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Finance Forms

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

Cash Office forms

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

Online web forms

eFinancials application form

eAuthorisations Admin Access request form

Other forms

Document Management System application form

Cost Centre request form

Job Code request form

Delegation of Financial Approval

 

 

Income Section Forms

New Customer Account Form

Insurance Office forms

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

Overtime Claims Form - Payment claims for work completed prior to 01 April 2022 only

Taxable Scholarship Form

Taxable Scholarship Notification of Change Form

External Examiners Timesheet (Form 96b)

External Examiner Details (Form 95a)

Guaranteed Hours Guidance and Timesheet - Payment Claims for work completed prior to 01 April 2022

Payroll payment Request Form for Additional Hours and Fees - Payment Claims for work completed prior to 01 April 2022

Payroll payment Request

 

 

 

Pensions forms

Procurement forms

Supplier Self-Declaration form [Word]

Recruitment forms

Interview Expense Claim Form

 

 

 

 

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