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Credit Note Recommended Supporting Documentation

No. Scenario NON Research Supporting Documentation Research Supporting Documentation
   

Ensure that the CNR is recommended by the Financial Delegation holder of the Faculty/Division

Ensure that the CNR is recommended by the Manager Research Finance/Manager Research & Revenue Accounting
a. Changes in Price / Price Variation / Schedule change / Change of Services Revised/varied agreement or email communication between UNSW service provider and
the customer confirming the price revision
Revised/varied agreement or email communication between Chief Investigator and the customer confirming the price revision and endorsed by Director RGC
b. Customer Request / Wrong Customer or address / Change of Name These would be instances where the customer would request for additional detail in the invoice or change of description
Such requests should include the email from the customer to support the CNR
These would be instances where the customer would request for additional detail in the invoice or change of description
Such requests should include the email from the customer to support the CNR
c. Duplicate Invoices Invoices being duplicated by Billing Team - The CNR should be raised by the Faculty/Division Hub FSO and recommended for approval by the HUB TL
Duplication of the request for invoice by the business unit - The explanation should also include action taken to avoid recurrence

Invoices being duplicated by Billing Team - The CNR should be raised by the Faculty/Division Hub FSO and recommended for approval by the HUB TL
Duplication of the request for invoice by the business unit - The explanation should also include action taken to avoid recurrence

d. GST Error / GST Issues Evidence to support that the revised GST Code is endorsed by UNSW Tax
unless determined as per the tax rules
Evidence to support that the revised GST Code is endorsed by UNSW Tax
unless determined as per the tax rules
e. Incorrect Billing Amount Adequate support to understand why the incorrect amount was indicated in the billing request and
measures to prevent recurrence
Adequate support to understand why the incorrect amount was indicated in the billing request and measures to prevent recurrence
f. UNSW received payment through other sources Evidence to support the recognition of income in UNSW ledger Evidence to support the recognition of income in UNSW ledger
g. Missing/Incorrect Customer PO Information to support the correction of PO detail Information to support the correction of PO detail in the current and any future invoices on hold
h. Non-delivery of service or research outcomes Communication between the relevant business unit and the customer,
supported by confirmation from the relevant financial delegation holder
Communication from the sponsor and verified by the CI, TORCH Team or RGC.
i. Student withdrawal Confirmation by the teaching unit or GRS Confirmation by the teaching unit or GRS
j. Other Should be supported with appropriate documentation to validate the reason given Should be supported with appropriate documentation to validate the reason given