Forms and Guides, Policies and Procedures

These pages contain the forms and guides necessary to complete Finance related processes, as well as detailed information on the University's Financial Regulations and Financial Strategy and the supporting Policies and Procedures.

If you have trouble locating the information you need please try the searchable A - Z index  

Forms

Many users of Finance services will be aware of the need to 'fill in the right form' in order to do what they want to do.

Please follow the links for the most frequently used forms, including the Expenses Claim Form and the Paying in Form

Practical Guides

There are a number of areas of financial activity that we all have an interest in and where the role of the Finance Department is to manage the processes involved. To help us all understand what is required we have developed a series of practical guides to cover the areas where questions are most frequently asked.

Financial Manual

The Financial Manual is an essential component in ensuring the effective, efficient and consistent applications of financial controls and systems within the University. The Manual sets out in detail the University's key financial policies and procedures that need to be followed.

You can either search the Manual by chapter using the link at the top of this section or by using the searchable list of topics Financial Manual - A - Z topics .

Financial Regulations

The University of Reading Financial Regulations, which have been approved by the Council, set out the responsibility for financial matters within the University and, in broad terms, the financial policies and procedures to be followed within the University.

Financial Strategy

The Financial Strategy document sets out the University's financial Strategy for the period 2009-2014. It has been developed alongside, and been significantly informed by, the University's Corporate and Operational Plans for the same period.

Finance Service Levels

The role of Finance is to provide financial support and advice to the University and run a variety of financial services on behalf of the institution.

The Financial Service Levels page provides links to the services offered by Finance and the level of support given to each. It is intended as a reference document for those involved in financial activity within the University.

Finance Complaints Procedure

Finance endeavours to provide a satisfactory, prompt and courteous service at all times. We recognise, however, that there may be occasions when standards fall short or when the normal feedback routines may not fully address an issue. We therefore have a formal complaints procedure to ensure that your complaints are dealt with in a prompt, polite and professional manner, and further contribute towards improving our service.