Hot topics and news
This page contains top tips and advice, based on enquiries received by the Finance Service Desk.
Hot topics
How do I... | Top tip |
How do I close a purchase order (PO)? |
To close a purchase order, email the Finance Service Desk, giving the PO number, and request that it be cancelled. If you have previously goods receipted the PO, but then require it to be cancelled you will need to do a 'Goods Return' on the Finance System. To do this, follow these steps in the Finance System:
For screenshots of this process, please see the Purchasing Goods and Services Guide [PDF 6.94MB] |
How do I close a requisition? |
Please note, only the original requisitioner can close a requisition.
For screenshots of this process, please see the Purchasing Goods and Services Guide [PDF 6.94MB] |
How do I find out if an invoice has been paid? |
You can check on the status of an invoice in the Finance System by clicking on: Reports > Purchasing Reports > Invoice Enquiry. You can search by purchase order number or supplier. This report will show you the status of any invoices raised against your purchase order, as follows:
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How do I attach receipts, quotes and other documents in Finance System? |
For screenshots of how to attach documents to requisitions, please see the Purchasing Goods and Services Guide [PDF 6.94MB] For screenshots of how to attach receipts to expense claims, please the Travel and Working Away from Base, Hospitality and Out of Pocket Expenses Guide [PDF 3.82MB] |
How do I check attached documents when authorising a transaction, and what should I do next? |
When you open an authorisation task, the paperclip icon for the line will be highlighted if there is a receipt, document or anything attached.
For information on what you will need to consider when authorising transactions, please see the Authorising Expenditure Guide [PDF 4.88MB] |
How do I set up a temporary substitute to cover my holidays or other absence? |
To avoid delays when you are away from the University you should ensure that one or more substitutes are delegated to action your tasks during your absence. Please note you remain responsible for these actions. Complete the Delegated Authority Set-Up [PDF 331.23KB] and email it to Finance Service Desk, who will arrange authorisation and setup on the system. The substitute will then be available to select from your drop down list. |
If you would like further information to help you understand the University's finances, you can watch watch a webinar hosted by Allan Spencer, Director of Finance, here.