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. 

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

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

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)

Finance Systems forms

Income Section Forms

Manual Credit Memo Request Form (v2)

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

 

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