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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 Customer Invoice Request The Customer Invoice Dashboard is for customer to use to request and manage their customer invoices requests
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
guide Source to Pay Source to Pay Education Program

 

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

Billing (Customer Invoices)

Please note this Billing section is for non-Finance staff (specialist Finance department staff should refer to the For Finance Staff section), these materials are for customers to request and manage their bill requests (customer invoices).

 

guide

Customer Invoice Request Getting Started Guide 

The Customer Invoice Dashboard is for staff to use to request and manage their customer invoices requests

 

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

Business Expense Procedure
Expenses

A new Expense Management System is being rolled out (SAP Concur).  Please check the rollout timeline to see when your Faculty/Division should start using it.  By August 2019 all employee reimbursable expenses and corporate credit card transactions should be managed in Concur, in the meantime you can :

  1. use self service and claim back expenses by using the Finance Portal, or
  2. send your expense claim details to the Finance Services Team and they can enter it into the system on your behalf.

 

guide

Finance Portal Handbook  

Enter your expense claim into NS Financials Self Service using the Finance Portal - found in myUNSW on the My Finance tab called Finance Portal

guide

Finance Services Handbook  

Send your expense claim details to your Finance Services Team for them to enter into NS Financials on your behalf - Finance Services is found in myUNSW on the My Finance tab called Finance Services

guide

My Expenses (SAP Concur)

If SAP Concur EMS has been rolled out to your faculty please go to My Expenses and use SAP Concur

 

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

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

General Ledger Guidance Materials

Spreadsheet Journal Templates

Checklist for the successfull use of Spreadsheet Journals:

ssj_checklist.jpg

 

Payroll Allocations
Tax Training & Presentations