Finance Division

Financial Year End

On this page you will find useful resources and information to help you get ready for the University of Sussex financial year end on 31 July 2020.

If you would like an overview of year end, and information on what you can be thinking about now to help plan for this, please view this presentation.

If you would like guidance on running reports to check purchasing related transactions are up to date, please view this presentation.

The Finance Service Desk is available as usual on rt-finance-servicedesk@sussex.ac.uk, or 01273 87(7172) between 8:30am and 17:00pm if you have any questions about what to do and when, or would like any training or other support.

Year end communications:

Click on the links below to see copies of communications sent to staff regarding year end.

The University of Sussex Financial Year End - Purchase Order and Sales Order Requisitions, and Out of Pocket Expenses [PDF 136.40KB]

University of Sussex financial year end - Authorising Expenditure and Sales Orders [PDF 133.20KB]

University of Sussex Financial Year End - University Purchasing Cards [PDF 99.66KB]

Year end deadlines for July 2020:

31 July:

For requisitioners and staff submitting expense claims -

  • Goods receipt goods and services already received
  • For purchases received before a PO was raised, raise a purchase order requisition, have it authorised, and receipt the goods or services
  • Submit out of pocket expense claims

For authorisers -

  • Authorise purchase order requisitions
  • Complete invoice authorisations
  • Authorise expense claims
5 August: 

For sales order requisitioners -

  • Raise sales orders (old year) - before 6pm

For authorisers - 

  • Authorise sales orders (old year) - before 6pm
6 August:

For sales order requisitioners -

  • Raise sales orders (new year)

For purchasing card holders -

  • Code purchasing card transaction tasks

For authorisers -

  • Authorise sales orders (new year)
  • Authorise purchasing card transaction tasks