Finance at Charles Sturt
In the performance of your role at Charles Sturt, you may need to use one of many different software packages or systems delivered by the Division of Finance. These systems are used to fulfil a diverse range of tasks from expense management to procurement to budgets. For more information on individual topics, please see the fact sheets below.
Bi-monthly Finance-run meetings
Provide training and updates for:
- Faculty Administrative Officers and Common Support Staff, and
- Divisional Administrative Staff or staff in roles impacted by finance (operationally or higher level strategic management of budgets)
If you would like to be included in one of these meetings, please contact financeMS@csu.edu.au.
The following documents provide information on what these systems are, and when and how they should be used.
Purchasing Guiding Principles Fact Sheet
The University is accountable publicly for the use of its funds and all employees exercising financial authority under delegation are responsible for ensuring that approvals for expenditures comply with University delegations, policies and procedures. All purchasing transactions must be in accordance with four principles. This PDF will define these areas for you.
Finance Dashboard User Guide
The dashboard tracks all relevant financial data and KPIs within the budget centre. It incorporates additional data from HR, Procurement and Fleet to provide a more relevant and useful set of up to date information. Updated monthly to reflect the YTD balances up to the final day of the last full month.
- Non-Salary expenditure – Categorises non-salary expenses into four main categories, showing actual expenditure and budget amounts remaining from the overall annual budget.
- Salary Expenditure – Presents salary expenses (split between Academic and Non-Academic where relevant), showing actual expenditure and budget amounts remaining from the overall annual budget.
- Staff Costs and FTE – Provides historical staffing data and FTE calculations based on previous payroll expenditure. This is updated regularly and integrated with up to date EFTSL data to enable ratio analysis such as EFTSL per FTE and Salary per EFTSL.
- Student Load – Provided from the Office of Planning & Analytics, supported by budget and forecasted income calculations from the Division of Finance to show projected student load split across all relevant student types.
- Other – Data which complements the above categories to provide a well-rounded view of the performance of the budget centre year to date.
FTE Staff Estimate User Guide
The FTE Staff Estimate is a tool used to track staffing changes measured in FTE (Full Time Equivalent) for a specific Organisation unit. This information can give a perspective on both the outright number of staff in a given area, while also identifying trends or changes over time, such as an increase or decrease in staffing numbers.
Fund Code Description and Usage Fact Sheet
Fund codes provide the mechanism for the University to separate the various funding sources within the Finance system. Whilst the fund code is generally used to identify the external source of the funds, in some cases it is used to define some internally allocated funds. As many funding sources require acquittal of expenditure of funds, it is imperative that expenditure activity is correctly aligned to the source of funds provided for it, through use of the same fund code.
Unimarket - Guide
Access to the CSU purchasing system, Unimarket, will only be granted following appropriate training. If you require training please contact email@example.com
Fast User Guide
FAST Finance Reporting is the finance reporting portion of a data warehouse application from Millennium Computer Systems. FAST accesses data from Banner Finance through a data warehouse that is refreshed daily. It allows users easily query current and historical financial data and produce standard and ad hoc reports.
Reports can be downloaded to excel and PDF. They can also be “pinned” to preserve the selection for future use. The Division of Finance has created a series of standard pinned reports for specific user groups (Budget managers, Executive, etc.).
The data warehouse is refreshed at 5am daily. Accordingly, the information within FAST is essentially from the previous day.
FAST Journal Transfer User Guide
How to make journal transfers in FAST
FAST Journal Approver User Guide
Details regarding FAST and its uses are provided in the FAST Reporting Guide and the FAST Journal Module User Guide. These instructions are intended for use by staff listed on the Financial Delegations Approver Listing for a specific Organisation code who will be reviewing and approving FAST Journals prior to forwarding the journal to Ledgers for review and posting.
Journal approval is required from the Budget Center being debited in the journal transfer. The Budget Centre being debited are transferring goods or funds to another Budget Centre within the University. As the Budget Centre Approver you are being asked to approve this transfer.
FAST Budget Transfer User Guide
Instructions for budget transfers