Finance Training 2014-15

This programme has been specifically designed for grant support staff within the various divisions of the Department of Engineering. It will enable Engineering staff within this role the opportunity to learn about the grants module in CUFS and what tools are available to enable them to support their PI's.

In addition to this it will also provide them with an opportunity to network and share best practices with colleagues in other divisions of Engineering who are in the same role.

This course is for Dept of Engineering Grant Support staff only

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:

• Summary financial information for Projects
• Detailed expenditure analysis
• Management reports for Grants due to close

In this course we will not access the Grants module in CUFS.

With the upgrade to R12, and following a pilot of centralising AR customer set up, departments have the option of setting up Accounts Receivable customers in CUFS themselves or requesting for it to be set up by Credit Control, Research Accounting. To maintain this set up within the department a new AR Manager responsibility will be required, and to receive this you must attend this master class. The master class will provide you with the opportunity to practice setting up and amending customers within the new look R12 customer screen. Upon completion of the course you will receive your AR Manager responsibility.

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

Events and Conferences in the Online Store

Product Catalogues in the Online Store

This course is aimed at all new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.

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

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 reports in CUFS

This programme has been specifically designed for grant support staff within the various divisions of the Department of Engineering. It will enable Engineering staff within this role the opportunity to learn about the grants module in CUFS and what tools are available to enable them to support their PI's.

In addition to this it will also provide them with an opportunity to network and share best practices with colleagues in other divisions of Engineering who are in the same role.

This course is for Dept of Engineering Grant Support staff only

This course enables users to learn how to raise sales invoices and deal with the receipting of cash relating to invoices and other sources of income.

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.

This course enables users to learn and process a variety of foreign transactions with in the accounts payable module.

This bespoke master class for School Finance Managers and Advisers is designed to get familiar with the reporting tool. It covers everything from how to run a report successfully as well as a number of useful tips and shortcuts. In addition a short session will be included on Query Studio ?

Note: What it does not do is go through in detail the outputs of each individual report.

The seminar is to assist departments on hiring and paying individuals other than through payroll, and understand the tax implications it may have for the University.

This course covers the both the day-to-day and month end transactions that need to be completed in CUFS to ensure that all costs are correctly attributed to the correct grants.

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:

• Summary financial information for Projects
• Detailed expenditure analysis
• Management reports for Grants due to close

In this course we will not access the Grants module in CUFS.

This series of courses looks at ways of extracting information from CUFS into Excel. It then progressively introduces simple functions, tools and tips for working with the data, anlysing and presenting it to inform and aid local decision making.

This course is aimed at all new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.

This course enables users to learn what reports are available and how to use them when managing departmental funds.

You will also have the opportunity to look at your department's accounts in the PLAY or LIVE system. You are invited to bring with you any reference documents that you may have detailing your own departmental codes and there will be an opportunity to clarify with the course leaders particular areas of interest.

This course is aimed at all new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.