers@georgefox.edu, with the attached form and Budget Summaries for backup. Please note: the use of this form creates a permanent change.
USE THE FOLLOWING FORMS FOR ACTUAL EXPENSES:
- IDC (InterDepartmental Charges)-This form is to be used to transfer funds between deparments. Use this form to charge another department for purchases made on that department's behalf by your department. An example of this would be supplies purchased by Finance for an event co-sponsored by Finance and Employee Empowerment. Finance would complete an IDC to "charge" the employee empowerment office for their portion of the cost of the supplies purchased. For General IDC's this requires approval by both departments. Email approval is sufficient. This approval does not apply to recurring Print, Mail and Telephone IDC's.
- Error Correction for Required Fields Only - This form is to be used to correct errors within YOUR department. Use this form to correct transactions that only utilize the required chart fields: account, fund, department, program and operating unit.
- Error Correction for All Fields - This form is to be used to correct errors within YOUR Department. Use this form to correct transactions that utilize optional chart fields: project, chart field 1, building code, in addition to the required fields.
Chart of Accounts:
- Fund Request Form This form is used to request a new Restricted or Special Operations Fund. Send to Finance after obtaining required signatures.
- Chartfield Request Form This form is used to request a new or change to an existing Project, ChartField1, Program, or Department. Send to Finance after obtaining required signatures.
