Skip to main content

Online Support

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

guide

My Expenses (SAP Concur)

from August 2019 all employee reimbursable expenses and corporate credit card transactions should be managed in Concur.

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

Credit Card Guidance

guide

My Expenses (SAP Concur)

from August 2019 all employee reimbursable expenses and corporate credit card transactions should be managed in Concur.

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

Finance Portal

guide

Finance Portal Handbook

If you perform approvals in NS Financials you can use the Finance Portal to manage your approvals.  This portal will not show you approvals from Concur, you will need to log into Concur to see those.

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

 

 

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:

  • Request a Purchase Order
  • Buy from UNSW online catalogues
  • Buy hazardous goods
  • Request a Foreign Currency Hedge
  • Request a Customer invoice
  • 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