Finance Forms

Links to Other Pages

Ref Name Used for Contact
FS03 Payment Request

Paying an individual or reimbursement to an individual or Supplier with no ABN tax invoice.

[All tax invoices must be emailed to unisa.taxinvoices@unisa.edu.au ; if you are a University staff member seeking a reimbursement for out of pocket expenses, please refer to the Staff Reimbursements process]

Accounts Payable
  Vice Chancellor's Authorisations Information regarding the University's VCA framework Risk and Assurance Services
Ref Name Used for Contact
FS61 Intangible Asset Assessment Form Used to determine whether software purchase, customisation and implementation projects meet the capitalisation requirements as an intangible asset, including cloud based services Stephaine Chan
FS64 Asset Disposal Used to record the disposal of an items held on the Fixed Asset Register Jasim Ali
FS65 Asset Addition Used for the recognition of new items to be added to the Fixed Asset Register Jasim Ali
FS66 Asset Relocation Used to update the location details of an item held on the Fixed Asset Register Jasim Ali
FS68 Multi Asset Disposal Used to record the disposal of multiple items held on the Fixed Asset Register Jasim Ali
FS69 Assets Loan Agreement & FBT Declaration Used when loaning assets to staff members or other areas Kristian Thoroughgood
Ref Name Used for Contact
FS52

Visa Card Application

Applying for an University credit card Elyse Perin
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
 

Statutory Declaration Template

To be used when requiring a Justice of the peace signature  
  Vice Chancellor's Authorisations Information regarding the University's VCA framework Risk and Assurance Services
  Currency Converter    
Ref Name Used for Contact
FS08 Maintenance of Chart of Accounts Changes to the chart of accounts in Finance One Bonny Cheng
FS10 Maintenance of Item Codes (updated December 2023) Changes to item codes in Finance One Philippa Pedlar
FS11 Journal Upload Sheet - Non GST Template to be used for uploading journal entries into FinanceOne Daniela Kuckhahn
FS22 Request for Access/Change to Finance One Access to the financial system - FinanceOne Bonny Cheng
  Vice Chancellor's Authorisations Information regarding the University's VCA framework Risk and Assurance Services
Ref Name Used for Contact
FS23 Student Placement Insurance Insuring students on placement Greg Sharon
FS24 Student Incident Report Incident report for students on placement or other Uni related activity Greg Sharon
FS33 Outside Directorships Approval for holding and Outside Directorship on behalf of UniSA Greg Sharon
  Impairment Form - Unimutual Notify insurer of Impairment which exceed 12 hours  Greg Sharon
Ref Name Used for Contact
FS09 Vendor Account Request

Requesting creation of a new vendor or changes to an existing vendor account. Please refer to the:

Vendor Maintenance
FS60 Contract and Tender Received

Listing contracts / tenders received (only for hard copy submission)

Hai Quan
SBS Statement by Supplier Form

For payments above $75, to avoid withhold the No ABN Withholding tax. The University requires all suppliers who do not quote an ABN to sign a SBS form.

Kristian Thoroughgood
Ref Name Used for Contact
FS17 Loan of NAB EFTPOS Terminal agreement Request to borrow EFTPOS Terminal Rosanne Rigon
FS18 Miscellaneous Payment Paying back money to the University Accounts Receivable
FS19 Sales Invoice Request 

This form should not be used for the following:

Rosanne Rigon
FS20 Request to write-off outstanding debt Write-off outstanding debt authority Rosanne Rigon
FS20A Request to write-off outstanding student debt Write-off outstanding debt authority Rosanne Rigon
FS21 Request for a Credit/Adjustment Note Cancelling an invoice Rosanne Rigon
FS29 New Pay UniSA Line Item Request New Pay UniSA Line Item Request Form Finance Systems
FS41 Funding Source Confirmation Document and update the Corporate Allocations (Recurrent and Non-Recurrent) Sharmi Bhatia
  Vice Chancellor's Authorisations Information regarding the University's VCA framework Risk and Assurance Services
Ref Name Used for Contact
FS28 Independent Contractor  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)
Finance - Contractor Review
FS71

FBT Entertainment Assessment Tool | Quick Guide

FBT entertainment assessment Kristian Thoroughgood
FS75

Expensing Internation Tax Form

Expensing Internation Tax Form Kristian Thoroughgood
SBS

Statement by Supplier (SBS) Form 

Statement by Supplier (SBS) Form  Kristian Thoroughgood

 

Ref Name Used for Contact
BTR Business Travel To create a new Business Travel Request and to Maintain your traveller profile. Travellers and Travel Arrangers will be able to see a list of all travel requests (unsubmitted, current, pending diary finalisation and completed travel) from this page Joanne Amey
FS26 Travel Calculator
Indicative rates for:
  • Australian Travel
  • International Travel
To estimate a cash advance - guide only Accounts Payable
FS27 Cash Advance Approval For travelling staff who do not hold a UniSA Credit Card, to obtain approval for a Cash Advance. Accounts Payable
FS32 Medical Request Booking a medical consultation for travel Joanne Amey
FS36 Cash Advance Record - Instructions To record cash expenditure Accounts Payable
FS38 Cash Advance Summary Sheet - Instructions Summarising the cash advance expenditure Accounts Payable
FS39 Accounts Payable Cash Advance Acquittal Acquitting the cash advance via Accounts Payable Accounts Payable
FS89 International High Risk Travel Questionnaire

