Finance Training Self Taught 2018-19
Courses per page: 10 | 25 | 50 | 100
An introduction to University Finances and the Finance System. The course covers the following areas:
- An overview of University Finances
- The Finance System
- The Account code structure
- Support for financial activities
- Accessing CUFS
This course should work fine in most modern Smartphones and on tablet devices too.
Once you've booked onto this course you will receive an email with the web link to access the materials.
An Introduction to the University's eInvoicing system, how it works and what actions/processes are completed by the department.
This on-line course will enable end users to understand the basics of accounts payable, including processing basic invoices and expense claims.
This on-line course enables users to learn how to Secondary Approve invoices within the Accounts Payable module.
The Accounts Receivable (AR) module of the University’s Finance System (CUFS) deals with managing customer information and managing income generated from sales and donations.
In this course we will be looking at some of the key aspects such as:
- creating external invoices
- creating internal invoices
- receipting income relating to invoices
- receipting other income
We will also provide you with some basic information relating to banking procedures and to the University’s Online Store (also known as eSales).
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A course for departmental staff who deal with purchasing, monitoring and disposal of fixed assets.
Each department has one or more nominated Finance Key Contacts.
They take responsibility for many day-to-day interactions between the department and the Finance Division, such as:
- Requesting and amending user access to UFS
- Receiving communications and reports
- Requesting new suppliers
This course tells you all about the role of a Key Contact and what it entails.
The course should work fine on most modern Smartphones and on tablet devices too.
Once you've booked onto this course you will receive an email with the web link to access the materials.
General Ledger Transfer codes are a particular useful tool to help you to manage your departmental accounts as they allow you to use surpluses generated in one account to fund activities elsewhere.
A short on-line course that provides a basic introduction to the key features of Research Grants and how they are managed in the University. Please note it does not include detailed guidance of how to apply for grants (e.g. using pFACT/X5) – please contact the Research Operations Office for advice.
Over the years the iProcurement system has evolved and best practice has changed including some aspects that may have been covered in your original training. Certain practices which seem like a short-cut in iprocurement may inadvertenly lead to problems with the subsequent einvoicing from suppliers.
Therefore this short online course is intended to provide a very quick refresher or update on a few key areas of the requisitioning process to ensure everyone is up to speed on current best practice in iProcurement.
This short on-line course is designed for those who need only to learn how to approve requisitions for other staff within their department to learn the steps inolved. There is no training on raising requisitions/buying goods and services in this course and completing this training will not give you access to the Marketplace for buying goods.
If you will need to purchase goods and services as well as approve then please take our iProcurement Buyers course instead (The Buyer course includes the option to learn basic approval technique but is not as detailed as the full Approvers course). iProcurement Buyer course.
- If you want to proceed onto this course make a booking by using the Book a Place > button . You will receive an email to acknowledge your booking containing a link to the online course.
This course enables users to learn how to request goods/services required for their role using the UFS iProcurement module.
Please be aware before you book ... |
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We also run this course as a classroom taught course roughly once a month from September to July if you would prefer. You must book and attend BOTH Am and PM sessions if you are to be a Buyer - Book the classroom course) |
The online course is NOT a prerequisite for the classroom course |
You only need do the Buyers OR Requisitioners course, not both. |
How to proceed and book onto this course |
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This course enables users to learn how to request goods/services required for their role using the UFS iProcurement module.
Please be aware before you book... |
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We also run this course as a classroom taught course roughly once a month from September to July if you would prefer. You need only attend the morning session if you are to be a Requisitioner - Book the classroom course |
The online course is NOT a prerequisite for the classroom course |
You only need do the Requisitioners OR Buyers course, not both. |
How to proceed and book onto this course |
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This short online course will provide you with an overview of the way petty cash operates. This includes:
- An overview of petty cash
- Getting started with petty cash
- Day-to-day use and accounting for petty cash
- How to deal with any problems