Finance Forms

Our Finance Forms have been 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. 

To help you complete our forms, we have created a short guide which is especially useful for knowing what payment information is needed to pay to an overseas account. There is also a quick guide on what form you need to complete depending on who you are paying and what you are paying them for. We hope you find this useful:

Guidance on form completion 

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 on

the Information Services website - alternative forms  

Accounts Payable forms

Advance of Expenses - for students

Student Advance of Expenses Reconciliation Form - to reconcile an advance on return from travel

Accounts Payable Payment Request Form - for University initiated payments

Non-PO Supplier Payment Request Form to pay Non-PO Invoices (incl. VAT)

Single Payment in a Tax Year

Non-Taxable External Examiner Fees

Non-Trade Supplier Creation Template - for multiple Non-Trade Supplier Creations

Student Supplier Creation Template - for multiple Student Supplier Creations

Invoice Uploader Template - for multiple supplier payments

Student Expenses Claim Form (Excel version)

Student Expenses Claim Form (Word version)

Non-Staff Expenses Claim Form (including interview expenses)

Non-Taxable Scholarship Payment Form

Non-Taxable Scholarship Notification of Change Form 

Non-Taxable Scholarship Multiple Notification of Change Form

Non-Taxable Scholarship Recurring Invoice Template

Cash Office forms

Finance Systems forms

Income Section Forms

Manual Credit Memo Request Form

Customer Compliance Checks

Insurance Office forms

Payroll forms

Ad-hoc payments form (HR 100) - Casual Worker

Agreements for Intermediary Workers (Form 111)

Charities Aid Foundation Form

Transport Loan Application Form

Self Service Portal - Employment Status Check

Monthly Paid University Employees: Temporary Additional Payments Form

Taxable Scholarship form

Taxable Scholarship Notification of Change Form

External Examiners Timesheet (Form 96b)

External Examiners Details (Form 95a)

Payroll Payment Request

Pensions forms

Service Assurance Forms

Corporate credit card application form