UniFi (staff login required) is our University-wide financial processing system. You must use UniFi to process and record financial data. This enables monitoring, administration and reporting (via the UQ Reportal) on core financial information to support budgetary management and control.

Contact Finance Client Support Services to discuss enhancements, integration or functionality requirements for UniFi. Technical enhancements are prioritised and planned each quarter.

See the Enterprise Financial Systems Procedures [9.25.01] for more information about financial systems at UQ.

Default access for all staff

All staff members with a UQ username have access to create requisitions and international travel requests in UniFi.

There’s no training required for default access, but we strongly recommend you complete any relevant UniFi online training (staff login required) before you use the system.

Additional access

If you need additional access for a particular UniFi role or task (for example, as a buyer or purchasing officer, budget holder, or financial delegate), you must complete any required training and apply for access.

Step 1: Talk to your Finance Professional Services team

Talk to your Finance Professional Services team to determine the specific access you need for your role or the tasks you need to complete.

Step 2: Complete the training

If training is required for the tasks or role you need in UniFi, you must:

  • complete the training
  • achieve the minimum required score in the Training Success Meter (TSM) for each required course to measure your understanding of processes and ability to complete tasks in UniFi.

For some tasks or roles, training isn’t required, but we strongly recommend you still complete any relevant UniFi online trainig (staff login required).

  1. Check the UniFi roles and security training (staff login required) to find out what training is required for the tasks you need to be able to do, or check the UniFi user access form (staff login required) for the training required for the role you’re applying for.
  2. If training is required, complete each course through the UniFi online training (staff login required).
  3. Enrol to access the Training Success Meters (TSMs) (staff login required). You only need to do this once to get access to all TSMs. Once you're enrolled, you can go straight to the TSMs (staff login required) or use the link under 'Training courses' on Learn.UQ (staff login required).
  4. When you’re ready, complete the required TSMs. When you achieve the minimum score of 90 out of 100, contact Finance Client Support Services to let them know.

Step 3: Apply for access

Request access through my.UQ (staff login required). See the Create a UniFi access form training (staff login required) for instructions. 

Finance Professional Services team members can also request access on behalf of other staff members if necessary. 

After you submit the request it will be sent to your Finance Professional Services team, who will review it and forward it on for processing. You'll receive an automated email as each stage of the process is completed. The full process is outlined on the request form. 

Changing or removing access

Request access changes through my.UQ. See the Create a UniFi access form training for instructions. If you’re applying to change your access, make sure you:

  • talk to your Finance Professional Services team about the access you need for your role
  • complete any training required for the new access, including any related Training Success Meters.

Financial delegation

You can apply for financial delegation using the same UniFi user access form.

Read the Financial Delegations Policy and Procedures [1.10.02] for more information on:

  • financial delegate amount limits
  • procedures for applying for financial delegation.

Budget holders

You can apply for or change operational unit budget holder access using the same UniFi user access form.

Request access through my.UQ. See the Create a UniFi access form training (staff login required) for instructions.

To change the budget holder for a project, contact your Finance Professional Services team. See grants and funding for more information about financial management of projects.

Finance staff

See the Professional Services website for information about UniFi modules and the batch process schedule.