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Finance Forms

Please click on the boxes below to find the Finance form you require. To view the Finance forms sorted in a numerical order, click on the box at the bottom of the page.

Frequently Used Forms

Ref

Name Used for Contact
FS03   Payment Request (Domestic) - No Tax Invoice - online Appian form | Quick Guide Requesting a non-reimbursement, refund or payment to an individual/supplier (non staff) with no tax invoice to an Australian bank account Lynette Edwards
FS18  Miscellaneous Payment Paying back money to the University Helen Candida
FS19 Sales Invoice Request - online Appian form | Quick Guide Requesting a sales invoice Rosanne Rigon
FS22  Request for Access/Change to Finance One Access to the financial system - Finance One Nicola Fountain
FS28  Information on engaging and paying an independent contractors in UniSA

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

Jossalyn Murphy
Web  Business Travel Request Form To start a new travel booking request Joanne Amey

Appian Online Forms

Ref

Name Used for Contact
FS03 Payment Request (Domestic) - No Tax Invoice - online Appian form | Quick Guide Requesting a non-reimbursement, refund or payment to an individual/supplier (non staff) with no tax invoice to an Australian bank account Lynette Edwards
FS19 Sales Invoice Request - online Appian form | Quick Guide Requesting a sales invoice Rosanne Rigon

Assets

Ref

Name Used for Contact
FS64    Asset Disposal Used to record the disposal of an items held on the Fixed Asset Register Jass Kaur
FS65 Asset Addition Used for the recognition of new items to be added to the Fixed Asset Register Jass Kaur
FS66   Asset Relocation Used to update the location details of an item held on the Fixed Asset Register Jass Kaur
FS68 Fixed Asset Annual Stocktake Disposals Form To be used as part of the annual stocktake process. Jass Kaur
FS69 Assets Loan Agreement & FBT Declaration Used when loaning assets to staff members or other areas Kristian Thoroughgood

Credit Cards

Ref

Name Used for Contact
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 Elyse Perin
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. Elyse Perin

Expenditure

Ref

Name Used for Contact
FS03    Payment Request (Domestic) - No Tax Invoice - online Appian form Requesting a non-reimbursement, refund or payment to an individual/supplier (non staff) with no tax invoice to an Australian bank account Lynette Edwards
FS05 Overseas Payment Where there is no Invoice and an overseas payment is required. Lynn Haine
FS13 Petty Cash Agreement Applying for petty cash Mike Royans
FS14 Petty Cash Reimbursement Reimbursing with petty cash Lynette Edwards
FS15 Petty Cash Reimbursement Record Recording all petty cash purchases Lynette Edwards
FS28 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)

Jossalyn Murphy
FS71

FBT:

Entertainment costs Kristian Thoroughgood
Web Business Travel Request Form To start a new travel booking request Joanne Amey

Finance One

Ref

Name Used for Contact
FS08    Maintenance of Chart of Accounts Changes to the chart of accounts Diana Smith
FS10 Maintenance of Item Codes Changes to item codes Philippa Pedlar
FS11 Journal Upload Sheet - Non GST Template to be used for uploading journal entries into Finance One Daniela Kuckhahn
FS22 Request for Access/Change to Finance One Access to the financial system - Finance One Nicola Fountain

Insurance

Ref

Name Used for Contact
FS23    Student Placement Insurance Insuring students on placement Rae Barclay
FS24 Student Incident Report Incident report for students on placement or other Uni related activity Rae Barclay
FS33 Outside Directorships Approval for holding and Outside Directorship on behalf of UniSA Helen Bagnell

Revenue

Ref

Name Used for Contact
FS18    Miscellaneous Payment Paying back money to the University Helen Candida
FS19 Sales Invoice Request - online Appian form | Quick Guide Requesting a sales 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 Line Item Request Form New Line Item / Amendment to Existing Line Item Daniela Kuckhahn
FS44    Cash Sales Tax Invoice Instructions enclosed Helen Candida

Strategic Procurement

Ref

Name Used for Contact
FS02 Purchase Requisition Form No longer in use - VCA Approval is now obtained and recorded electronically in Finance One via workflow. Karen Smith
FS09   Vendor Account Request Requesting creation of a new vendor or changes to an existing vendor file Karen Smith
FS60    Contract and Tender Received Listing contracts / tenders received Chiara Festa

Students

Ref

Name Used for Contact
FS06   Student Committee Sitting/Attendance Fee Payments - please refer to the online Payment Request (Domestic) - No Tax Invoice Committee sitting attendance fee payments Penny Moore
FS23 Student Placement Insurance Insuring students on placement Rae Barclay
FS24 Student Incident Report Incident report for students on placement or other Uni related activity Rae Barclay
FS34 Scholarship/Subsistence Payment Request Organising a scholarship payment Jossalyn Murphy

Travel

Ref

Name Used for Contact
Web Business Travel Request Form To start a new travel booking request Joanne Amey
FS26   Travel Calculator

Indicative rates for:

