Finance Training 2015-16
(Tue 1 Sep 2015 - Tue 26 Jul 2016)
September 2015
Tue 1 |
MRC_CU iProc Training
Finished
« Description not available » |
Tue 8 |
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. |
Thu 10 |
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 |
Tue 15 |
This course enables users to learn how make corrections and adjustments as well as carry out set up tasks. |
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« Description not available » |
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Wed 16 |
This course enables purchasing staff to understand the tendering process and how they can negotiate successfully. |
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Thu 17 |
This course enables you to run common reports in CUFS and learn how to export them into excel and manipulate them to a different format. |
Tue 22 |
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. |
Thu 24 |
This course is aimed at all new iProcurement users and provides an introduction to using iProcurement for creating and managing requisitions and purchase orders. |
This course is aimed at all new iProcurement users and provides an introduction to using iProcurement for creating and managing requisitions and purchase orders. |
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Tue 29 |
This course enables you to run common reports in CUFS and learn how to export them into excel and manipulate them to a different format. |
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. |
October 2015
Thu 1 |
This course is aimed at iProcurement Buyers who have either completed iProcurement 1, or who completed iProcurement Buyer training prior to September 2014. |
This course is aimed at iProcurement Buyers who have either completed iProcurement 1, or who completed iProcurement Buyer training prior to September 2014. |
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Thu 15 |
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. |
Wed 21 |
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 |
Thu 22 |
This course is aimed at all new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. |
This course is aimed at all new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. |
November 2015
Tue 10 |
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. |
Wed 11 |
This course enables purchasing staff to understand the dispensation process. |
Thu 12 |
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. |
Fri 13 |
This course enables users to learn how make corrections and adjustments as well as carry out set up tasks. |
Tue 17 |
This course is aimed at all new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. |