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Finance forms

To view the Finance forms sorted in a numerical order, please click here or please use the below links to navigate to the relevant section of this page.

 

FS # Form Used for Contact
       

Frequently Used Forms
FS02 Requisition Internal forms Jasmine Hayes-Ingham
FS03 Expenditure Claim Paying or claiming an expense Lynette Edwards
FS11 Request for Transfer of Expenditure by General Journal Transferring expenditure between Cost Centre codes. Sandra Webster
FS18 Miscellaneous Payment Paying back money to the University Helen Candida
FS22 Request for Access/Change to Finance One Access to the financial system - Finance One Diana Smith
FS28 Information on engaging and paying an independent contractors in UniSA

Contract for Services is currently being updated by UniSA Legal advisors.

 Pat Sleeman
FS87 Business Travel Request Requesting travel through our travel agent Jasmine Hayes-Ingham
 

Assets
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 Inge Richards
FS69 Assets Loan Agreement & FBT Declaration Loaning assets to staff members or other areas Kristian Thoroughgood
       

Credit Cards
FS52 Visa Card Application Applying for an University credit card Deb Cocks
FS56 Unavailable Documentary Evidence Declaration To be completed when a Tax Invoice / Receipt for a transaction is not available as evidence. Diane Wade
FS57 Authority to Recover Credit Card Non-Business Expense Money Owed To be completed when you have acquitted all the transactions made from a Cash Advance and need to reimburse the remainder of the Cash Advance to the University. Diane Wade
       

Expenditure
FS02 Requisition Internal forms Jasmine Hayes-Ingham
FS03 Expenditure Claim Paying or claiming an expense Lynette Edwards
FS04 Staff Reimbursement Creating a Staff Reimbursement Claim 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)

UniSA Contractor Services Agreement templates

 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
       

FinanceOne
FS8 Maintenance of Chart of Accounts Changes to the chart of accounts Diana Smith
FS9 Vendor Account Request Changes to a vendor file Jasmine Hayes-Ingham
FS10 Maintenance of Item Codes Changes to item codes Philippa Efthimiopoulos
FS11 Request for Transfer of Expenditure by General Journal Transferring expenditure between Cost Centre 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  
       

Insurance

      
FS23 Students on Placement, Field/Industrial Experience, or Field Trip/Visits (PDF 38.5kb)- information sheet Insuring students on placement Rae Barclay
FS24 Student Incident Report (PDF 74.5kb) Incident report for students on placement or other Uni related activity Rae Barclay
FS33 Outside Directorships (PDF 55kb) Approval for holding and Outside Directorship on behalf of UniSA Rae Barclay
 

Revenue
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
FS06 Student Committee Sitting/Attendance Fee Payments Committee sitting attendance fee payments Penny Moore
FS23 Students on Placement, Field/Industrial Experience, or Field Trip/Visits (PDF 38.5kb)- information sheet Insuring students on placement Rae Barclay
FS24 Student Incident Report (PDF 74.5kb) Incident report for students on placement or other Uni related activity Rae Barclay
FS34 Scholarship/Subsistence Payment Request Organising a scholarship payment Pat Sleeman
       

Travel
FS26 Travel Calculator To estimate a cash advance - guide only Donna Davey
FS27 Cash Advance Approval For travelling staff who do not hold a UniSA Credit Card, to obtain approval for a Cash Advance. Donna Davey
FS32 Medical Request Booking a medical consultation for travel
FS36 Cash Advance Record - instructions To record cash expenditure Donna Davey
FS37 Business Travel Record Travel Diary for ATO requirements Kristian Thoroughgood
FS38 Cash Advance Summary Sheet - instructions Summarising the cash advance expenditure Donna Davey
FS39 Accounts Payable Cash Advance Acquittal Acquitting the cash advance via Accounts Payable Donna Davey
FS87 Business Travel Request Requesting travel through our travel agent Jasmine Hayes-Ingham
FS87a Business Travel Request - Online Booking Tool Only Requesting travel via Campus Travel on-line booking tool Jasmine Hayes-Ingham
FS88 Traveller Profile Form To set up a Travel Profile to be used by the Travel Service Provider to complete bookings. Jasmine Hayes-Ingham

 

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