Welcome to CSU
Your guide to staff benefits and
induction to CSU processes
within the Division of Finance
Training Objectives
 To explain the functions with which Finance can
assist you
 To give you information regarding staff benefits
and options
 To provide Division of Finance contacts you may
find useful in your first few weeks
 To link you with relevant training opportunities
Finance Induction
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What Does Finance Do?
 The services the Division provides to the
University community are:
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Accounting services
Accounts Payable
Accounts Receivable
Campus Mail services
Corporate Uniform sales
Finance Computing systems
Payroll
Purchasing
Stores
Training in Finance systems
Transport
Travel
Finance Induction
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Staff Benefits – Salary Packaging
 Salary packaging has the potential to maximise
the financial outcome for eligible employees.
 Allows CSU to “pay” for items from pre-taxed
income giving you a tax benefit.
 However, childcare is one area where the benefit
in reduced tax may be outweighed by the reduced
Childcare benefit.
 Independent financial advice is strongly advised
before oping for any salary packaging.
Finance Induction
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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. Conditions apply so please check at
www.csu.edu.au/division/finserv/staff/remuneration/salpac/index.htm
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Salary Deductions
 Salaries system allows for deductions to a
range of providers including:
 Health insurers
 Charitable organisations
 Energy providers
 You may also have deductions to repay your
current session’s 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 required
for official use at the time desired, e.g. a car for
family holidays.
 At Wagga campus the mechanic also offers
private servicing of motor vehicles and an
inspection station.
 Payment by salary deduction is available for
hires and servicing.
 Contact your campus Transport Office for more
details.
Finance Induction
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Corporate Uniform
 Uniforms are available in a range of styles for men
and women catering for most sizes and job
requirements.
 Check the website for more details:
www.csu.edu.au/division/finserv/staff/uniform.htm
 Payment upfront or via Salary Packaging is
available. Contact the Executive Assistant for
more information on 32255 – Kathy Watt.
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Our Finance System
 Our Finance system is Banner Finance. It is
specifically designed for the Higher
Education sector and includes:
 Student Administration
 Accommodation
 Finance
 Unless you are a Financial Services or
Student Admin staff member, your access to
Banner will generally be via the Web.
Finance Induction
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Access to Banner
 The information you need to access
Banner is detailed at this website:
www.csu.edu.au/division/finserv/staff/banner/index.htm
Finance Induction
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Petty Cash
 Petty cash is issued from each University cashier
and from various Petty Cashiers around the
campuses, but must only be used for emergencies.
Credit cards are available for most petty cash
purchases and the use of petty cash is greatly
discouraged.
 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 schools
and sections for normal low value purchasing.
 Purchase requisitions are required for all other
purchases.
 Specific delegations based on dollar values apply to
who can approve a purchase in your school or
section.
www.csu.edu.au/division/finserv/staff/procurement/purchasing.htm
Finance Induction
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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
Finance Induction
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Purchasing
 Before ordering
 Contact Purchasing Officer to make sure item is
not cheaper on State Contract
 Placing an order
 Requisitions, properly authorised, must be sent to
the Purchasing Officer
 Must be done before purchasing or committing to
an order for a service or goods
 Orders will be processed normally within 48hrs of
receipt in Purchasing.
 Funds must be available
Finance Induction
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Invoicing Customers
 If you need to send an account to a customer, either
an individual or company, it is important to follow
these guidelines:
 Accounts can ONLY be issued from the
University’s Accounts Receivable system.
 Do not raise a word document or similar as an
invoice.
 Be aware of GST and how it affects the amount
your area will receive. Your section receives
10/11ths of the total requested only.
 Contact Accounts Receivable for ALL invoicing.
Finance Induction
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Official Travel
 All travel must be PRE-APPROVED.
 New staff, who are likely to travel frequently, should apply
for the official University travel card.
 Travel transactions are reconciled online via our
ProMaster system
 View the policy and procedures for Travel here:
www.csu.edu.au/division/finserv/travel/index.htm
Finance Induction
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Accommodation & Airfares
 Special Accommodation rates are available to staff
travelling for business in most capital cities and
areas in which CSU campuses are located.
 Airline reservations for Australia and New Zealand
are usually made by the travel advisor assigned
within your division or school, utilising the online
booking system, Serko, or by Voyager Travel.
 All international travel reservations are made by the
CSU Travel Office (excl NZ).
Finance Induction
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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 staff
when not required for official business use.
 Rates are per km plus.
 Refer to Transport Officers for conditions or the
Transport website.
www.csu.edu.au/division/finserv/staff/vehicle-tenders.htm
Finance Induction
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Liaison Officers
 Within the Division of Financial Services
each member of the management team is
assigned to provide specific areas with
support.
 While they will not be experts in all areas of
Finance they will be able to assist in identifying
issues and properly directing you for solutions.
 Please refer to contacts website:
www.csu.edu.au/division/finserv/contacts/index.htm
Finance Induction
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