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Finance forms

Finance forms sorted in a numerical order.

FS # Form Used for Contact
       

Frequently Used Forms

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 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

 

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 Emma Murphy
FS69 Asset Loan Loaning assets to staff members or other areas Emma Murphy
       

Credit Cards

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

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)

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
       

Finance One

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

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 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

FS26 Travel Calculator 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


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