A - Z index

Agresso Application forms for changes to IP address and new users

Chapter explaining the University’s policy on Travel and Other Expenses, Benefits, Hospitality and Gifts; provides the necessary information in order to comply with obligations under the self-assessment income tax regime.

Chapter providing an overview of the University’s arrangements for capital expenditure

The University’s financial system, FOCUS, relies upon the use of various coding structures, together called the ‘Chart of Accounts’, to produce financial and management accounting information. The use of certain codes is mandatory for each of accounting entry made in FOCUS to ensure the quality of input and that information can be readily produced in the format. This chapter details these mandatory requirements.

Information regarding VAT exemption for conference attendees

Policy statement setting out the role of Finance in the University’s corporate planning process.

Chapter setting out University policy on the provision of credit and charge cards for members of staff.

If you are taking or wish to take card payments on behalf of the University then you will need to do so in a manner which is within the Universities PCI-DSS compliance obligations.

Interactive form used to set up new customer accounts with the University

21-450-6664

Employment Status Questionnaire to be completed where you are engaging a person or business to undertake work on behalf of the University. Guidance is also given at this link.

Chapter setting out, at a high level, the University’s policy on invoicing for external sales, of whatever kind, and the subsequent credit control.

The Financial Manual is an essential component in ensuring the effective, efficient and consistent applications of financial controls and systems within the University. The Manual sets out in detail the University's key financial policies and procedures that need to be followed. The Manual is supplemented by a series of Practical Guides on items of particular interest to academic and administrative staff concerned with financial matters.

The University of Reading Financial Regulations, which have been approved by the Council, set out the responsibility for financial matters within the University and, in broad terms, the financial policies and procedures to be followed within the University. The Financial Regulations are supported by a Financial Manual which sets out in more detail how the various financial activities and processes within the University should operate. In addition, within Finance, a Working Instruction Manual supports our part of the activities and processes in more detail.

Chapter providing an overview of arrangements within the University for dealing with foreign currency transactions.

Chapter explaining the University’s policy on Travel and Other Expenses, Benefits, Hospitality and Gifts; provides the necessary information in order to comply with obligations under the self-assessment income tax regime.

Policy statement setting out the internal financial reporting that Finance provides within the University.

Chapter setting out the University’s requirements in respect of internal trading

Please contact Sales and Credit Control for a range of external invoice numbers (necessary to complete the Internal Trading form).

Guide explaining how journals are processed within Finance.

Chapter defining the approval procedures for leases, the accounting requirements and the records that must be kept so that statutory disclosure requirements can be met.

Policy setting out the principles which are designed to give confidence that all funds transacted through the University’s accounts have been processed in accordance with statutory requirements and to minimise the risk of the University’s funds being used for improper purposes.

Form necessary to claim/reclaim petty cash

Form necessary to request a new project from Management Accounts.

Duns Number 21-450-6664

Guidance documents relating to fEC (full economic costing) and information relating to the financial administration of research projects.

Research Accounts (RA) deal with the post award administration of sponsored research grants and contracts, Short Courses, and the Research Endowment Trust Fund.

Research Contracts provide legal advice and authorisation for Research and Enterprise activities.

The primary function of the Sales and Credit Control office is to ensure that all money due on credit is paid within the terms agreed.

Please contact Credit Control for a template.

Employment Status Questionnaire and guidance, to be completed where you are engaging a person or business to undertake work on behalf of the University.

Chapter defining the accounting requirements for recording in-year movements of stocks and the closing stock valuation.

Chapter setting out the arrangements for the University exercising oversight of the financial affairs of the Students’ Union, and the arrangements for the annual determination of the Block Grant provided by the University to the Students’ Union.

The second edition of the Charity Tax Map, a detailed and comprehensive guide to taxes, exemptions and reliefs applicable to charities.

Chapter explaining the University’s policy on Travel and Other Expenses, Benefits, Hospitality and Gifts; provides the necessary information in order to comply with obligations under the self-assessment income tax regime.

Technical financial accounting activities include: producing statatory accounts for the University, financial accounts for the University's subsidiaries and trusts, preparing P11Ds and PAYE settlement agreeements, training and advice on Employment and Self-Employment and company secretarial services, plus many more.

Please contact Financial Systems for a range of Internal invoice numbers (necessary to complete the Internal Trading form).

Chapter setting out the arrangements for the discharging of the University’s responsibilities as Trustee of a number of Trusts.

Chapter setting out the University of Reading's responsibility to achieve value for money (VFM) for all its activities, regardless of their source of funding.

Chapter setting out the University’s arrangements in the area of Value Added Tax (VAT).