Services - A-Z - Finance - The University of Sheffield

A-Z of Services

This A-Z list of services is primarily for staff users of our website.

If you are a customer or supplier then you might find these areas of the website useful:

Finance for commercial customers
Finance for research sponsors
Finance for students Finance for suppliers – existing
Finance for suppliers – prospective

If you are unable to find the information you need then please contact 0114 222 1504.

A	Accommodation (see also information required for purchases of travel, accommodation, events and hospitality) ADC Biddable Equipment Fund; Advice notes; Annual staff events Address details – update your personal information (staff) Allocation of budgets Annual Report (see Financial Statements) Asset Registers – Departmental Audit - Internal Audit – annual plan Audit - Internal Audit – appointment of Audit - Internal Audit – Audit Committee Audit - Internal Audit – contacts Audit - Internal Audit – fraud and whistle blowing Audit - Internal Audit – good practice Audit - Internal Audit – preparing for an audit Audit - Internal Audit – process
B	Bank details - update your personal information (staff) Benefits manual (see Staff Fees, Expenses and Benefits Manual) Billing (see sales invoicing) Billing materials (see sales materials) Bribery Act 2010 Budgets - allocation Budgets - available outside main cost centres Budgets - journals Budgets - management Budgets – remaining on research grants (see remaining budgets on research grants and contracts) Budgets - management responsibilities (Faculties and Academic Departments) Budgets - reports catalogue Budgets - use of reserves; virement between cost centres
C	Capital Minor Works Projects (see minor works allocated to Faculties) Capital Projects Cash advances Cash – paying in Cash Office opening times Catering (see also information required for purchases of travel, accommodation, events and hospitality) Certificate of Employers’ Liability (insurance) Change of details (commercial customers) Change of details (staff) Change of details (students) Change of details (suppliers) Charity number for VAT Cheques – collections for retirees; collections for staff leaving;(see staff leaving and retirement events; ) Christmas parties (see annual staff events, see also information required for purchases of travel, accommodation, events and hospitality) Claim relocation expenses Companies House registration number Compensation for participating in research projects; Competition prizes (see purchasing prizes, incentives, compensation or gifts from University funds) Conferences - account application form Conferences – income Conferences – VAT Consultancy fee claims Contact details for finance teams Contact details – update your personal information (staff) Contracted suppliers Corporation Tax Cost centres Curriculum Development Fund (see budgets available outside main cost centres)
D	Data security Departmental Asset Register Departmental events (see annual staff events) Departmental reserve accounts Document Retention guidance for Procure 2 Pay process Donations
E	Eligible body for VAT Employment Relationships EU contract thresholds Employee events; Events for staff Expenses claims Expenses claims – cash advances Expenses claims – consultancy fees Expenses claims – codes; types and codes Expenses claims – deadlines Expenses claims - relocation costs Expenses claims – VAT Expenses – contributions from a member of staff; contributions from a partner or spouse Expenses – contributions from external organisations Expenses manual (see Staff Fees, Expenses and Benefits Manual) Expenditure General Ledger codes
F	Faculties financial support – contacts Faculty reserve accounts Fees manual (see Staff Fees, Expenses and Benefits Manual) Fee claims – consultancy Fee payments to individuals Finance contacts Finance for students Financial Advice Notes (FAN) Financial data security Financial operating strategy Financial planning process Financial period end dates Financial Regulations Financial Resource Allocation Process Financial Statements Forms (see A-Z of useful forms and codes) Fraud policy Fraud - report a case of suspected financial fraud Full economic costing (fEC) Funding council grants for teaching and research Funding of research grants and contracts Funding calculations for tuition fees
G	Gifts (see purchasing prizes, incentives, compensation or gifts from University funds)
H	Higher Education funding guidance HEFCE funding
I	Importing goods Incident reporting (see Serious Incident reporting) Incentives for participating in surveys or competitions (see purchasing prizes, incentives, compensation or gifts from University funds) Income - Dealing with University Income Income - How to Handle Income For Income – University funding streams Insurance Internal Audit – annual plan Internal Audit – appointment of Internal Audit – Audit Committee Internal Audit – contacts Internal Audit – fraud and whistle blowing Internal Audit – good practice Internal Audit – preparing for an audit Internal Audit – process International Travel (see guidance on International Travel) Invoicing – sales
