Finance Forms | The University of Edinburgh

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Finance Department forms available to download, categorised by section.

Our Finance Forms are being reviewed to make them easier to fill in on-screen. Just tab through the fields and check the details are correct before sending to the recipient highlighted at the top of each form.

Some of our new finance forms also have new fields to make calculations quicker and simpler. Please refer to the following update for more information.

If you require any of the following documents in an alternative format please contact the Finance Helpline by email at finance.helpline@ed.ac.uk or by phone on 0131 651 5151. More information on accessibility can be found here: https://www.ed.ac.uk/information-services/help-consultancy/accessibility/creating-materials/altformatintro

Accounts Payable forms

Advance of Expenses - for staff

Advance of Expenses - for students

Accounts Payable Supplier Payment Request Form

Single Payment in a Tax year

Non-taxable Scholarships Studentship Payment Form 98b

Non Taxable Scholarship - Notification of Change Form

Non-Taxable Scholarship Multiple Notification of Change Form (v2)

Non-Taxable External Examiner Fees

Non-Trade Supplier Creation Template

Create an Invoice - Invoice Uploader Template

Student Expenses Claim Form

Non-Staff Expenses Claim Form

Student Supplier Creation Template (v4)

Student Scholarships Recurring Invoice Template

Cash Office forms

RBS Bankline Payment Request (for urgent same day payments)

Cash List - Foreign Currency

Cheque List for Foreign Currency Cheques

Cash Payment Request form (Not for Petty Cash Imprest Reimbursements)

Direct Debit Instruction/Collection Request Form

ePay Refund Request Form

Miscellaneous Income Form

Petty Cash Imprest

Online Banking Application to make and view payments

Finance Department Staff Only

Finance Department Budget Request Form for Finance Department Staff

Finance Department Budget Request Form for Finance Department Staff (IT Kit & Software Only)

eAuthorisations Request

Financial Information, Reporting & Strategy Team (FIRST)

Committee financial template (70.19 KB Excel)

Finance Systems forms

Document Management System application form

Delegation of Financial Approval

ePay Event Request Form

ePay Product Request Form

ePay Admin Request Form (ReportingOnly)

Income Section Forms

Manual Credit Memo Request Form

Insurance Office forms

All risks insurance forms

All risks claim form [PDF - 186kB]

All risks template spreadsheet -Excel - 23kB]

Household flats insurance forms

Household flats insurance claim form [Word document - 168kB]

Motor insurance forms

Motor insurance claim form [Word document - 60kB]

Property Insurance Forms

Property Insurance Claim Form [158 KB Word]

Transit insurance forms

Transit insurance claim form [PDF - 67kB]

Travel insurance forms

Business Travel claim form [PDF - 159kB]

Work Experience

Public Liability Confirmation Letter [PDF document - 60kB]

Employers Liability Certificate [PDF document - 55kB]

Payroll forms

Ad-hoc payments form (HR100) - Casual Worker

Agreement for Intermediary Workers (Form 111)

Charities Aid Foundation form

Transport Loan Application Form

Self-Service Portal - Employment Status Check (unidesk.ac.uk)

Monthly Paid University Employees: Temporary Additional Payments form

Taxable Scholarship Form

Taxable Scholarship Notification of Change Form

External Examiners Timesheet (Form 96b)

External Examiner Details (Form 95a)

Payroll payment Request

Pensions forms

SBS Expression of Wishes form

SBS Registration of Dependant form

SBS Opt Out form

Pensions Enquiries webform

Recruitment forms

Interview Expense Claim Form

Service Assurance Forms

Corporate Credit Card Application Form

This article was published on 31 Oct, 2022