Resources
This page provides links to useful resources, such as webinars and communications, to help you understand University finances.
Access the finance system and get help with queries:
Financial Regulations and University Financial Statements:
Finance webinars:
- 2020
-
In 2020 Allan Spencer (Director of Finance at this time) hosted 2 webinars on Understanding the University's Finances. Also included below is an additional Q&A recording and an addendum to questions from the webinars.
- 20 May 2020
- 22 May 2020
Addendum to Questions from the Finance Webinar [PDF 177.37KB]
- 2019
-
During 2019 Allan Spencer (Director of Finance at this time) hosted 6 webinars on 'Understanding the University's Finances' which can be viewed below.
- 9 July 2019
- 10 July 2019
- 9 September 2019
- 12 September 2019
- 4 October 2019
- 9 October 2019
Understanding the University's Finances - Webinar Slide Pack [PDF 172.34KB]
Finance Communications:
- 2023-2024
-
CFO staff briefing re student debt - June 2024 [PDF 211.74KB] - sent to all Heads of School and Directors of Professional Services to forward on to their staff, June 2024
Staff Briefing on Student Debt - April 2024 [PDF 213.90KB] - sent to all Heads of School and Directors of Professional Services to forward on to their staff, April 2024
Finance Update for Directors of Professional Services and Heads of School - November 2023 [PDF 105.88KB] - including attachements: HoS and DoPS Summary of Responsibilities under the Financial Regulations [PDF 128.61KB] and Information to forward on to all staff [PDF 125.63KB]
Purchasing Card Declaration for Cardholders [PDF 73.32KB] and PCARD DECLARATION 2023 [PDF 104.18KB] - sent November 2023
Guidance on Working with Charities [PDF 128.71KB]
Important Message to all University Purchasing Cardholders [PDF 100.63KB] - Regarding card security, sent 14 August 2023
- 2022-2023
-
RAM Presentation for HoS July 2022 password protected [PPTX 29.38MB]
1-2022 Annual Purchasing Card Declaration [PDF 87.64KB] and Declaration Wording [PDF 104.18KB]
2-2022 Finance Update for Directors of Professional Services and Heads of School [PDF 139.52KB]
3-2022 Recap of Responsibilities for Finance System Users [PDF 173.98KB]
5-2023 Advance Actions for Financial Responsibilities Self-Assessment - May 2023 [PDF 93.81KB] and associated documents: 6-2023 Reminder for all staff - Your responsibilities under the Financial Regulations [PDF 106.76KB] and 7-2023 Finance responsibilities table for HoS and DoPS [PDF 126.02KB]
- 2021-2022
-
1-2021: Annual ÐÔ°®ÊÓƵ Purchasing Card Declaration [PDF 159.13KB]
2-2021 Finance Update for Heads of School [PDF 129.11KB] and Finance Engagement Road Map for HoS 2021-22 [PDF 171.91KB]
3-2021 Finance Update for Directors of Professional Services [PDF 125.27KB] and Finance Engagement Road Map for DoPS 2021-22 [PDF 157.85KB]
4-2021 Communication for All Staff [PDF 174.33KB] (to be forwarded on from Heads of School and Directors of Professional Services and supporting documents referred to in the text:
- Travelling on University Business [PDF 103.47KB]
- What to consider when spending University Funds to meet University requirements and achieve value for money [PDF 115.43KB]
5-2021 Communication to all Purchasing Cardholders, Coder and Authorisers for Action [PDF 123.77KB]
6-2022 Changes to Academic Time Survey Collection Frequency [PDF 200.56KB]
7-2022 Updated Roadmap comms to HoS and DoPS [PDF 89.45KB] and Updated Finance Road Map for DoPS 2021-22 [PDF 162.97KB] and Updated Finance Road Map for HoS 2021-22 [PDF 181.11KB]
8 - 2022 Advance Actions for Financial Responsibilities Self-Assessment [PDF 102.09KB] and 9 - 2022 Reminder for all staff – your responsibilities under the Financial Regulations [PDF 108.22KB]. Associated documents: Finance training requirements and recommendations for staff with financial responsibility [PDF 123.97KB] and Value for Money in Day to Day Purchasing - Staff Guide [PDF 179.53KB]
10-2022 Financial Responsibilities Self-Assessment - Sent to all Heads of School and Directors of Professional Services [PDF 97.17KB] and DoF VfM update for Heads of School, Directors of PS and senior staff [PDF 178.95KB]
- 2020-2021
-
1-2020: Finance Update for Directors of Professional Service [PDF 371.86KB] - November 2020
2-2020: Finance Update for Heads of School [PDF 374.83KB] - November 2020
3-2020: Direct email to purchasing card holders [PDF 248.35KB] - November 2020
Revisions to Financial Regulations - email to HoS and DoPS [PDF 253.87KB] - December 2020
4-2021: Updated Finance Engagement Roadmap for Heads of School - February to July 2021 [PDF 272.14KB] - January 2021
5-2021: Updated Finance Engagement Roadmap for Directors of Professional Services - February to July 2021 [PDF 266.89KB] - January 2021
6-2021: Update from the Director of Finance - for Heads of School [PDF 585.21KB] - April 2021
7-2021: Update from the Director of Finance - For Directors of Professional Services [PDF 587.57KB] - April 2021
8-2021: Urgent request regarding recent attempted fraud [PDF 100.83KB] - May 2021
- 2019-2020
-
Temporary Changes in VAT for Specific Purchases [PDF 94.05KB] - July 2020
Extra Fraud Measures for University Barclaycards [PDF 102.14KB] - April 2020
Finance Arrangements for Off-Campus Working [PDF 115.33KB] - March 2020
Finance Engagement Roadmaps for Heads of School/Directors of Professional Services:
- Heads of School
-
Finance Engagement Road Map for Heads of School 2023-24 [PDF 150.41KB]
- Directors of Professional Service
-
Finance Engagement Road Map for Directors of Professional Services 2023-24 [PDF 139.52KB]
External resources:
- This guide aims to explain university finances and funding so it can be understood by those with little or no financial background. It looks at how institutions ‘tick’ from a financial perspective – where universities get their money from; how they spend the money and why, and how the financial statements demonstrate this.
- University staff have access to the BUFDG e-learning platform, which offers a range of courses covering finance, procurement, tax, credit control, and more.