Finance Induction

8/10/2019 Finance Induction

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Welcome to CSU

Your guide to staff benefits andinduction to CSU processes

within the Division of Finance


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Finance Induct io n 2

Training Objectives

To explain the functions with which Finance canassist you

To give you information regarding staff benefitsand options

To provide Division of Finance contacts you mayfind useful in your first few weeks

To link you with relevant training opportunities


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What Does Finance Do?

The services the Division provides to theUniversity community are:

Accounting services Accounts Payable Accounts Receivable Campus Mail services Corporate Uniform sales Finance Computing systems Payroll Purchasing Stores Training in Finance systems Transport Travel


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Staff BenefitsSalary Packaging

Salary packaging has the potentialto maximisethe financial outcome for eligible employees.

Allows CSU to pay for items from pre-taxedincome giving you a tax benefit.

However, childcare is one area where the benefitin reduced tax may be outweighed by the reducedChildcare benefit.

Independent financial advice is strongly advisedbefore oping for any salary packaging.


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Salary Packaging Options

Self education directly related to current employment- Specifically excludes HECS

Portable computers

Professional memberships

CSU Childcare and Preschool fees Some superannuation

Corporate Uniform

Motor Vehicles

NB. Cond it ions app ly so p lease check at

www.csu.edu.au/division/finserv/staff/remuneration/salpac/index.htm
http://www.csu.edu.au/division/finserv/staff/remuneration/salpac/index.htmhttp://www.csu.edu.au/division/finserv/staff/remuneration/salpac/index.htm


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Salary Deductions

Salaries system allows for deductions to arange of providers including:

Health insurers

Charitable organisations

Energy providers

You may also have deductions to repay yourcurrent sessions HECS. This allows you to claim

the upfront discount but pay it off during the

session.


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Other Services

TRANSPORT

Staff may hire a pool vehicle if it is not requiredfor official use at the time desired, e.g. a car forfamily holidays.

At Wagga campus the mechanic also offersprivate servicing of motor vehicles and aninspection station.

Payment by salary deduction is available forhires and servicing.

Contact your campus Transport Office for moredetails.


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Corporate Uniform

Uniforms are available in a range of styles for menand women catering for most sizes and jobrequirements.

Check the website for more details:www.csu.edu.au/division/finserv/staff/uniform.htm

Payment upfront or via Salary Packaging isavailable. Contact the Executive Assistant formore information on 32255Kathy Watt.
http://www.csu.edu.au/division/finserv/staff/uniform.htmhttp://www.csu.edu.au/division/finserv/staff/uniform.htmhttp://www.csu.edu.au/division/finserv/staff/uniform.htmhttp://www.csu.edu.au/division/finserv/staff/uniform.htm


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Our Finance System

Our Finance system is Banner Finance. It isspecifically designed for the HigherEducation sector and includes:

Student Administration

Accommodation

Finance

Unless you are a Financial Services orStudent Admin staff member, your access toBanner will generally be via the Web.


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Access to Banner

The information you need to accessBanner is detailed at this website:

www.csu.edu.au/division/finserv/staff/banner/index.htm


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Petty Cash

Petty cash is issued from each University cashier

and from various Petty Cashiers around thecampuses, but must only be used for emergencies.Credit cards are available for most petty cashpurchases and the use of petty cash is greatlydiscouraged.

Petty cash dockets must be: Authorised by the appropriate signatory

Used for amounts under $250 only

Used for restricted items only with prior

authorisations. Reimbursement or an Advance (not preferred).

www.csu.edu.au/division/finserv/staff/procurement/pettycash.htm


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Purchasing

Purchase Credit cards are available in all schoolsand sections for normal low value purchasing.

Purchase requisitions are required for all otherpurchases.

Specific delegations based on dollar values apply towho can approve a purchase in your school orsection.

www.csu.edu.au/division/finserv/staff/procurement/purchasing.htm


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Purchasing

Special Approval Requirements

Computer/AV Equip by Division of Information Technology

Books/Journals by the Division of Library Services

Printing by the CSU Printery

Radioactive Material by CSU Radiation Safety Committee Items < $2,000 no quote required Items $2-10,000 one written quote required Items $10-30,000 two written quotes required Items $30-50,000 three written quotes required Items > $50,000 tender process required

www.csu.edu.au/division/finserv/staff/procurement/purchasing.htm


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Purchasing

Before orderingContact Purchasing Officer to make sure item is

not cheaper on State Contract

Placing an order

Requisitions, properly authorised, must be sent tothe Purchasing Officer

Must be done before purchasing or committing toan order for a service or goods

Orders will be processed normally within 48hrs ofreceipt in Purchasing.

Funds must be available


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Invoicing Customers

If you need to send an account to a customer, eitheran individual or company, it is important to followthese guidelines:

Accounts can ONLY be issued from theUniversitys Accounts Receivable system.

Do not raise a word document or similar as aninvoice.

Be aware of GST and how it affects the amountyour area will receive. Your section receives10/11ths of the total requested only.

Contact Accounts Receivable for ALL invoicing.


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Official Travel

All travel must be PRE-APPROVED.

New staff, who are likely to travel frequently, should applyfor the official University travel card.

Travel transactions are reconciled online via ourProMaster system

View the policy and procedures for Travel here:

www.csu.edu.au/division/finserv/travel/index.htm


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Accommodation & Airfares

Special Accommodation rates are available to stafftravelling for business in most capital cities andareas in which CSU campuses are located.

Airline reservations for Australia and New Zealandare usually made by the travel advisor assignedwithin your division or school, utilising the onlinebooking system, Serko, or by Voyager Travel.

All international travel reservations are made by theCSU Travel Office (excl NZ).
http://www.csu.edu.au/division/finserv/travel/accommodation.htmhttp://www.csu.edu.au/division/finserv/travel/accommodation.htm


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Private Hire of Pool Vehicles

The University fleet includes a pool of vehicles(Sedans, Wagons, 4WD) that may be hired to staffwhen not required for official business use.

Rates are per km plus.

Refer to Transport Officers for conditions or theTransport website.

www.csu.edu.au/division/finserv/staff/vehicle-tenders.htm


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Liaison Officers

Within the Division of Financial Serviceseach member of the management team isassigned to provide specific areas withsupport.

While they will not be experts in all areas ofFinance they will be able to assist in identifyingissues and properly directing you for solutions.

Please refer to contacts website:

www.csu.edu.au/division/finserv/contacts/index.htm

Documents

Finance Induction