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Home > Forms for 9.20.12 Accounts Receivable

Forms for 9.20.12 Accounts Receivable

Printer-friendly version [1]

Adjustment Note Request - Form

Adjustment Note Request - Form

Printer-friendly version [2]
Form Number: 
9.20.12d3
Topic: 
9.20.12 Credit Pre-Billing and Collection [3]
Approval Authority: 
Chief Financial Officer
Last Approval Date: 
Thursday, March 15, 2018
Review date: 
Monday, September 1, 2014
Audience: 
All Staff
Staff - Finance roles
Notes: 
15 March 2018 - Form URL updated.
Description: 

This form is used when a credit note is to be raised in UniFi [4] with a PeopleSoft invoice.

URL: 
Adjustment Note Request [5]
Custodians
Chief Financial Officer Mr Andrew Flannery
Billing Identifiers

Billing Identifiers

Printer-friendly version [7]
Form Number: 
9.20.12d7
Topic: 
9.20.12 Credit Pre-Billing and Collection [3]
Approval Authority: 
Chief Financial Officer
Last Approval Date: 
Thursday, March 15, 2018
Review date: 
Friday, November 20, 2020
Audience: 
All Staff
Notes: 
15 March 2018 - Form URL updated.
Description: 

Download the current list of Billing Identifiers

URL: 
Billing Identifiers [8]
Custodians
Chief Financial Officer Mr Andrew Flannery
External Debt Collection Request - Form

External Debt Collection Request - Form

Printer-friendly version [9]
Form Number: 
9.20.12d9
Topic: 
9.20.12 Credit Pre-Billing and Collection [3]
Approval Authority: 
Chief Financial Officer
Last Approval Date: 
Thursday, March 15, 2018
Review date: 
Tuesday, June 9, 2020
Audience: 
All Staff
Notes: 
June 2017 - Form version updated. 15 March 2018 - Form URL updated.
Description: 

Complete this form and send to Accounts Receivable when a debt is to be sent to external debt collectors.

URL: 
External Debt Collection Request - Form [10]
Custodians
Chief Financial Officer Mr Andrew Flannery
Invoice Request - Form

Invoice Request - Form

Printer-friendly version [11]
Form Number: 
9.20.12d2
Topic: 
9.20.12 Credit Pre-Billing and Collection [3]
Approval Authority: 
Chief Financial Officer
Last Approval Date: 
Thursday, March 15, 2018
Review date: 
Monday, September 1, 2014
Audience: 
All Staff
Staff - Finance roles
Notes: 
15 March 2018 - Form URL updated.
Description: 

This forms is used to request that an invoice be raised within an organisational unit (e.g. Head of School asks Finance Officer to raise an invoice).

URL: 
Invoice Request Form [12]
Custodians
Chief Financial Officer Mr Andrew Flannery
Invoice Request Appendix - Form

Invoice Request Appendix - Form

Printer-friendly version [13]
Form Number: 
9.20.12d8
Topic: 
9.20.12 Credit Pre-Billing and Collection [3]
Approval Authority: 
Chief Financial Officer
Last Approval Date: 
Thursday, March 15, 2018
Review date: 
Monday, September 1, 2014
Audience: 
All Staff
Notes: 
15 March 2018 - Form URL updated.
Description: 

Organisational units use this form if extra information is required on an invoice.

URL: 
Invoice Request Appendix - Form [14]
Custodians
Chief Financial Officer Mr Andrew Flannery
New UniFi Customer Request - Form

New UniFi Customer Request - Form

Printer-friendly version [15]
Form Number: 
9.20.12d1
Topic: 
9.20.12 Credit Pre-Billing and Collection [3]
Approval Authority: 
Chief Financial Officer
Last Approval Date: 
Thursday, March 15, 2018
Review date: 
Sunday, September 30, 2018
Audience: 
All Staff
Staff - Finance roles
Notes: 
November 2015 - Form version updated. 15 March 2018 - Form URL updated.
Description: 

This form is used to request a new customer in UniFi [4].