J	Journals
L	Learned Societies Fund Leaving collection account; Leaving events for staff (see staff leaving and retirement events) Location map
M	Map Medical exemption for VAT Mileage allowance Minor works allocated to Faculties myCatalogue myJob myPurchase – accessing and using myPurchase myPurchase – profiles explained; profile combinations myPurchase – substitute approvers myPurchase – training myPurchase – user guides myPurchase – vendor search myPurchase – vendor – request new vendor account
N	National Health Service Pension Scheme (NHSPS) Non-recoverable VAT Non-research projects Notify bank details changes; Notify address details changes; Notify contact details changes (staff) Notify bank details changes; address details changes (customers – commercial) Notify bank details changes; address details changes (customers – students) Notify bank details changes; address details changes (suppliers)
O	On-line Store Opening times Overtime claims
P	Pay and Reward Research Fund; PGR Enhanced Fees (see budgets available outside main cost centres) Pay dates Pay in cash – process Pay student maintenance, scholarship or fees Petty cash - guidance and process Payment Decision Tree Payroll deadlines Period end dates Pensions – USPS Pensions – USPS Review Project Pensions – USS Pensions – NHSPS Prizes, incentives, compensation or gifts from University funds Process for Budget Allocation Procurement contacts Procurement annex to URMS application form Procurement supplier database Professional Services financial support – contacts Purchasing Card Purchasing travel, accommodation, events and hospitality Purchasing VAT
R	Recoverable VAT; Research grant – VAT Refunds from suppliers; Reimbursement of expenses – contributions from a member of staff; contributions from a partner or spouse; Repayment of cash advance Registration number for Companies House Regulations (see Financial Regulations) Reimbursement of expenses – contributions from external organisations Reimbursement of relocation costs; Relocation expenses policy Remittance advices for suppliers; Request copy remittance advice Report (see Financial Statements) Reports catalogue Research Committee Projects; Reserve Accounts Policy (academic departmental and faculty levels); Retirement; Revenue Minor Works Projects; Retirement; Revenue Minor Works Projects Research finance contacts; Research grant – contacts Research grant – budget reporting in uBASE Research grant – end of award Research grant – full economic costing (fEC) Research grant – getting started post award Research grant – help Research grant – project account type RGC2 form (see Procurement annex to URMS application form; Procurement annex to URMS application form) Research grant – running your award Reserves
S	Salary dates; Salary deadlines Salary payments – University bank workers Sales (see On-line Store) Sales invoicing Sales materials Sales materials selection (see sales materials using the correct one when raising a sales invoice) Serious Incident reporting Short Course – account application form Short Course – income Security of financial data Service Level Agreements Staff Christmas parties; Staff events; Staff leaving events; Staff retirement events; Staff leaving collections; Staff retirement collections Statements (see Financial Statements) Student finance Subsistence rates Suppliers – contracted Supplier Terms and Conditions Support for Faculties Support for Professional Services
T	Terms and Conditions for suppliers Tender for a University contract Tendering – current tenders Time Allocation Survey Transparent approach to costing (TRAC) Travel Travel and Business Expenses Regulations
U	uBASE – customer – request new customer account uBASE – accessing and using uBASE uBASE – login uBASE – profiles; profile combinations uBASE – reports catalogue uBASE – substitute approvers uBASE – training; user guides uBASE – vendor search uBASE – vendor – request new vendor account uBASE – uSpace URMS RGC2 Form (see Procurement annex to URMS application form) University bank workers Universities Superannuation Scheme (USS) University of Sheffield Pension Scheme (USPS); Pension Scheme (USPS) Review Project University tendering University Terms and Conditions
V	VAT VAT – terminology Vendor – request copy remittance advice Vendor – request new vendor account in uBASE Vendor – search in myPurchase Vendor – search in uBASE Vendor Terms and Conditions Vice-Chancellor Professorial Equipment Fund (see budgets available outside main cost centres) Vice-Chancellor Start-Up Packages for named Academic Staff (see budgets available outside main cost centres) Virement of budgets Visitor information Vouchers (see purchasing prizes, incentives, compensation or gifts from University funds)
W	WBS projects – non-research WBS projects – research Westfield Healthcare Whistle blowing policy