To estimate a cash advance - guide only Mike Royans
FS27 Cash Advance Approval For travelling staff who do not hold a UniSA Credit Card, to obtain approval for a Cash Advance. Mike Royans
FS32 Medical Request Booking a medical consultation for travel Joanne Amey
FS36 Cash Advance Record - Instructions To record cash expenditure Mike Royans
FS37 Business Travel Record Travel Diary for ATO requirements Joanne Amey
FS38 Cash Advance Summary Sheet - instructions Summarising the cash advance expenditure Mike Royans
FS39 Accounts Payable Cash Advance Acquittal Acquitting the cash advance via Accounts Payable Mike Royans
FS84 University Credit Card Authorisation - Accommodation If you do not have a University Corporate Credit Card and are booking accommodation then use this form to send to the hotel prior to your stay with the appropriate authorisation of the cardholder so that the charges can be applied against this card. Joanne Amey
FS88 Traveller Profile Form To set up a Travel Profile to be used by the Travel Management Company to complete bookings. Joanne Amey

Other

Please see below a list of other related links that you may find useful:

All Forms - Numerical Order

Ref

Name Used for Contact
FS02 Purchase Requisition Form No longer in use - VCA Approval is now obtained and recorded electronically in Finance One via workflow. Karen Smith
FS03 Payment Request (Domestic) - No Tax Invoice - online Appian form | Quick Guide Requesting a non-reimbursement, refund or payment to an individual/supplier (non staff) with no tax invoice to an Australian bank account Lynette Edwards
FS05 Overseas Payment Where there is no Invoice and an overseas payment is required Lynn Haine
FS06 Student Committee Sitting/Attendance Fee Payments - please refer to the online Payment Request (Domestic) - No Tax Invoice Committee sitting attendance fee payments Penny Moore
FS08 Maintenance of Chart of Accounts Changes to the chart of accounts Nicola Fountain
FS09 Vendor Account Request Requesting creation of a new vendor or changes to an existing vendor file Karen Smith
FS10 Maintenance of Item Codes Changes to item codes Philippa Pedlar
FS11 Journal Upload Sheet - Non GST Template to be used for uploading journal entries into Finance One Daniela Kuckhahn
FS13 Petty Cash Agreement Applying for petty cash Mike Royans
FS14 Petty Cash Reimbursement Reimbursing with petty cash Lynette Edwards
FS15 Petty Cash Reimbursement Record Recording all petty cash purchases Lynette Edwards
FS18 Miscellaneous Payment Paying back money to the University Helen Candida
FS19 Sales Invoice Request - online Appian form | Quick Guide Requesting a sales 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
FS22 Request for Access/Change to Finance One Access to the financial system - Finance One Nicola Fountain
FS23 Student Placement Insurance Insuring students on placement Rae Barclay
FS24 Student Incident Report Incident report for students on placement or other Uni related activity Rae Barclay
FS26 Travel Calculator

Indicative rates for:

To estimate a cash advance - guide only Mike Royans
FS27 Cash Advance Approval For travelling staff who do not hold a UniSA Credit Card, to obtain approval for a Cash Advance Mike Royans
FS28 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)

Jossalyn Murphy
FS29 Line Item Request Form New Line Item / Amendment to Existing Line Item Daniela Kuckhahn
FS32 Medical Request Booking a medical consultation for travel Joanne Amey
FS33 Outside Directorships Approval for holding and Outside Directorship on behalf of UniSA Rae Barclay
FS34 Scholarship/Subsistence Payment Request Organising a scholarship payment Jossalyn Murphy
FS36 Cash Advance Record - Instructions To record cash expenditure Mike Royans
FS37 Business Travel Record Travel Diary for ATO requirements Joanne Amey
FS38 Cash Advance Summary Sheet - instructions Summarising the cash advance expenditure Mike Royans
FS39 Accounts Payable Cash Advance Acquittal Acquitting the cash advance via Accounts Payable Mike Royans
FS44 Cash Sales Tax Invoice Instructions enclosed Helen Candida
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 Elyse Perin
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 Elyse Perin
FS60 Contract and Tender Received Listing contracts / tenders received Chiara Festa
FS64    Asset Disposal Used to record the disposal of an items held on the Fixed Asset Register Jass Kaur
FS65 Asset Addition Used for the recognition of new items to be added to the Fixed Asset Register Jass Kaur
FS66   Asset Relocation Used to update the location details of an item held on the Fixed Asset Register Jass Kaur
FS68 Fixed Asset Annual Stocktake Disposals Form To be used as part of the annual stocktake process Jass Kaur
FS69 Assets Loan Agreement & FBT Declaration Used when loaning assets to staff members or other areas Kristian Thoroughgood
FS71

FBT:

Entertainment costs Kristian Thoroughgood
FS84      University Credit Card Authorisation - Accommodation If you do not have a University Corporate Credit Card and are booking accommodation then use this form to send to the hotel prior to your stay with the appropriate authorisation of the cardholder so that the charges can be applied against this card. Joanne Amey
FS88 Traveller Profile Form To set up a Travel Profile to be used by the Travel Management Company to complete bookings Joanne Amey
Web Business Travel Request Form To start a new travel booking request Joanne Amey

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