Finance Training course timetable
Tuesday 21 June 2016
09:15 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do. |
Wednesday 22 June 2016
09:00 |
To provide an opportunity for someone from elsewhere in Finance Division to spend a half day with the Financial Systems Group to get an overview and appreciation of what they do. |
Thursday 23 June 2016
09:30 |
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. |
10:00 |
To provide an opportunity for someone from elsewhere in Finance Division to spend a half day with Business Analysis & Projects to get an overview and appreciation of what they do. |
VAT and the University
POSTPONED
This session provides you with a simple overview of the basics and how VAT applies to the University. |
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13:30 |
To provide an opportunity for those in the Finance Division to spend half a day with the Training Team to get an overview and appreciation of what they do. |
13:45 |
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. |
Friday 24 June 2016
09:00 |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite. |
Monday 27 June 2016
09:00 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting. |
Tuesday 28 June 2016
09:15 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier. |
09:30 |
This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals. |
Wednesday 29 June 2016
14:00 |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day with the Assistant Director to get an overview and appreciation of what he does. |
Thursday 30 June 2016
14:00 |
With the introduction of e-Sales, and the centralising of setting up customers in Accounts Receivable, there is little need for departments to set up or amend customers in AR. This central service is designed to reduce the administrative burden on the departments, eliminate customer duplication, ensure consistent set up and identify situations where credit checks might be required or where eSales (WPM) would be a better alternative to conventional invoicing. If a department wishes to maintain this set up within the department a new AR Manager responsibility will be required. To receive this responsibility you must attend this compulsory master class. The master class will provide you with the opportunity to practice setting up and amending customers within CUFS. Upon completion of the course you will receive your AR Manager responsibility. Please Note: Departments are encouraged to either use e-Sales, or take advantage of this central service. There is no need to register; simply complete and email the form through as and when you have a new customer or amendment request (http://www.finance.admin.cam.ac.uk/staff-and-departmental-services/forms) eSales Departments are encouraged to consider if using the CUFS module to set up and raise invoices to private individuals is the best option and whether it would be more appropriate to use the University’s online store. For more information please see the eSales website or watch the three short videos below which give an overview of what the eSales system looks like and what it can do. Introduction to the Online Store |
Monday 4 July 2016
09:30 |
In addition to booking a provisonal place here, please complete and return the application form from the briefing pack
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13:30 |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do. |
Tuesday 5 July 2016
09:30 |
Please register interest here and complete an application form - the dates are to be finally confirmed We are pleased to announce that we are facilitating a day release CIPS Level 3 course from September. The Chartered Institute of Procurement and Supply is a professional institute and this course would be the first step towards a professional qualification in procurement. Briefing packs and application forms can be found on our website http://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/cips-level-3 |
This course will concentrate on how to use the COGNOS reporting tool to help manage departmental research grants. These reports can be divided into three main categories:
In this course we will not access the Grants module in CUFS. |
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15:00 |
Getting Started in COGNOS
Finished
COGNOS is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts. Note: What it does not do is go through in detail the outputs of each individual report. Less experienced users of the Grants and/or General Ledger modules in CUFS are recommended to attend instead one of the following courses:
These two courses not only cover the mechanics of running the reports but also more advice on how to interpret and use the information as well as discussion about when to use which report. |
Thursday 7 July 2016
09:30 |
This course enables users to process a variety of invoices within the accounts payable module, as well as look at some of the month end processes |
10:00 |
To provide an opportunity for someone from elsewhere in Finance Division to spend a half day with Business Analysis & Projects to get an overview and appreciation of what they do. |
Monday 11 July 2016
10:00 |
Year end seminar - Non Schools/UAS
Finished
This event is for accounts staff from the UAS and non-schools institutions. There will be a short presentation from the Finance Division team and then a session for institution specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager |
14:00 |
Procurement at the University
Finished
A top-level overview of how procurement works at the University and the resources available to assist departments. |
Tuesday 12 July 2016
09:15 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do. |
09:30 |
This course provides an overview of the Grants module in CUFS. The course will cover how you can view your projects and awards, check budgets, perform on-line queries and run some CUFS reports. |
10:00 |
The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager The session will be followed by the accounts forum |
11:30 |
The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager The session will be followed by the accounts forum |