Student Association Club Treasurer Portal

SA Treasury Resources

Here you will find information about all the forms, templates & resources used by the SA Finance Treasury team

Alongside each, you will find a link to quickly access the corresponding resource

 

Request Forms

Finance Code Request

  • Finance Codes are four digit numbers that act as Internal Cost Centers and are central to everything you do as a Club Treasurer
  • Every event and financial operation a club performs must be linked to an Finance Code
  • Check the Finance Code Directory to see if your code is published and it's tax treatment

Supplier Payment & Internal Transfers

  • Once you have an invoice from your supplier addressed to London Business School Student Association upload it here to be processed and paid
  • In the case of collaborative events you can also send money to other clubs using the same form

Expense System Registration

  • Reimburse students using the LBS Reimbursement System but they must register themselves in the system first
  • Your User ID is always your email address and your password is your LBS password

Sponsorship Invoice Request

  • Once you have a sponsorship contract signed by both the Sponsor and the SA Sponsorship Officer, we can issue an invoice and collect payment
  • Find a contract template here, if you have any questions please reach out to the Sponsorship Officer

Deposit Notification

  • In case you happen to receive money from a refund through a bank transfer or cash tickets sales at an event, let us know and we can add it to your club balance
  • We accept deposits in the form of cash, bank transfer and/or cheque

Treasurer Change Form

  • When a new treasurer is elected or appointed, Club Presidents should submit the Treasurer Change form
  • In case of co-treasurers, please leave outgoing treasurer field blank and let us know via email at safinance@london.edu

 
 

Forms & Templates

Sponsorship Contract Template

  • Standard contract format for sponsorship
  • Any changes must be signed off by the SA Sponsorship Officer
  • Find more info on the FAQ

Treasurer Declaration Form

  • To be filled by club presidents and hand signed
  • Required to appoint new treasurer and have them setup on the LBS Systems

 
 

Monthly Statements & FAQs

Finance Code Directory

  • Check the Finance Code Directory to see if your code is published and it's tax treatment

Monthly Statements

  • The SA publishes transactions and club balances for the prior month with a 2-week delay in the Club Financial Statements document
  • Note: Please maintain your own internal club statements as published statements only include received revenues and recognized expenses

FAQs

  • We have started to maintain an FAQ with answers to some of the most commonly asked questions
  • This can be accessed through the link below or via the red Help button on your screen