Finance forms
Finance forms sorted in a numerical order.
| FS # | Form | Used for | Contact |
Frequently Used Forms |
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| FS03 | Expenditure Claim | Paying or claiming an expense | Lynette Edwards |
| FS11 | Request for Transfer of Expenditure by General Journal - | Transferring expenditure from account codes | Sandra Webster |
| FS22 | Request for Access/Change to Finance One | Access to the financial system - Finance One | Diana Smith |
| FS27 | Cash Advance Approval | For obtaining a cash advance via Accounts Payable | Deb Cocks |
| FS28 |
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Information on engaging and paying an
independent contractors in UniSA
Contract for Services is currently being updated by UniSA Legal advisors.
|
Pat Sleeman |
| FS72 | Amendment to Cardholder Details | Changing details on visa card and applying for a PIN | Diane Wade |
| FS87 | Business Travel Request | Requesting travel through our travel agent | Joanne Amey |
Non Finance |
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Assets |
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| FS60 | Contract and Tender Received | Listing contracts received | Diana Smith |
| FS61 | Contract and Tender Recommendation | Contract and tender panel details | Diana Smith |
| FS67 | Asset Addition/Relocation/Disposal | Amending the asset register | Emma Murphy |
| FS69 | Asset Loan | Loaning assets to staff members or other areas | Emma Murphy |
Credit Cards |
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| FS52 | Visa Card Application | Applying for an University credit card | Diane Wade |
| FS55 | Repayment to UniSA Visa Card | Repaying cash advance from visa card | Helen Candida |
| FS72 | Amendment to Cardholder Details | Changing details on visa card and applying for a PIN | Diane Wade |
| FS83 | University Visa Card Purchase Request | Order form by using your credit card | Diane Wade |
| Statutory Declaration (PDF - 12KB) | Template | ||
Expenditure |
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| FS01 | Purchase Orders | Daniela Kuckhahn | |
| FS02 | Requisition | Internal forms | Daniela Kuckhahn |
| FS03 | Expenditure Claim | Paying or claiming an expense | Lynette Edwards |
| FS04 | Staff Reimbursement | Deb Cocks | |
| FS13 | Petty Cash Agreement | Applying for petty cash | Aileen Kitto |
| FS14 | Petty Cash Reimbursement | Reimbursing with petty cash | Lynette Edwards |
| FS15 | Petty Cash Reimbursement Record - Instructions | Recording all petty cash purchases | Lynette Edwards |
| FS28 | Independent Contractor Checklist | An Employer's Guide | Information Sheet | Presentation (Microsoft Powerpoint - 2MB) | Information on engaging and paying an
independent contractor in UniSA
(RTF file) links to contract templates for companies, contractors with ABNs, overseas individuals, and individuals (staff access only) |
Pat Sleeman |
| FS71 | FBT | Entertainment costs | Aileen Kitto |
Finance One |
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| FS8 | Maintenance of Chart of Accounts | Changes to the chart of accounts | Diana Smith |
| FS9 | Vendor Account Request | Changes to a vendor file | Daniela Kuckhahn |
| FS10 | Maintenance of Item Codes | Changes to item codes | Philippa Pedlar |
| FS11 |
Request for
Transfer of Expenditure by General Journal
|
Transferring expenditure from account codes | Sandra Webster |
| FS22 | Request for Access/Change to Finance One | Access to the financial system - Finance One | Diana Smith |
| FS40 | Financial Report Request | To request a new report, replace a report previously available, or make changes to an existing report, within Finance One | |
Revenue |
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| FS18 | Miscellaneous Payment | Paying back money to the University | Helen Candida |
| FS19 | Request for an Invoice | Raising an invoice | Rosanne Rigon |
| FS20 | Request to write-off outstanding debt | write-off outstanding debt authority | Rosanne Rigon |
| FS21 | Request for a Credit/Adjustment Note | Cancelling an invoice | Rosanne Rigon |
| FS29 | PLU Request Form - non-readers | Price look up request form - general | Tina Maniero |
| FS31 | Summaries of Monies Banked: | Sandra Webster | |
| FS44 | Cash Sales Tax Invoice | Instructions | Helen Candida | |
Students |
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| FS06 | Student Committee Sitting/Attendance Fee Payments | Committee sitting attendance fee payments | Anne-Marie Parsons |
| FS23 | Students on Placement, Field/Industrial Experience, or Field Trip/Visits - information sheet | Insuring students on placement | Helen Bagnell |
| FS24 | Students on Placement, Field/Industrial Experience Incident Report | Incident report for students on placement | Helen Bagnell |
| FS34 | Scholarship/Subsistence Payment Request | Organising a scholarship payment | Pat Sleeman |
Travel |
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| FS26 |
Travel
Calculator
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To estimate a cash advance - guide only | Deb Cocks |
| FS27 | Cash Advance Approval | For obtaining a cash advance via Accounts Payable | Deb Cocks |
| FS32 | Medical Request | Booking a medical consultation for travel | |
| FS36 | Cash Advance Record - instructions | To record cash expenditure | Deb Cocks |
| FS37 | Business Travel Record | Travel Diary for ATO requirements | Kristian Thoroughgood |
| FS38 | Cash Advance Summary Sheet - instructions | Summarising the cash advance expenditure | Diane Wade |
| FS39 | Accounts Payable Cash Advance Acquittal | Acquitting the cash advance via Accounts Payable | Deb Cocks |
| FS87 | Business Travel Request | Requesting travel through our travel agent | Joanne Amey |
| FS87a | Business Travel Request - Only Line Booking Tool Only | Requesting travel via on-line booking tool | Joanne Amey |
| FS88 | Traveller Profile Form | To set up a Travel Profile to be used by the Travel Service Provider to complete bookings. | Joanne Amey |