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. 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 HTML Advance of Expenses - for students Accounts Payable Payment Request Form 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/Non-Staff Expenses Claim Form (inc. Interview Expenses) Non-Taxable Scholarship Payment Form Non-Taxable Scholarship Notification of Change Form Non-Taxable Scholarship Multiple Notification of Changes Form Non-Taxable Scholarship Recurring Invoice Template Cash Office forms HTML RBS Bankline Payment Request (for urgent same day payments) Cash List Cash List - Foreign Currency Cheque List 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) HTML Document Committee financial template (70.19 KB / XLSX) Finance Systems forms HTML 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 (v2) Customer Compliance Checks Insurance Office forms HTML 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 HTML 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) Document Monthly Paid University Employees: Temporary Additional Payments Form (89.59 KB / XLSX) Taxable Scholarship Form Taxable Scholarship Notification of Change Form External Examiners Timesheet (Form 96b) External Examiner Details (Form 95a) Payroll payment Request Pensions forms HTML SBS Expression of Wishes form SBS Registration of Dependant form SBS Opt Out form Recruitment forms HTML Interview Expense Claim Form Service Assurance Forms Corporate Credit Card Application Form This article was published on 2024-07-01
HTML Advance of Expenses - for students Accounts Payable Payment Request Form 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/Non-Staff Expenses Claim Form (inc. Interview Expenses) Non-Taxable Scholarship Payment Form Non-Taxable Scholarship Notification of Change Form Non-Taxable Scholarship Multiple Notification of Changes Form Non-Taxable Scholarship Recurring Invoice Template
HTML RBS Bankline Payment Request (for urgent same day payments) Cash List Cash List - Foreign Currency Cheque List 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
HTML Document Management System application form Delegation of Financial Approval ePay Event Request Form ePay Product Request Form ePay Admin Request Form (ReportingOnly)
HTML 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]
HTML 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) Document Monthly Paid University Employees: Temporary Additional Payments Form (89.59 KB / XLSX) Taxable Scholarship Form Taxable Scholarship Notification of Change Form External Examiners Timesheet (Form 96b) External Examiner Details (Form 95a) Payroll payment Request
