Finance Training course timetable

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 session will cover year end processes in more detail than the road shows and will include:

• Outline of the year end timetable to be followed
• Specific procedures and tasks for each module
• Guidance on journals especially accruals, prepayments and transfer codes
• Making better use of the COGNOS reporting tool
• Exploring areas that often cause problems
• Practical advice on how to prioritise during key periods

This session is a pilot and only open to those who have attended the How to Excel course this year

Places will be awarded on a first come, first served basis

The session will look at more advanced formulas and macros using the recorder and VBA tools

This course is for 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.

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

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.

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.

This course covers the various month-end processes that need to be completed within the iProcurement module.

This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS.

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:

• Grants Part 2 COGNOS Reporting
• 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.