George Fox check request and expense report reminders
Here are some reminders about check request and expense report procedures:
- Please use 2014/15 forms which can be found at this link.
- Please use the new chart of accounts, which is effective for the 2014/15 fiscal year. All check requests must be signed by the requester and expense reports signed by the payee. You cannot approve your own check requests or expense reports, regardless of dollar amount.
- A printed name, signature and date are required on all forms. Forms will be returned if a printed name, signature and date are not completed.
Authorizations
Requester/payee must get the appropriate approval signature before sending the form to financial affairs. Forms will be returned if the appropriate signatures are not completed.
- Budget Manager – may authorize expenses up to $1,000
- Department Head – may authorize expenses up to $2,499
- Dean – may authorize expenses up to $4,999
- VP – must authorize all expenses over $5,000
- COO – must authorize all expenses over $25,000
Purchase Orders (PO) should be used when ordering merchandise or services for which an invoice requiring payment will be sent to the university. It is the approved method for ordering that the university has adopted and should be used whenever possible.
Please call the finance office at ext. 2162 or ext. 2166 if further help is needed.