Placing expenditure request through Oracle (Charitable Funds)

April 18, 2023

Before placing any orders on the Oracle Cloud System that are to be paid from charitable funds, please ensure that you have:

• Submitted a Charitable Funds Expenditure Form prior to any expenditure taking place.

Please note that we are no longer able to reimburse claims retrospectively from the charity.

When you are using Oracle, please follow each step below:

• The person who is requisitioning must change their requestor to ‘Funds, Charitable’
• Please ATTACH your expenditure request form and any relevant documentation, i.e. quote, invoices, VAT Zero Certificate (Medical Equipment maybe VAT Exempt).
• You need to write in the NOTE TO BUYER that this is funded from Charitable Trust Fund No. X (please insert fund number)
• For items over £5,000 contact Sarah Gammidge-Jefferson for a single source form.
• For medical equipment add Lawrence Barker into the approval chain
• Please check the following code is in the CHARGE ACCOUNT field:
  • 1-ZZZ000-158003-99999-999999

If the above steps are not followed, we will unfortunately not be able to charge your expenditure to charitable funds, and it will be charged to your department budget instead