Finance Forms

Links to Other Pages

Frequently Used Forms

Ref	Name	Used For	Contact
FS03	Payment Request	Paying an individual or reimbursement for non-payroll staff members	Lynette Edwards
FS09	Vendor Account Request	Requesting creation of a new vendor or changes to an existing vendor account	Karen Chiverton
FS18	Miscellaneous Payment	Paying back money to the University	Helen Candida
FS19	Sales Invoice Request	Requesting a sales invoice	Rosanne Rigon
FS22	Request for Access/Change to Finance One	Access to the financial system - FinanceOne	Nicola Fountain
FS28	Independent Contractor Checklist An Employer's Guide Presentation UniSA Contractor Services Agreement templates	Information on engaging and paying an independent contractors in UniSA Contract for Services is currently being updated by UniSA Legal advisors.	Jossalyn Murphy
BTR	Business Travel Request Form	To start a new travel booking request	Joanne Amey

Appian Online Forms

Ref	Name	Used for	Contact
FS03	Payment Request	Paying an individual or reimbursement for non-payroll staff members	Lynette Edwards
FS09	Vendor Account Request	Requesting creation of a new vendor or changes to an existing vendor file	Vendor Maintenance
FS19	Sales Invoice Request	Requesting a sales invoice	Rosanne Rigon

Asset

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	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

Expenditure

Ref	Name	Used for	Contact
FS03	Payment Request	Paying an individual or reimbursement for non-payroll staff members	Lynette Edwards
FS05	Overseas Payment	Where there is no Invoice and an overseas payment is required.	Elisa Rebelos
FS13	Petty Cash Agreement	Applying for petty cash	Kirsti Evans
FS14	Petty Cash Reimbursement	Reimbursing with petty cash	Lynette Edwards
FS15	Petty Cash Reimbursement Record	Recording all petty cash purchases	Lynette Edwards
FS28	Independent Contractor Checklist An Employer's Guide Information Sheet Presentation 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)	Jossalyn Murphy
FS71	FBT: Entertainment Expenditure Form Meals & Entertainment Tax Guide FBT Declaration Form	Entertainment costs	Kristian Thoroughgood
BTR	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	Nicola Fountain
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 FinanceOne	Daniela Kuckhahn
FS22	Request for Access/Change to Finance One	Access to the financial system - FinanceOne	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	Rae Barclay

Revenue

Ref	Name	Used for	Contact
FS18	Miscellaneous Payment	Paying back money to the University	Helen Candida
FS19	Sales Invoice Request	Requesting a sales invoice	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	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 FinanceOne via workflow.	Karen Chiverton
FS09	Vendor Account Request	Requesting creation of a new vendor or changes to an existing vendor account	Karen Chiverton
FS60	Contract and Tender Received	Listing contracts / tenders received	Kirsti Evans

Students

Ref	Name	Used for	Contact
FS06	Student Committee Sitting/Attendance Fee Payments	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

Travel

Ref	Name	Used for	Contact
BTR	Business Travel Request Form	To start a new travel booking request	Joanne Amey
FS26	Travel Calculator Indicative rates for: Australian Travel International Travel	To estimate a cash advance - guide only	Kirsti Evans
FS27	Cash Advance Approval	For travelling staff who do not hold a UniSA Credit Card, to obtain approval for a Cash Advance.	Kirsti Evans
FS32	Medical Request	Booking a medical consultation for travel	Joanne Amey
FS36	Cash Advance Record - Instructions	To record cash expenditure	Kirsti Evans
FS37	Business Travel Record	Travel Diary for ATO requirements	Joanne Amey
FS38	Cash Advance Summary Sheet - Instructions	Summarising the cash advance expenditure	Kirsti Evans
FS39	Accounts Payable Cash Advance Acquittal	Acquitting the cash advance via Accounts Payable	Kirsti Evans
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	Visitor Profile Form	To set up a Travel Profile for UniSA Visitors only, 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:

Policies and Handbooks
Statement by Supplier (includes explanatory memorandum)
Currency Converter
Vice Chancellor's Authorisations
Statutory Declaration Template
UniSA Electronic Funds Transfer Details

All Forms - In Numeric Order

Ref	Name	Used for	Contact
FS02	Purchase Requisition Form	No longer in use - VCA Approval is now obtained and recorded electronically in FinanceOne via workflow.	Karen Chiverton
FS03	Payment Request	Paying an individual or reimbursement for non-payroll staff members	Lynette Edwards
FS05	Overseas Payment	Where there is no Invoice and an overseas payment is required	Elisa Rebelos
FS06	Student Committee Sitting/Attendance Fee Payments	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 account	Karen Chiverton
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 FinanceOne	Daniela Kuckhahn
FS13	Petty Cash Agreement	Applying for petty cash	Kirsti Evans
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	Requesting a sales invoice	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	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: Australian Travel International Travel	To estimate a cash advance - guide only	Kirsti Evans
FS27	Cash Advance Approval	For travelling staff who do not hold a UniSA Credit Card, to obtain approval for a Cash Advance	Kirsti Evans
FS28	Independent Contractor Checklist An Employer's Guide Information Sheet Presentation 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)	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	Subsistence Payment Request	Visiting Academic Payment Request Form	Jossalyn Murphy
FS36	Cash Advance Record - Instructions	To record cash expenditure	Kirsti Evans
FS37	Business Travel Record	Travel Diary for ATO requirements	Joanne Amey
FS38	Cash Advance Summary Sheet - Instructions	Summarising the cash advance expenditure	Kirsti Evans
FS39	Accounts Payable Cash Advance Acquittal	Acquitting the cash advance via Accounts Payable	Kirsti Evans
FS44	Cash Sales Tax Invoice	Instructions enclosed	Helen Candida
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	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 Expenditure Form Meals & Entertainment Tax Guide FBT Declaration Form	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
BTR	Business Travel Request Form	To start a new travel booking request	Joanne Amey