URL: 
New Customer Request [16]
Custodians
Chief Financial Officer Mr Andrew Flannery
Petty Cash Refund - Form

Petty Cash Refund - Form

Printer-friendly version [17]
Form Number: 
9.20.12d7
Topic: 
9.20.12 Credit Pre-Billing and Collection [3]
Approval Authority: 
Chief Financial Officer
Last Approval Date: 
Thursday, March 15, 2018
Review date: 
Monday, September 1, 2014
Audience: 
All Staff
Notes: 
15 March 2018 - Form URL updated.
Description: 

Use this form to refund Security Key Deposits, Swipe Cards and Slide Box Returns up to $50.00 from Petty Cash

URL: 
Petty Cash Refund Form [18]
Custodians
Chief Financial Officer Mr Andrew Flannery
Request for Bad Debt Write-Off - Form

Request for Bad Debt Write-Off - Form

Printer-friendly version [19]
Form Number: 
9.20.12d4
Topic: 
9.20.12 Credit Pre-Billing and Collection [3]
Approval Authority: 
Chief Financial Officer
Last Approval Date: 
Thursday, March 15, 2018
Review date: 
Monday, September 1, 2014
Audience: 
All Staff
Staff - Finance roles
Notes: 
15 March 2018 - Form URL updated.
Description: 

This form is used when a debt is written off.  It should be sent to Accounts Receivable for processing.

URL: 
Request for Bad Debt Write-Off [20]
Custodians
Chief Financial Officer Mr Andrew Flannery
Request Refund - Form

Request Refund - Form

Printer-friendly version [21]
Form Number: 
9.20.12d5
Topic: 
9.20.12 Credit Pre-Billing and Collection [3]
Approval Authority: 
Chief Financial Officer
Last Approval Date: 
Monday, April 20, 2020
Review date: 
Saturday, November 1, 2014
Audience: 
All Staff
Staff - Finance roles
Notes: 
20 April 2020 - Form URL updated.
Description: 

This form to be used to issue a refund.

URL: 
Request Refund Form [22]
Custodians
Chief Financial Officer Mr Andrew Flannery
Request to Amend UniFi Customers Details - Form

Request to Amend UniFi Customers Details - Form

Printer-friendly version [23]
Form Number: 
9.20.12d6
Topic: 
9.20.12 Credit Pre-Billing and Collection [3]
Approval Authority: 
Chief Financial Officer
Last Approval Date: 
Thursday, March 15, 2018
Review date: 
Sunday, September 30, 2018
Audience: 
All Staff
Staff - Finance roles
Notes: 
November 2015 - Form version updated. 15 March 2018 - Form URL updated.
Description: 

This form is used to dhange or add contact details to a customer who is already in UniFi [4] (e.g. an additional contact).

URL: 
Request to Amend Customers Details [24]
Custodians
Chief Financial Officer Mr Andrew Flannery
Custodians
Chief Financial Officer Mr Andrew Flannery
Source URL (retrieved on 2021-04-19 06:30): https://ppl.app.uq.edu.au/content/forms-9.20.12-accounts-receivable

Links:
[1] https://ppl.app.uq.edu.au/print/node/3215
[2] https://ppl.app.uq.edu.au/print/node/984
[3] https://ppl.app.uq.edu.au/content/9.20.12-credit-pre-billing-and-collection#Forms
[4] https://ppl.app.uq.edu.au/glossary/term/127
[5] https://staff.uq.edu.au/files/717/adjustment-note-request-form.doc
[6] mailto:'+'fbs.ppl@uq.edu.au'+
[7] https://ppl.app.uq.edu.au/print/node/2529
[8] http://www.fbs.uq.edu.au/secure/documents/billing_identifiers.xls
[9] https://ppl.app.uq.edu.au/print/node/1480
[10] https://staff.uq.edu.au/files/95/debt-collection-request-form.doc
[11] https://ppl.app.uq.edu.au/print/node/983
[12] https://staff.uq.edu.au/files/726/invoice-request-form.doc
[13] https://ppl.app.uq.edu.au/print/node/1479
[14] https://staff.uq.edu.au/files/729/invoice-request-form-additional-lines.doc
[15] https://ppl.app.uq.edu.au/print/node/982
[16] https://staff.uq.edu.au/files/864/new-customer-request-form.docx
[17] https://ppl.app.uq.edu.au/print/node/1172
[18] https://staff.uq.edu.au/files/855/petty-cash-refund-form.doc
[19] https://ppl.app.uq.edu.au/print/node/985
[20] http://www.fbs.uq.edu.au/docs/online_forms/accounts_receivable/request_for_bad_debt_writeoff.doc
[21] https://ppl.app.uq.edu.au/print/node/986
[22] https://staff.uq.edu.au/files/36005/refund-request-form.pdf
[23] https://ppl.app.uq.edu.au/print/node/987
[24] https://staff.uq.edu.au/files/720/amend-customer-request-form.docx