Informatics staff expenses policy.
The university expenses policy is available on the University's website staff expenses page.
These additional guidelines provide further clarification as to how the policy is implemented within the School of Informatics. They do not override university policy.
If in doubt about the eligibility of any expenditure then it is advisable to check, in advance, with the authorising signatory.
- University policy states: Foreign currency will be reimbursed in sterling using the nearest applicable exchange rate to the date that the expenses were incurred.
- The School will apply the above policy, however it is usually acceptable to use a single exchange rate to cover the period of a claim.
- Any charges for money exchange (eg credit card or bank fees) may be claimed if evidence is provided.
Staff travel on university business
- All travel should be pre-approved by the budget holder. In the case of research grants, the budget holder is usually the Principal Investigator (PI).
- Travel outside of the UK requires the approval of the Head of School.
- First class rail travel is permissible for journeys of over two hours, if work is required to undertaken on the journey. Sleepers should always be first class. Otherwise, standard/economy travel should be utilised.
- For flight bookings with a cost of more than £300, a quote should always be obtained from the University travel agent (Key Travel). For flights costing less than £1000 (per person), if better value can be obtained by booking elsewhere, then copies of the Key Travel quote must be retained on file, along with the cheaper quote, as evidence of the better value. For flights costing over £1000, if not booked through Key Travel, two alternative quotes are required and must be retained, along with the Key Travel quote.
- Admin support offices will assist in obtaining costs and making bookings and, where appropriate, will obtain the necessary HoS approval.
Meals and subsistence
- Costs will vary depending on location.
- University guidance is around £40 for dinner while away from Edinburgh. This should be more than sufficient for most (but not necessarily all) destinations.
- University policy is that alcohol costs will not be reimbursed. The School does not have the discretion to vary this policy.
- Itemised receipts must be provided for all expenses incurred (including for items costing less than £5, where practical). Credit card receipts or statements and bank statements on their own are not sufficient as they do not provide the detail needed for the authorised signatory to sign-off the claim.
- The concession of up to £5 per day for minor expenses without receipts is intended to cover actual expenditure where it is not practicable to obtain a receipt. It is not a daily allowance.
- Note that for EU grants the submission of itemised receipts for every transaction is essential. Without a detailed receipt auditors are likely to remove the charge from the grant.
- Any disallowed expenses costs will be charged to the relevant Institute G account.
Entertaining and hospitality for guests and external contacts
- The normally acceptable ratio is two Edinburgh University representatives per guest.
- This should follow the guidance of around £40 per head for a meal. In addition, reasonable alcohol will be reimbursed and the School guideline is up to £10 per head.
- Itemised receipts must be provided.
- A list of ALL people attending the meal (including organisation/company details) must be included with the claim.
Non-travel related expenses
The expenses process should only exceptionally be used to purchase items not related to travel and hospitality (ie expenses other than travel, accommodation and meals). For all other purchases, University procurement processes must be followed. Before making any non-travel or hospitality related purchase, check with the appropriate level admin office for the appropriate procurement route. If, exceptionally, such purchases have to be made and reclaimed through the expenses process, then a business case must be made and approved by Head of School (which will be requested by the level office) and retained on file. Expense claims for purchases made without this approval will be refused.
Itemised receipts must be provided for every item over £5 on the claim. If a receipt has been lost then the authorised signatory will look at this on a case by case basis but be aware that costs without receipts may be stripped out of the claim. The final decision rests with the authorised signatory.
Timing limit on the submission of expenses claims
Claims should be submitted as soon as is practicable. This should be normally within two months of the expenditure. Claims submitted after closure of a grant or similar funding will not be allowable. The final decision rests with the authorised signatory.
Approved by Strategy Committee 24 February 2016