Incoming and Outgoing payments are processed using finance forms. The Following flowcharts can be used to figure out which form you should use.

- Outgoing Payments

- Incoming Payments

 Interactive Finance Forms  should be used. Forms need to be signed by Chair/Treasurer and then either Executive Treasurer or relevant SU Staff Member before it comes to the Finance team. 

- Yellow Form - used for requesting reimbursements from your account (e.g. you've bought food for an event and need to claim back the money).

- Blue Form - used for transfering money within the SU (e.g. paying another group for a service they have provided).

- Orange Form - used for paying other organisations via transfer (BACS), invoice or credit card (e.g. buying something online directly without having to pay for it upfront yourself).

- Invoice Request - used for requesting an invoice that can be sent to another organisation. 

When filling in forms Department Codes and Ledger Codes (GL) will be required:

- Societies

- Sports Clubs

- Student Groups

- Authorisation Limits

Please note that this is different for Socs, Sports and Volunteering:

- Societies 

- Sports

More information on processing finances for the following:

- Socials

- Equipment for Resale (stash etc)

- Fundraising 

- Sponsorship

If you have any questions have a look at Frequently Asked Questions, or feel free to send us an email.

Instead of using a yellow form you can downlad our eXpense365 app to claim back any money you are owed by your club/society. The training on how to download and use the app can be found here:

Training

FAQ