Sheet 1: Instructions Fees

	
	
	
	

		
IGC has transitioned from the previous templates that were used to these new templates starting April-May 2011. These new templates are extremely crucial for the financial and programmatic reporting and management of IGC. Hence, going forward any fees or expense claim that is not in this format will be not be processed. 
		
	

		
	

		
	

		
	

		
General Instructions
		
	

		
1
		
Use Invoice Template A for Fees
		
	

		
2
		
Fill in both the tabs completely
		
	

		
3
		
Follow the color legend:
		
	

		


		


		


	
	

		


		
COLOR LEGEND
		
	

		


		
[You select]
		
= cell includes a drop-down menu; you must select an option
	
	

		


		
You write
		
= needs to be filled in by you with free text
	
	

		


		
HUB
		
= filled at the Hub
	
	

		


		
=Formula
		
= automatically calculated as template is completed; cells are protected
	
	

		


		
Error!
		
= indicates that more information is required and the template cannot be sent
	
	

		


		


		


	
	

		
4
		
Only send the Excel version - any other format will not be accepted
		
	

		
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Every cell in the entire column needs to be entered correctly for the amount to be generated automatically.
		
	

		
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Apart from the Country Directors, Lead Academics and Research Programme Directors everyone using the invoice templates need to get a prior approval (on email) from their line manager (person reporting to). For further details please check your employment contract or contact your Hub Economist.
		
	

		
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Invoices MUST be received at the Hub within 90 days of undertaking the activity; those received more than 90 days after the activity may not be processed.
		
	

		
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The processing of the invoice will take roughly around 3 weeks from the time this is emailed. In case if there are issues with respect to programmatic details or incomplete forms, these can take significantly longer. 
		
	

		
Summary Info Tab
		
	

		
1
		
Select Today's Date
		
Start typing the date and it will come automatically
	
	

		
2
		
Select Period Start Date
		
Start typing the date and it will come automatically
	
	

		
3
		
Select Period End Date
		
Start typing the date and it will come automatically
	
	

		
4
		
Programme
		
Select the relevant programme
	
	

		
5
		
Country/Research 
		
Select relevant Country or Research theme
	
	

		
6
		
Position
		
Select the correct position
	
	

		
7
		
Email
		
Please include an email address for remittance advice
	
	

		
8
		
Bank Details
		
Fill in the correct bank details (even if you use this template regularly)
	
	

		
We do not save these bank details with us
	
	

		
We are not responsible for providing incorrect banking information
	
	

		
Fees Tab
		
	

		
1
		
Contractor Type
		
Select your contractor type (available in your contract)
	
	

		
2
		
Rate
		
Enter your rate (from your contract)
	
	

		
3
		
Entitlements
		
Select entitlements (if any, in your contract) from the drop down
	
	

		
4
		
Detailed description
		
Provide detailed description about your entitlements
	
	

		
5
		
Date
		
Start typing the date and it will come automatically
	
	

		
6
		
Contracted Amount
		
Please check your contract
	
	

		
7
		
Activities
		
Select the activity from the drop down
	
	

		
8
		
Output
		
Select the output from the drop down; if not sure then select no specific output
	
	

		
9
		
Days
		
Enter the number of days spent, or fraction thereof
	
	

		
10
		
Detailed description
		
Please provide detailed description of the activities undertaken and output produced; multiple lines will be captured even if not visible.  Edit within the text by pressing F2 with the cell highlighted.  Please provide as much detail as possible
	



Sheet 2: Summary Info

	
	
	
	
	
	
	

		
INVOICE A (Fees) - SUMMARY DETAILS
		


	
	

		


		


		


		


		


		


	
	

		
Invoice Summary
		


	
	

		


		


		


		


		


		


	
	

		
TODAY'S DATE*
		


		


		
Programme*
		


		
 
	
	

		
Period Start Date*
		


		


		


		


		


	
	

		
Period End Date*
		


		


		
Position*
		


		


