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Finance Training 2019-20

Programme of events provided by Finance Training
(Fri 9 Aug 2019 - Tue 21 Jul 2020)

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Sun 26 Jan 2020 – Wed 18 Mar 2020

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[ No events on Sun 26 Jan 2020 ]

January 2020

Tue 28	AR Part 2: Adjustments and set up in Accounts Receivable Finished 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course covers the essentials for keeping your AR accounts in order. In addition to showing you how to make corrections, receipt foreign currencies and the required month/year-end reports we will also show you how you can save time by setting up memo lines, sales persons and receivable activities for your department.
	Cognos Introduction (Formerly Getting Started in Cognos) Finished 14:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.
Wed 29	Budgeting part 2: Creating and monitoring budgets in CUFS and Cognos Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting. It is an ideal follow on from Budgeting part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools.
Fri 31	Grants and Indirect Costs at Cambridge Finished 10:00 - 11:30 Greenwich House, Heidelberg Room A high level overview of indirect costs in relation to Research Grants here at Cambridge, where we discuss some of the reasons why this area is commonly misunderstood.

February 2020

Tue 4	How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) Finished 13:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions.
Wed 5	iProcurement Part 1: Getting Started in iProcurement (1 of 2) Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.
	iProcurement Part 1: Getting Started in iProcurement (2 of 2) Finished 13:45 - 15:45 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.
Tue 11	Grants Part 3: Viewing Grants in CUFS Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) 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.
	How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) Finished 13:30 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions.
Wed 12	AP Part 2: Matching, Amending and Foreign Invoices in Accounts Payable Finished 09:30 - 16:15 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course builds on the knowledge gained in AP Part 1. The delegates will learn how to match invoices to purchase orders, add in freight charges and process invoices from other departments. The course also covers international payments including accounting for VAT and foreign currencies. Delegates will also learn more about month end procedures and AP Reports.
	Welcome to Key Travel Finished 10:00 - 11:00 Key Travel is the University’s preferred supplier for travel services and has recently linked up with Booking.com. This webinar is a great opportunity to find out more about how Key Travel can support you with your travel booking needs, how you can get the best out of their Online Booking Tool and the savings you could achieve.
Mon 17	Off Payroll Worker Briefing Sessions POSTPONED 09:30 - 11:00 17 Mill Lane, Seminar Room G From 6 April 2017 new rules will apply to payments made to limited companies largely controlled by a single individual where they provide services to the University, or agencies providing such resource to the University. The Finance Division is holding a number of seminars to explain procedures and guidelines that they are implementing to help departments manage this risk.
Fri 21	Tableau for Viewers - Research Finished 09:30 - 11:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room) Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations. Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.
Tue 25	Budgeting part 1: Introduction to budgeting in the University Finished 09:30 - 12:30 Greenwich House, Heidelberg Room This session covers the theory and practice of budgeting in the University, how to interpret department budget reports and understand the causes of overspends (and underspends) against budgets. The course refers closely to Chapter 3 of the Financial Procedures Manual Note: This session does not cover the detailed budgeting and rules relating to individual research grants.
Wed 26	Cognos Refresher Training Finished 14:30 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) Have you previously attended Cognos training but not used the reporting tool since and would like to start using the tool again? If so then this course will enable you to get re-acquainted with Cognos.. 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: Grants Part 2: Grant reports in Cognos General Ledger Reporting 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.
Thu 27	HSPS Budgeting and Cognos Finished 09:30 - 13:00 17 Mill Lane, Training room A (First Floor) « Description not available »

March 2020

Tue 3	iProcurement Part 1: Getting Started in iProcurement (1 of 2) Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.
	iProcurement Part 1: Getting Started in iProcurement (2 of 2) Finished 13:45 - 15:45 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.
Wed 4	Welcome to Key Travel Finished 10:00 - 11:00 Key Travel is the University’s preferred supplier for travel services and has recently linked up with Booking.com. This webinar is a great opportunity to find out more about how Key Travel can support you with your travel booking needs, how you can get the best out of their Online Booking Tool and the savings you could achieve.
	Cognos Introduction Finished 14:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts. Note: This course is mandatory in order to attend either of the following two courses below. GL Part 2: Reporting in the General Ledger Grants Part 2: Grant reports in Cognos What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.
Mon 9	Tableau for Viewers - Research Finished 09:30 - 11:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room) Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations. Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.
Tue 10	GL Part 1: Getting Started in the General Ledger module Finished 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room) 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.
	VAT & Research POSTPONED 14:00 - 16:00 Greenwich House, Heidelberg Room This session provides you with a simple overview of the basics and how VAT applies to Research Grants including; How to establish the correct VAT rate to attribute to an award when it is set up in CUFS Why it is so important How the VAT rate attributed affects expenditure subsequently coded to the grant
Tue 17	Budgeting part 2: Creating and monitoring budgets in CUFS and Cognos CANCELLED 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting. It is an ideal follow on from Budgeting part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools.
Wed 18	VAT & the University CANCELLED 10:00 - 12:00 Institute of Criminology, Room B3 This session provides you with a simple overview of the basics and how VAT applies to the University.