Who We Are

PLU Business Office provides accounting and financial services for PLU. We strive to provide the highest quality of service to all customers. Services include: Accounting, Accounts Payable, Student Accounts Receivable, Cashier, Purchasing, Student Loan Collections, and Purchase Cards.

Fiscal year-end procedures – Closing the books for 2014-2015

The University fiscal year-end is approaching on Friday, May 29.  Work in the Business Office is shifting into overdrive, but we need your assistance to successfully assemble all the documentation necessary to properly close the books.  Please review the following list of action steps and respond within the timeline outlined below.  Together we can make this process smooth, accurate and straight-forward.

Action Steps:

- Submit all cash and check deposits to the Business Office by 4:00 p.m. on Friday, May 29.

- Complete outstanding timesheets – the last day timesheets will be accepted is Monday, May 18. Several Programs have employees who are delinquent with completing their timecards, risking an audit exception if not rectified by the fiscal year-end. Please follow-up with your employees when notified by Payroll of the delinquency.

- Clear outstanding travel advances and travel expense reports for trips completed before May 10. According to policy, travelers are required to submit their travel expense reports within 20 days of returning from travel.

- Contact vendors and consultants with outstanding invoices for work that was performed for PLU. Notify them that 5:00PMJune 8th is the deadline for invoices to be submitted to PLU Departments. Please send invoices to the Business Office on a timely basis.

- “Reimbursement and Payment Request” forms to be paid against your FY15 budget need to be submitted to the Business Office by 5:00PM June 8th.  Requests received after this date will be reviewed for materiality as to whether an accrual will be made to charge it to FY15, or if it will be paid against your FY16 budget.

 - All goods and services must be received by May 31 to be included in this fiscal year’s books.  The Business Office will review all invoices for service date and time of delivery to ensure purchases are received by May 31.  Any deliveries received after May 31 will be processed against your next year’s (FY16) budget. (See additional notes below)

Important Information concerning expense cut-off rules:

Expenses submitted prior to May 31, but are for travel or events that occur during next fiscal year (FY16) will be expensed and paid against your next year’s (FY16) budget.  Even if your FY15 budget has additional funds remaining, accounting rules prohibit us from charging the expenses against your FY15 budget when the activity takes place next year.  For instance, if a plane reservation is made on May 15th for travel in July, or later, that expense will reflect next year’s (FY16).

Conversely, goods and services received before May 31 will be charged to your FY15 budget.  This includes items where the invoice is not received by PLU until later in the month of June.  Business Office staff will be scrutinizing invoices for shipping and delivery dates to determine the appropriate year to charge expenses.

Most May P-card purchases will be charged to your current year (FY15) budget, except those purchases that fall in one of the above outlined scenarios.  In order for transactions to be charged to FY15 it is necessary for the transactions to be submitted by the vendor to the bank by May 31.  Vendors usually take a minimum of two business days to submit the transactions.  Some vendors submit transactions on a weekly basis only.  Please keep this in mind when using your P-card at the end of the fiscal year.  Backordered items or transactions not received by the bank by May 31 may be charged to FY16 budgets.

Thank you for your continued assistance and support of the Business Office.  Please call or email Gemma Dulay (x 8056 or dulaygr@plu.edu) or Patti Pearce (x7119 or pearcepa@plu.edu) with any questions you may have.


  • Recent additions to Documents and Forms:
    Externally-funded Grants and Contracts_Step-by-Step Procedures
  • A Purchase Order is required only when the dollar amount of the requisition exceeds $2,500.

The Purchase Card

Learn more about the JP Morgan Chase Purchase Card here

Student Accounts

Find important information about your Student Account here

Documents & Forms

You can download documents and forms here