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Finance Forms

Below is a list of all Finance forms, together with procedures on how to use/complete them.

Form Code Related information
Staff Expense Claims    
Claim form - non entertainment (doc 254kb) (over $50) IAS005 Claim forms policy
    How to fill out the non entertainment claim form
Entertainment Claim form (doc 248kb) (over $50) IAS023 Entertainment claims procedure
    FBT calculator

Monash Business Travel Diary (xls 212kb)

   Business Travel Diary procedure
Petty Cash    
Petty Cash voucher (for claims under $50) (doc 1.3mb) IAS019 Petty Cash voucher procedure
Petty cash reimbursement claim form (doc 271kb) IAS021 Related procedure
Petty cash summary of entertainment form (xls 203kb) IAS022 Related procedure
Monash Westpac Procurement MasterCard    
Application for Monash Westpac Procurement MasterCard (pdf 145kb) CFD006 Related policy
Point of Sales Control profiles
Acknowledgement of changed policy and conditions of use for Monash Westpac Procurement MasterCard (doc 112kb)    
Change MasterCard Statement Recipients (pdf 32kb) CFD002-1  

MasterCard holder dispute notification (pdf 29kb)

 CFD003 Dispute notification procedure
Request to change Point of Sales Control (spend profile) (doc 57kb) CFD020 Point of Sales Control profiles
Request for SAP Credit Card processing access (doc 226kb)    
Expense Category questions for SAP processing    
MasterCard cancellation form (doc 204kb)    
Purchasing    
Purchase Requisition form (doc 239kb) IAS011 Manual Requisition procedure
Contact print services for carbonised copies    
Monash Retail Order Form (doc 253kb)   Purchasing Arrangements for Clayton, Gippsland, Berwick and Alfred Hospital Bookshops and University Shop at Clayton
Monash Retail Claim for Credit Form (doc 249kb)  
Request for purchasing group creation or maintenance (doc 228kb) IAS033 Purchase Group procedure
Accounts Payable    
Request to Change Vendor details online Vendor change precedure
Creation of Overseas Vendor Banking Details online  
Account Verification Stamp (AVS) (doc 26kb) IAS004 AVS procedure
Accounts Payable Adjustment (Dept) (doc 224kb) IAS008 AP Adjustment procedure
Request to cancel/stop/replace cheque (doc 219kb) IAS006 Related procedure
Invoice Upload Template (xls 161kb) online Invoice Upload Example
Invoice Upload authority form (doc 206kb) online  
Student vendor upload template (xls 44kb) online  
Accounts Receivable    
Customer Debtor maintenance form online  
Request for Departmental Receipt book (doc 20kb)    
Asset sale invoice/credit note $5000 and above online  
Tax invoice/credit note for a Grant Fund not yet created but requiring an invoice online  
Invoice/credit note for prospective lease equipment purchased by Monash then sold to a leasing company online  
Record of Monies Received (ROMR) by Student Service Centres(doc 697kb) IAS007a Related procedure
Record of Monies Received (ROMR) for banked monies & processed EFTPoS transactions (doc 268kb) IAS007b Related procedure
Request for refund of eCommerce Payment (doc 228kb) CFD01 Related Procedure
Request for refund for OneStop Web Payment (doc 230kb) CFD05  
Assets    
Cost Centre Asset Transfer (doc 222kb) IAS014 Related procedure
Equipment Loan form (doc 207kb)    
Equipment for Sale - advertising (doc 210kb)    
Sale of equipment form (doc 236kb) IAS013 Procedure for Sale of equipment
Property Disposal Form (PDF) (doc 224kb) IAS031 PDF Procedure
General Ledger    
Request for Fund Maintenance (doc 96kb) IAS015 Fund Maintenance Procedure
Request for Center Maintenance (doc 100kb) IAS016 Center Maintenance procedure
IDN form (doc 242kb) IAS017 IDN procedure
Inter-company journal form (doc 261kb) IAS030 Intercompany journal procedures
General Journal (doc 254kb) IAS028 General Journal procedures
General Journal (xls 202kb)    
General Journal upload - Excel 2000 & 97    
GST forms and standard letters    
Australian Business Number notification online Monash GST policies and procedures
Statement by a Supplier without an ABN (pdf 35kb)    
Non compliant tax invoice with ABN-letter (doc 50kb)    
Non compliant tax invoice with no ABN-letter (doc 52kb)    
Permission to Claim GST Credit (doc 30kb)    
FBT (Fringe Benefits Tax)
Monash Business Travel Diary (xls 212kb)   Business Travel Diary procedure
Expense payment declaration (doc 201kb)    
Recurring Fringe Benefit declaration (doc 203kb)    
SAP and other Financial systems    
SAP user access forms    
Record or change specimen signature (Word 205kb)    
Temporary SAP access/delegation    
Request to renew SAP access (if position number has changed)    
SAP processing support request online Procedure and policy
Mastercard SDOL access form (doc 237kb)    
Request for OneStop access (Cashier receipting system) (doc 241kb)   Staff to approve OneStop forms

SAP Service Request Form (Word 137kb)
SAP Service Request Form (PDF 28kb)

  
SAP Benefits Realisation Form (Word 122kb)
 SAP Benefits Realisation Form (PDF 25kb)