Finance Services forms
Noted below is a selection of the most frequently used Finance Services forms.
Guidance concerning completion of all forms may be obtained from your Finance Faculty Team.
Please note that these forms supersede any other forms replicated on local departmental web sites. Finance is not responsible for or required to update forms held on local departmental sites.
Request for Invoice to be Raised
- Request for SD Invoice - VAT @ 20.0% (Excel, 46Kb)
Request for Credit Note to be Raised
Please check the VAT rate you need to select
Please note that VAT rate changes were introduced from 4th January 2011
- Request for Credit Note VAT @ 20.0%(Excel, 46Kb)
- Request for Credit Note VAT @ 17.5%(PDF,18Kb)
- Request for Credit Note VAT @ 17.5%(Excel, 45Kb)
Non Proactis Expense Forms
Staff where departments use Proactis should use this system to claim expenses- Non-staff Expense Claim Form (Excel, 80Kb) (PDF, 19Kb)
- Advance Expense Request Form (PDF,12Kb)
- Expense Claim Form (Foreign Currency) (Excel,29Kb)
Interview and Removal Expense Claim Forms
- Interview Expense Claim Form (PDF,20Kb)
- Removal Expense Claim Form (PDF,7Kb)
Salary Funding Form
- Change of Salary Funding (Excel,17Kb)
Journals
Fees
- Non Contract Staff Fee Claim Form (PDF,26Kb) Non Contract Staff Fee Claim Form (Excel,73Kb)
- Hourly Paid Teachers Fee Claim Form (Excel,39Kb) - revised 19th October 2011
- Student Fee List Claim Form (Word, 83Kb)
- Exam Fee Claim Form (PDF,11Kb)
- Overtime Fee Claim Form (PDF,8Kb)
Payment Request
- Cheque Request Form (PDF,8Kb)
- Foreign Currency Payment Request Form (Excel,27Kb)
Posting Slips
- Posting Slip - standard (PDF,8Kb)
- Posting Slip - bulk Only for use by selected departments (PDF,9Kb)
Petty Cash Reimbursement
- Petty Cash Reimbursement (Excel,76Kb) - Old EL3 codes removed Nov'11
Studentship - Outside Funded/ Departmental- Authorisation
- Authorisation Studentship (Word,102Kb)
Request to cancel a cheque
-
Cancel cheque form (Excel 16 Kb)
Further multi part Finance forms are available from:
- Internal Transfers - ext 88642
- Payment to Bank - Anne-Marie.Marsh@bristol.ac.uk
Note: some of the documents on this page are in PDF format. In order to view a PDF you will need Adobe Acrobat Reader 