Purchasing Policy with COVID-19 Update

Travel Policy

Expense coding required for COVID-19 RELATED PURCHASE:

For any purchase made that relates to the covid-19 pandemic please include  "COVID-19" in the "chartfield one" field in the chart of accounts.

Unfortunately, only one "chartfield one" can be used per transaction and the COVID-19 code must take priority over another department designation.

Concur Expense

Concur Expense is now available to process GFU expense reimbursements. It’s available immediately and is mandatory for submitting expense reimbursements.  Here are some FAQ's.

  • Click this link to access Concur Travel and Expense:
  • Bookmark the login page to make it easy to launch Concur in the future.
  • Your login ID is your George Fox email address.  In order to set your password for the first time, click on the “Forgot your password?” link or visit this link directly.  Be sure to check the option “Send me an email with a link to reset my password” before clicking Submit.

Update your profile

Before using Concur Expense for the first time, you must update your profile by clicking the Profile link at the top of the My Concur page and then reviewing, updating and saving your profile information. You will need to enter your bank account information for direct deposit. Reimbursement will no longer be processed via check.

How to Name a Report

Please use this naming convention when creating a report/s:

Expense Reimbursement Report - Month, First Initial and Last Name e.g.: October, KBecker

GFU Visa Report - Month, Visa, First Initial and Last Name e.g.: October, Visa, KBecker . Please make sure you use this exact naming convention for your Visa.

GFU Visa Report Deadlines/Instructions

Please put all of your October Visa transactions on your October Visa report. If your Available Expenses show a October date, they need to be on your October report. We are moving away from the transaction cycle that we had through US Bank which ended on the 26th of each month. We ask that you have your report completed and submitted by the 10th of the following month. If you have expenses that show up from previous months, please include them on your current report.

Entering and Submitting Reimbursement Reports

Expenses for mileage, meals, conferences, supplies, etc. should all be put on the same report. Charges from different funds/departments/programs/etc should all be included on one report as the charges are allocated at the expense line level. Please turn in expense reports on a monthly basis.

Concur mobile application

On your mobile device, you can:

  • Download the Concur mobile application
  • Upload receipt images on the go
  • Create and submit expense reports

 Visit Concur’s mobile application toolkit to get started and learn what platforms are supported!

Training and Help

Concur Training contains all of the necessary steps to learn how to use Concur. Click on each Video to learn about the process. If you need assistance, please email Kathi Becker at (x2166)