Claiming Expenses

Claiming expenses

Claimants must provide the following information:

• Personal details (name, address, bank details);
• sufficient information about the reason for the claim e.g. purpose of journey.
• If the expense was incurred in a foreign currency, evidence of the exchange rate used must be provided. Appropriate evidence includes:
  • confirmation of exchange rate on date of payment from an established source e.g. XE.com
  • evidence from bank, credit or charge card statement of actual rate of exchange.

Evidence

All claims must be supported by evidence i.e. receipts or equivalent proof of purchase. Credit card slips or copies of bank statements alone are not normally considered to be as sufficient evidence to support a claim.
 

Submission of a claim

Claims should be submitted as close as possible to the time of expenditure. Claims should be submitted within three months of the activity concluding or return from travel.

Declaration by claimant

• value for money was achieved;
• it was not possible and/or practical for the University to pay directly;
• the cost was incurred for business purposes only; and
• only actual and evidenced costs are reclaimed.

Authorisation

Claims must be authorised by an appropriate Authorised Signatory. In no circumstances will self-authorised claims be paid.
 

The Authorised Signatory is responsible for confirming:

• each expense complies with the principles and requirements set out in this Policy and any additional requirements established by research or other external funders; the cost was incurred solely for business purposes; only actually and evidenced costs are reclaimed; and the claim is correct, and all receipts are attached;
• budget is available;
• coding is correct; and
• tax implications have been considered and any appropriate actions taken to ensure that relevant items have been flagged to the Finance Division for the application of tax.

Payment instructions and claims must not be authorised by any member of staff junior to the person receiving payment unless either the signatory is defined in the following table or a separate, specific arrangement has been agreed in writing with the Director of Finance.