Finance Services
Forms
For expenses please note - Any staff or student claim form will be returned, if:-
- Payroll/student number missing/incorrect
- Claimant & authorising signature missing
- Account code missing/invalid
If you are unsure of which form you should be using please email payments@exeter.ac.uk who will advise you.
Further guidance on making an expenses claim can be found in the University's Expenses Regulations
| Account Payable | Comments |
|---|---|
| Staff Expenses Claim Form - Single Entry | For MAIN payroll staff only (not those paid by claim). Please use the Multiple Entry form where the Single Entry claim has insufficient space. Claims do not have to be related to be included on the same form |
| Staff Expenses Claim Form - Multiple Entry | |
| Non-Staff Expenses Claim Form - Single Entry | Not for use by students. For payments to foreign bank accounts (including the Republic of Ireland) please also include the Foreign Payment Request form |
| Non-Staff Expenses Claim Form - Multiple Entry | |
| Student Expenses Claim Form - Single Entry v1.0 | Students must ensure that their bank details are up to date on the Student Portal (MyExeter) BEFORE submitting a claim |
| Student Expenses Claim Form - Multiple Entry v1.0 | |
| Staff Advance Request and Clearance Form v1.0 | Please remember to submit the Clearance form following the expenditure |
| Student Advance Request and Clearance Form v1.0 | |
| Foreign Payment Request Form v2.0 | This form is required for any payment in a foreign currency or to a foreign bank account (in addition to any other forms above). Please consult the guidance tab on this form for necessary payment information |
| Currency request v1.1 | Usually only for use by the International Office or Executive Suite |
| Payment request form v1.3 | This form can be used to request ad-hoc payments to students and non-students where an expenses claim is not appropriate and the payment is not for work done or to settle an invoice. For example, paying student prizes. |
| Invoice Cover Slips v1.0 | Invoice Cover Slips should be printed on green paper only (available from the Print Shop) |
| Supplier update form | |
| Cashiers | |
| Credit Card with tear off slip | |
| Income Summary Sheet | |
| Petty Cash Claim Form | |
| Bank Transfer (Conference) | |
| Bank Transfer (Invoice) | |
| Bank Transfer (Aptos Code) | |
| Other | |
| Journal Entry Form (GM) | |
| Risk Assessment Form - Travel Abroad | Guidance Notes - Staff/Postgrad |
| Self Employment Notification | |
| SITS FID Form | This form should be used for any SITS Finance development requests |
Please note that forms relating to Human Resources and Payroll can be downloaded from the Employment section of the Current Staff website.
