Financial Services Forms

You can download, complete and print out our editable Word/Excel based forms.

On completion your forms should be emailed to the relevant Financial Services department for processing.

Experiencing problems opening or downloading a form?  You can download your form by hovering over the form name, right click, "Save Target As" and save the form on your computer.

Services List

  • Accounts Payable - Advance Claim
  • Accounts Payable - Advance Reconciliation
  • Accounts Payable - Advance Reconciliation Expenditure Summary
  • Accounts Payable - Authority For Continuing Payment
  • Accounts Payable - New Creditor Application Foreign Creditor
  • Accounts Payable - New Creditor Application NZ Creditor
  • Accounts Payable - Reimbursement Claim Form NonStaff
  • Accounts Payable - Reimbursement Claim Form NonStaff
  • Accounts Receivable - Account Application - Individual
  • Accounts Receivable - Account Application - Organisation
  • Accounts Receivable - Account Application - Research Funder
  • Asset - Disposals
  • Asset - Transfers
  • CAWSEP - Cost Benefit Worksheet
  • CAWSEP - Cover Page Template
  • CAWSEP - NPV Template
  • CAWSEP - Project Approvals
  • CAWSEP - Project Definition
  • CAWSEP - Project Report
  • CAWSEP - Project Risk Assessment
  • CAWSEP - Project Strategic Evaluation
  • Credit Card Gateway - (e-commerce) Application
  • DSA - Delegated Signing Authority_ Finance One Application
  • DSA - HoD Specimen Signature
  • DSA - Remove Delegation Notification
  • FBT - Gift Register
  • Finance One - (FSL) Open New or Change Debtor Parent Type Codes
  • Finance One - (FSL) Open New or Change Item Codes
  • Finance One - Close Activity Centre
  • Finance One - Close Cost Centre
  • Finance One - Close Cost Centre Funded Research
  • Finance One - Open Activity Centre
  • Finance One - Open Cost Centre
  • Finance One - Open Cost Centre Funded Research
  • Finance One - Open E Activity
  • Finance One - Rename Cost OR Activity Centre
  • Finance One - Request For New Dissection
  • Finance One - Template Import Journal
  • Finance One - Template Import Journal Accrual
  • Finance One - User Remove Access
  • Procurement - Marketsite New User Application
  • Purchase Card - Application
  • Purchase Card - Delegated Coder
  • Receipting - Banking Summary
  • Further information about FSD Forms

    Contact Us

     

    © Financial Services Division
    University of Otago
    PO Box 56
    Dunedin 9054
    New Zealand

    Tel 64 3 470 5554
    Fax 64 3 479 8040
    Email finance.helpdesk@otago.ac.nz