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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 Corporate credit card and employee reimbursable expenses Please refer to the My Expenses section
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).

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Customer Invoice Request Dashboard

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

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Customer Invoice Request Getting Started Guide 

Customer Invoice Request Dashboard User Manual

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

Business Expense Procedure
Buy from UNSW Catalogues

To buy from UNSW Catalogues (for stationery, computer hardware, lab equipment etc), please log into myUNSW, click on My Finance and select Buy from UNSW's online catalogues under Finance Services.  To buy non catalogue items (with a puchase order) please contact your faculty's Finance Services Team

Click on the image to enlarge it

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Watch this short instructional video

Expenses

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My Expenses (SAP Concur)

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

There are monthly Concur Drop In sessions - find out more information here.

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

Credit Card Guidance

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My Expenses (SAP Concur)

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

There are monthly Concur Drop In sessions - find out more information here.

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

Finance Portal

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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:

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Payroll Allocations

 

Change in Process PiMs Future Payroll Allocations - 13 March 2020: Future Allocations Process - Future allocations should not be processed with an end date ... click here to read more.

Reporting

Go to the Reporting Page for information on Calumo and financial reporting. 

 

Tax Training & Presentations
Webinars

Finance frequently conduct webinars on various topics which we record and place in our webinar library.  Click here to find out more ...