This form assists the University to determe whether to permit travel to and/or remain in countries with a DFAT Alert Level 3 and 4 (DFAT advice is “reconsider your need to travel” or “do not travel”). Please be advised that there are specific exclusions that apply in relation to travel insurance coverage for staff and students travelling to or remaining in DFAT Alert Level 3 and 4 regions.

Joanne Amey
  Vice Chancellor's Authorisations Information regarding the University's VCA framework Risk and Assurance Services
  Currency Converter    
Ref Name Used for Contact
FS03 Payment Request

Paying an individual or reimbursement to an individual or Supplier with no ABN invoice.

Accounts Payable 
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 account.  

Please refer to the:

Vendor Maintenance
FS10 Maintenance of Item Codes (updated December 2023) Changes to item codes Philippa Pedlar
FS11 Journal Upload Sheet - Non GST Template to be used for uploading journal entries into FinanceOne Daniela Kuckhahn
FS17 Loan of NAB EFTPOS Terminal agreement Request to borrow EFTPOS Terminal Rosanne Rigon
FS18 Miscellaneous Payment Paying back money to the University Accounts Receivable
FS19 Sales Invoice Request

Requesting a sales invoice which contains a wizard to provide assistance with determining a suitable GST code (T, F, I, N, E).

Please refer to the:

Rosanne Rigon
FS20 Request to write-off outstanding debt Write-off outstanding debt authority Rosanne Rigon
FS20A Request to write-off outstanding student 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 - FinanceOne Nicola Fountain
FS23 Student Placement Insurance Insuring students on placement Greg Sharon
FS24 Student Incident Report  Incident report for students on placement or other Uni related activity Greg Sharon
FS26 Travel Calculator
Indicative rates for:
  • Australian Travel
  • International Travel
To estimate a cash advance - guide only Accounts Payable
FS27 Cash Advance Approval For travelling staff who do not hold a UniSA Credit Card, to obtain approval for a Cash Advance Accounts Payable
FS28

Independent Contractor

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)

Finance - Contractor Review
FS29 New Pay UniSA Line Item Request New Pay UniSA Line Item Request Form Finance Systems
FS32 Medical Request  Booking a medical consultation for travel Joanne Amey
FS33 Outside Directorships Approval for holding and Outside Directorship on behalf of UniSA Greg Sharon
FS34 Subsistence Payment Request Visiting Academic Payment Request Form Accounts Payable
FS36 Cash Advance Record - Instructions To record cash expenditure Accounts Payable
FS38 Cash Advance Summary Sheet - Instructions Summarising the cash advance expenditure Accounts Payable
FS39 Accounts Payable Cash Advance Acquittal Acquitting the cash advance via Accounts Payable Accounts Payable
FS41 Funding Source Confirmation Document and update the Corporate Allocations (Recurrent and Non-Recurrent) Sharmi Bhatia
FS52 Visa Card Application Applying for an University credit card Elyse Perin
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 (only for hard copy submission)

Hai Quan
FS61 Intangible Asset Assessment Form Used to determine whether software purchase, customisation and implementation projects meet the capitalisation requirements as an intangible asset, including cloud based services Stephaine Chan
FS64 Asset Disposal Used to record the disposal of an items held on the Fixed Asset Register Jasim Ali
FS65 Asset Addition Used for the recognition of new items to be added to the Fixed Asset Register Jasim Ali
FS66 Asset Relocation Used to update the location details of an item held on the Fixed Asset Register Jasim Ali
FS68 Multi Asset Disposal Form Used to record the disposal of multiple items held on the Fixed Asset Register Jasim Ali
FS69 Assets Loan Agreement & FBT Declaration Used when loaning assets to staff members or other areas Kristian Thoroughgood
FS71

FBT Entertainment Assessment Tool | Quick Guide

 Entertainment costs Kristian Thoroughgood
FS75

Expensing International Tax Form

Expensing International Tax Form Kristian Thoroughgood
FS89 International High Risk Travel Questionnaire

This form assists the University to determine whether to permit travel to and/or remain in countries with a DFAT Alert Level 3 and 4 (DFAT advice is “reconsider your need to travel” or “do not travel”). Please be advised that there are specific exclusions that apply in relation to travel insurance coverage for staff and students travelling to or remaining in DFAT Alert Level 3 and 4 regions.

Joanne Amey
BTR Business Travel To create a new Business Travel Request and to Maintain your traveller profile. Travellers and Travel Arrangers will be able to see a list of all travel requests (unsubmitted, current, pending diary finalisation and completed travel) from this page Joanne Amey