Finance Services
Forms
For expenses please note - Any claim form will be returned, if:-
- Claimant & authorising signature missing
- Account code missing/invalid
- Student number missing or incorrect (if relevant)
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 and Purchasing Card Policy
| Account Payable | Comments |
|---|---|
| Staff Expenses claims (Main payroll only) | MAIN payroll staff only (not those paid by claim) should now claim via the Online Expenses system. See http://www.exeter.ac.uk/finance/operations/expenses_and_purchasing_cards/ |
| Non-Staff Expenses Claim Form - Single Entry v1.2 | 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 v1.2 | |
| Student Expenses Claim Form - Single Entry v1.3 | 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 v1.3 | |
| 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) | |
| International Travel Form | |
| 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.
