Finance Services forms

Below is a selection of the most frequently used Finance Services forms. Guidance concerning completion of all forms may be obtained from your Finance Faculty Team.

Please do not store or use versions of these forms on local departmental websites.

Form Type Form Name Format Size Notes
Cash Passport Cash Passport Application Form MS Excel 78Kb A new way to carry currency when travelling on behalf of the University; replaces Cash Advances. More Information.
Cash Passport Expense Form MS Excel 73Kb To complete on return from travel.
Cash Passport Transaction Log - Guide PDF 163Kb
Cash Passport Transaction Log MS Excel 43Kb
Corporate Credit Cards Corporate Credit Card Application Form PDF 163Kb For staff who require a corporate credit card.
Notification of Lost or Stolen Card Form MS Word 46Kb Please use if your card is lost or stolen.
Exception form MS Word 24Kb To justify use of Corporate Credit Card (Purchasing) for Hospitality.
Customer Information Form Customer Information Form PDF 471Kb The 'Customer Information Form' should be sent to the customer prior to a customer request being submitted.
Expense and Fee Forms Staff Expense Claim Form MS Excel 80Kb Only to be used by staff who claim expenses occasionally. Most staff should use Proactis.
Staff Fee and Expense Claim Form MS Excel 52Kb Only to be used by staff who claim fees occasionally. Most staff should use Proactis.
Non-staff Fee and Expense Claim Forms MS Excel - For individuals not employed by the University. Opens new page where forms are available.
Non-staff Expenses Form MS Excel 80Kb For claiming expenses only
External Examiners Fee Claim Form MS Excel 55Kb For non-University Staff
Expense Claim Form (Foreign Currency) MS Excel 29Kb
Self-Employed Fee Claim MS Excel 73Kb
Part-time Hourly Teachers Fee Claim form MS Excel 27Kb Revised March 2013
Interview / Removal Expense Claim Forms Interview Expense Claim Form PDF 20Kb
Removal Expense Claim Form PDF 7Kb
Journals Departmental CODA XL Journals Form MS Excel 27Kb Please send to your Finance team to upload.
Overtime Overtime Claim Form (individual) MS Excel 15Kb For staff on grades A to I only.
Overtime Claim Form (dept) Guide MS Excel 15Kb
Payment Request Cheque Request Form PDF 15Kb
Foreign Currency Payment Request Form MS Excel 20Kb aka Bank Transfer Request form
Petty Cash Petty Cash Reimbursement MS Excel 76Kb Old EL3 codes removed November 2011.
Posting Slips Posting Slip - standard PDF 76Kb For use by all.
Posting Slip - bulk PDF 83Kb Only for use by selected departments.
Salary Funding Changes Change of Salary Funding MS Excel 17Kb
Sales Invoices Request for SD Invoice  MS Excel 52Kb VAT @ 20.0%.
Studentship - Outside Funded / Departmental Authorisation Studentship Funding Form MS Excel 36Kb Including students selected for the University of Bristol Postgraduate scholarship - 2013 Start.

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