	
	

		


		


		


		


		


		


	
	

		
All fields marked with an asterisk (*) are required.
		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		
NAME (First & Last)*
		


		


		
Invoice No
		
SUMMARY TAB INCOMPLETE: Programme*
		


	
	

		


		


		


		


		


		


	
	

		
Street Address (Line 1):*
		


		


		
EMAIL TO
		
igc.fee.invoices@lse.ac.uk
		


	
	

		
Street Address (Line 2):
		


		


		


		


		


	
	

		
City/Town:*
		


		


		


		


		


	
	

		
State/Province/Region:*
		


		


		


		


		


	
	

		
Country:*
		


		


		


		


		


	
	

		
Post Code:*
		


		


		


		


		


	
	

		
Email Address for Remittance Advice:*
		


		


		
TOTAL WIRE
		
 £-   
		


	
	

		


		


		


		


		


		


	
	

		
Bank Account Details - Final Recipient Bank
		


	
	

		
Account Holder Name:*
		
DO NOT CHANGE YOUR BANK DETAILS
		


		
Account No:*
		
DO NOT CHANGE YOUR BANK DETAILS
		


	
	

		
Bank Name:* 
		
HERE IF YOU HAVE SUPPLIED THEM 
		


		
Bank Code: 
		
HERE IF YOU HAVE SUPPLIED THEM 
		


	
	

		
Street Address (Line 1):*
		
PREVIOUSLY.
		


		
Sort Code: 
		
PREVIOUSLY.
		


	
	

		
Street Address (Line 2):
		
PLEASE CONTACT THE
		


		
IBAN No:
		
PLEASE CONTACT THE
		


	
	

		
City/Town:*
		
HUB IF YOU NEED TO CHANGE YOUR
		


		
ABA Routing No: 
		
HUB IF YOU NEED TO CHANGE YOUR
		


	
	

		
State/Province/Region:*
		
ACCOUNT DETAILS.
		


		
Swift Code:
		
ACCOUNT DETAILS.
		


	
	

		
Country:*
		


		


		


		


		


	
	

		
Post Code:*
		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		
Bank Account Details - Intermediary Bank (optional - only include if required by your financial institution)
		


	
	

		
Account Holder Name:
		


		


		
Account No: 
		


		


	
	

		
Bank Name: 
		


		


		
Bank Code: 
		


		


	
	

		
City/Town: 
		


		


		
Sort Code: 
		


		


	
	

		
State/Province/Region:
		


		


		
IBAN No:
		


		


	
	

		
Country:
		


		


		
ABA Routing No: 
		


		


	
	

		
Street Address (Line 1):
		


		


		
Swift Code:
		


		


	
	

		
Street Address (Line 2):
		


		


		


		


		


	
	

		
Post Code:
		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		
Additional information (if needed):
		


	
	

		


		


	
	

		


		


		


		


		


		


	
	

		
Approval Details
		


	
	

		
Approved by: LSE Research Division Representative
		


		
Approved by: IGC Hub Representative
		


	
	

		
ALL FEES MUST BE APPROVED BY THE LSE RD:
I confirm that the fees are compliant with LSE/IGC policies.
		


		
ALL FEES MUST BE APPROVED BY THE IGC HUB:
I confirm that the fees are compliant with LSE/IGC policies.
		


	
	

		


		


		


		


		


		


	
	

		
Name:
		
Vicky Turnbull
		


		
Name:
		
Mike Cole
		


	
	

		
Designation:
		
Research Division
		


		
Designation:
		
CFO
		


	
	

		
Signature:
		


		


		
Signature:
		


		


	
	

		
Date:
		


		


		
Date:
		


		


	
	

		


		


		


		


		


		


	
	

		
APTOS #:
		
FOR CENTRAL FINANCE TEAM
		


	
	

		
Invoice #:
		
SUMMARY TAB INCOMPLETE: Programme*
		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		


		


		


		


		


		


	
	

		
This box for HUB use only