Forms, Guidance and Policies

Complete and submit this form for other Non-Commercial projects such as Interreg, ERDF and Academic Conferences.

Outline the support available to projects and the steps which all Principal Investigators and Project Teams must take when develiping European funded proposals and executing successfully funded projects.

Sets out the procedure to be followed if money laundering is supected, defining the responsibility of individual employees in the process.

The University's policy statement concerning the Bribery Act 2010. Reviewed and links updated Jan 2024

This University policy encourages staff to be aware of fraud, bring suspected fraud to notice and provide a framework response plan for investigating and reporting fraud.

Links to the University Secretary's Office site containing the definition of how the University Court delegates its powers to ensure the orderly conduct of the business of the University in a timely and efficient manner.

Checklist for data in transit (out of normal operational activity EG: Graduation Ceremony) to complete and save to show compliance with PCI DSS regulations.​

This policy document covers all aspects of security surrounding the use of credit/debit card machines and confidential University information and must be distributed to all employees and adhered to within each University outlet that uses PDSs/Card terminals.

Quick reference guide outlining the processes to follow in order to comply with Payment Card Industry Data Security Standards (PCI DSS) as well as good business practices related to the handling of credit/debit card  information for outlets/schools/services that use and take credit/debit card payments either in person (Cardholder present) or over the telephone (Cardholder not present).

Glossary of terms, abbreviations, and acronyms used by PCI DSS

To request the addition of a new supplier to the Agresso finance system, email this form to the supplier to complete. Once you receive the completed form, please review to ensure it meets the guidelines noted at the top of the form. Email the completed form to procurement@napier.ac.uk and include a copy of company letter headed paper with bank details. On reciept of a vaild form, you can expect email confirmation within 5 working days that the new supplier has been added to the Agresso finance system.

Procurement Terms & Conditions.

Procurement Thresholds.

Roles and Responsibilities of Procurement Function, Procurement Manager and End User/Customer

This user guide details how to complete a Purchase Request Form within Unit4 ERP

Guide to explain how to approve a Purchase Request Form.

Guide to explain how to check the status of your requisition and find out which stage it is at in the Agresso approvals work.

Explains how to process requisitions and goods received notices in Agresso Procurement.

Guidance on completing a Single Source Justification Form.

SSJ Form for use between £5k and £12.5k where only one quote obtained.

For a Credit Note please complete and submit this form to Sales Ledger

Claim form to request reimbursement of travel expenses for those external to the University.

For a Sales Invoices please compete and submit this form to Sales Ledger.

Claims are now made via Agresso, please click the link to be taken to the Agresso log in page.

The companies listed require a purchase order number on any invoice so, to insure you invoice is raised, this MUST be included on your invoice request. Please note this list is subject to change so you should always refer to the document online.

Details the terms and conditions under which monies received into Edinburgh Napier University is managed and banked.

Defines the Univesity's treasury management policies to provide effective control of the risks associated with University cash flows, banking, money maket and capital market transactions, allowing optimum performance consistent with those risks.