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Handbooks

 

Click here to view Reporting Handbooks

 

guide UNSW Finance 101 An introduction to the finance department for non finance staff
guide Finance Services Submit tasks to the Finance Services Team, buy from UNSW Catalogues, buy Hazardous goods, apply for access to Finance Systems, submit purchase requests, request a customer bill are some of things you can use Finance Services for
guide Finance Portal (NSF Self Service Portal) Use the Finance Portal (NSF Self Service) to view and approve transactions that have been submitted to you for approval
guide Credit Card Handbook How to reconcile your university credit card (only valid until end of July 2019, then please refer to My Expenses)
guide Payroll Allocations Handbook How to do Payroll Allocations
guide Spreadsheet Project Upload Handbook To be used to load large numbers of projects into NS Financials

 

Please contact fti@unsw.edu.au if you have any questions

Business Expense Procedure
Expenses Guidance

You can claim back expenses by using the Finance Portal (found on the My Finance tab in myUNSW) Finance Portal Handbook

or

You can send your details to the Finance Services Team and they can enter it on your behalf (Finance Services is found on the My Finance tab in myUNSW) Finance Services Handbook

Credit Card Guidance

You can reconcile your credit card in the Finance Portal (found on the My Finance Page in myUNSW)  Finance Portal Handbook

or

You can send all the details to the Finance Services Team to reconcile on your behalf by using Finance Services (found on the My Finance Page in myUNSW) Finance Services Handbook

For more experienced users there is also a Credit Card Handbook

Finance Portal

The Finance Portal is where you can go to check on the status of your expense claims, add a new expense claim, reconcile your corporate credit card and, if you are a Financial Delegate, to manage your approvals.

NS Financials Self Service Guidance Handbook  (now known as the My Finance Portal)

 

Finance Services

What is Finance Services?  You can use the Finance Services website to submit your paperwork to the Finance Services Team. 

The functions available are:

  • Submit an expense claim
  • Submit a credit card expense
  • Buy from UNSW online catalogues
  • Buy hazardous goods
  • Request access to finance systems
  • Make a general inquiry

Finance Services Handbook

How to add the mobile version to your device

Reporting Training
General Ledger Guidance Materials

Spreadsheet Journal Templates

Checklist for the successfull use of Spreadsheet Journals:

ssj_checklist.jpg

 

Payroll Allocations

Payroll Allocation Handbook

If you can't open the handbook please right click, save the file to your desktop and open it from there.  Click here for troubleshooting tips.

Tax Training & Presentations