Finance Portal

Step by Step Guide

Step 1)

Log into your Team Hallam website account: https://www.teamhallam.org/login/

Step 2)

Once logged into the website. Click on the COG which appears on the top right hand-side of the screen.

On the drop down you should now see the name of your Sport Club - click on this.

Step 3)

Select Finance Request.

Step 4)

Select either New Money Request or New Pay a Company or Individual.

Step 5)

Complete all of the information below:

Request Type:
- Expenses Claim - Only ever use this.
- Advance - Do not ever use this.
Event:
- Leave as blank - you will not be able to change this.
Payable To:
- Requester - Select this option if the person uploading the finance request requires the money to be sent to themselves.
- Third Party - Select this option if the money is going towards anyone else that is not the person completing the finance request i.e. a company or other individual.
Payment Method:
- Credit Card - If an item needs ordering and has not been paid for select this option.
- Bank Transfer - If an item has already been ordered by a club member and they need reimbursing for payment select this option.
- Cash - Do not use.

Item Description:
- Enter a short description of what the item is.
Justification:
- Explain why this item is needed for the club.
Gross Amount:
- How much does the item cost (full total amount including postage etc).
Account:
- Club Account - Always use this unless Club Sport Team advise you otherwise.
- Development Fund & Team Hallam - Ignore these accounts. These should not be selected unless you are instructed otherwise.

Upload Receipt:
- Every request must have an invoice uploaded.
- Click the blue Browse button to begin to upload.
- Once uploaded, click save and then submit.
- Keep a log of your finance request number i.e. #1234

Your finance request has now been submitted.

What next?

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