Access is Via Staffnet. Access You log onto the staff portal to access the program.

Access is Via Staffnet

Access

• You log onto the staff portal to access the program

Staff Portal

• Expenses claims is available under the MY SERVICES TAB

Home Page

Home Page

• From this screen you can see the claims history.

• Start a new claim

• Make a claim for either yourself or a delegate

DelegationYou can choose someone else to complete the form for you

You then choose who you are making the claim for

Claim Form

• When you start the claim form you need to click the declaration that you are making the claim within the University Financial Regulations

Claim Form

• Put a title on the claim form.

• This is also be printed on the form

• Field holds 55 Characters

Claim Form

• The form holds all the major categories that are allowable under the university regulations

Claim Form

Sub categories

Claim Form

• HMRC need as much information as possible about why you have incurred the expenses.

Claim Form

• All Expenses claims need to be supported by a valid itemised receipt to be HRMC compliant.

• One line per receipt.

• Debit/Credit card stubs are not acceptable

Claim Form

• Activity/Project and Task Code is needed.

• IE is entered automatically via the item that is being claimed

Completed Form

Entertaining

• Either Staff or Business entertaining is claimed on the online form.

Entertaining

• The PR1B has been incorporated in the new online form.

• Under new HMRC guideline we need to record certain fields.

• Therefore to be HMRC compliant we have made a number of fields mandatory.

• Full names and company details are now a mandatory.

Incorrect forms

• If your form is incorrect for any reason it will be returned directly to the claimant.

• The form can be corrected online and then reprinted. Return it to the Budget holder and Section Head for re authorisation.

• It will return into the normal payroll payment cycle.

HELP

• If you have technical issues raise an ARS• If you have a finance issue contact your school

finance office E.g.. Unknown Finance codes• Handy Guides are available if you have a

query about what you are claim for• Or email

[email protected]• Or Telephone 58213