Money Request Forms
To enter the system, log on to the SU website and navigate to your Admin Tools area. Select the Finances icon.
This will take you to your dashboard screen where you will be able to view a list of recent requests (and see their progress status) and raise new requests.
Clicking on the “New Money Request” command will take you through to the online form.
From here you can identify the event that the expenditure relates to (from a list of those events for which event pages have been set up), the payee (yourself, another member, or an external payee or company), and the payment method (bank transfer or cash).
Where appropriate, boxes will appear to allow names, contact details and bank account information to be provided.
Then a description of the item purchased should be input, along with a justification giving the reason for the purchase, the amount and the Club/Society account line that it should be charged to. There is also a box to drag a scanned receipt to, or you can browse your computer for the receipt image file.
After adding the first item, hit the “Create” button. You can then add further items (these do not need to be against the same account code as the first). If a single receipt covers several items there is no need to upload it more than once.
When you are happy with your request, press the “Submit” button. This will return you to your dashboard screen and you will see your request in the Pending/Recent list.
If you need to view or amend the request, simply click on it in the list to open it.
Once submitted, the request needs to be authorised by your Treasurer or President, whereupon it will pass to Student Activities for approval, then on to Finance for payment. At any time you will be able to see what stage of the process your request has reached from your dashboard list.
If there are any problems with a request at the authorisation or approval stage, it will be returned to the originator for correction or clarification.
If at any stage of the process you encounter a technical problem please take a screenshot and email the image and a description of the problem to firstname.lastname@example.org