USE OF FORM AND/OR GUIDE

 GUIDE

 Expenses

For all forms and guides in this section see Expenses & Expenditure Forms and Guides

Re-imbursement of Expenses Form 

 Should be used to claim all travel and associated expenses, as well as other miscellaneous expenses.
For a Word version of this document please contact your Campus Accountant.

 Guide to Expenses

 Expenditure

 For all forms and guides in this section see Expenses & Expenditure Forms and Guides

Expenditure Request Form 

 To be used when ordering goods or services from overseas, for foreign currency payments and for special purposes such as prizes. For goods or services within the university a General Purpose Requisition Form (GPRF) should be used.

Petty Cash Reimbursement Voucher

Should be used to reclaim sundry expenses up to £20. Please note - travel and subsistence expenses should be claimed using a Re-imbursement of Expenses Form (see above).

 Petty Cash Reconciliation

 To be used by Campus Finance Office only.

 Application for Purchase Card

 Please send an e-mail to Christine Reece requesting this form.

   Payroll

For all forms and guides in this section see Payroll Forms and Guides

 Casual Claim Form

  To be used for one-off fee payments to individuals (that cannot go through Agresso), e.g. for teaching. 

 Overtime Claim Form

  Should be used by support staff for claiming overtime.

 Income

For all forms and guides in this section see Income Forms and Guides

Invoice Request Form

Should be used by staff wishing to raise an invoice in respect of goods or services (not tuition or accommodation fees). Complete and send to the relevant Campus Finance Office for processing.

OBR 

Complete this form to deposit all cash and cheque receipts and send to your nearest Campus Finance Office. 

 Refund Request for Payment made Online

 Credit Note Request Form

Should be used by staff wishing to raise a credit note in respect of goods or services (not tuition or accommodation fees). Complete and send to the relevant Campus Finance Office for processing.

 The Debt Management Policy has been developed to enable the university to run an efficient and efffective method of debt management.

 Procurement/New Suppliers

For all forms and guides in this section see Procurement/New Suppliers Forms and Guides

HR Letter Template

To be used as a covering letter to accompany a High Relevance Supplier Questionnaire.

Section 2.1 Approved Suppliers

HRT&C

High Relevance Terms & Conditions document.

Guidance for Supplier Questionnaire Selection

HRASQ

High Relevance Supplier Questionnaire.

OR Letter Template

To be used as a covering letter to accompany a Low Relevance Supplier Questionnaire.

ORT&C

Low Relevance Terms & Conditions document.

ORASQ

Low Relevance Supplier Questionnaire.

 Insurance

For all forms and guides in this section see Insurance Forms and Guides

Hired Vehicle Insurance Form

To be used when hiring a vehicle on university business.

Motor Insurance

 If you would like a Minibus Driver's Pack please e-mail Elaine Barwell .

Accident/Incident Report Form

Please complete if you have had an accident or experienced an incident whilst at work.

Details of the university's travel insurance policy are available in this guide.

Travel Insurance

Loan of Equipment Form

To be completed when borrowing university equipment e.g. cameras. 

 Systems

For all forms and guides in this section see Systems & Year End Forms and Guides

Access Control Form

To be completed when you want to request access to one of the university's Corporate administration systems.

Agresso User Access Form

To be completed when you want to request access levels etc in Agresso.

 Year End

For all forms and guides in this section see Systems & Year End Forms and Guides

 Compliance Form

Agreement that university financial regulations have been complied with.

Year End Guidance 

 Accruals & Pre-payment Form

Please complete if you need to accrue expenses at Year End.