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Finance Training

Finance Training course timetable

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Wed 17 Apr – Tue 14 May

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Thursday 18 April

09:30
Virtual - GL 2: Reporting in the General Ledger (2 of 2) Not bookable 09:30 - 11:30 Via MS Teams

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

11:00

There are many benefits to working at Cambridge. In this session we will explore how to make the most of the discounts and resources you are entitled to and highlight the activities available to help you make the most of working here.

Friday 19 April

09:30
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) [Places] 09:30 - 11:30 Via MS Teams

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.

11:00
Tableau Drop In Sessions (via Teams) new [Full] 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new [Full] 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Tuesday 23 April

09:30
Virtual - Grants Part 2: Grant reports in Cognos (1 of 2) [Places] 09:30 - 11:30 Via MS Teams

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.

The course material will be split across 2 webinars on consecutive days

15:00
Tableau Drop In Sessions (via Teams) new [Places] 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Wednesday 24 April

09:30
Virtual - Grants Part 2: Grant reports in Cognos (2 of 2) [Places] 09:30 - 11:00 Via MS Teams

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.

The course material will be split across 2 webinars on consecutive days

12:00
Concur – Acting as a First Approver new [Places] 12:00 - 12:30 Via MS Teams

An overview of how to act as an approver in the expenses claim process using SAP Concur software. This includes:

  • How a first approver is nominated
  • Responsibilities as first approver
  • Confirming an approval
  • Reasons for rejection

Friday 26 April

09:30
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) [Places] 09:30 - 11:30 Via MS Teams

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.

11:00
Tableau Drop In Sessions (via Teams) new [Places] 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new [Places] 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Tuesday 30 April

14:00
IN PERSON - Tableau Server - Viewer new [Places] 14:00 - 15:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is an in person classroom course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

15:00
Tableau Drop In Sessions (via Teams) new [Places] 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Wednesday 1 May

12:00
Concur – Mobile App new [Places] 12:00 - 12:20 Via MS Teams

A short briefing on how to use all of the features of the Concur mobile app to submit expenses claims. This includes:

  • Adding receipts
  • ExpenseIt automated input
  • Mileage calculator
  • Submitting claims

Thursday 2 May

09:30
Virtual - Cognos Introduction (1 of 2) [Places] 09:30 - 10:45 Via MS Teams

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.

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.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

How to book with Key Travel new [Places] 09:30 - 11:30 Via MS Teams

How to book with Key Travel - Travelling for research or to undertake work on behalf of the University.

This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking travel on behalf of the University. Key Travel is the University’s preferred supplier for travel management services and provides the following support for colleagues:

  • Booking services (online and offline) for flights, accommodation and rail
  • Group booking services
  • 24/7 Traveller support
  • 24/7 Emergency scanning and support
  • Refund management

The primary purpose of the training session will be to walk you through the booking process using Key Travel’s online portal. However, the session will also provide you with hints and tips on how to identify the best travel options for your requirements.

Friday 3 May

09:30
Virtual - Cognos Introduction (2 of 2) [Places] 09:30 - 10:45 Via MS Teams

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.

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.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

11:00
Tableau Drop In Sessions (via Teams) new [Places] 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new [Places] 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Tuesday 7 May

15:00
Tableau Drop In Sessions (via Teams) new [Places] 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Thursday 9 May

09:30
IN PERSON - GL 1: Getting Started in the General Ledger module [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom version of the General Ledger 1 course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

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.

If none of the dates are suitable then there are two on-demand packages which can be completed instead.

Chart of Accounts and Account Enquiry https://www.training.cam.ac.uk/fin/event/4716069

Journals https://www.training.cam.ac.uk/fin/event/4716067

Friday 10 May

11:00
Tableau Drop In Sessions (via Teams) new [Places] 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new [Places] 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Tuesday 14 May

09:30
Virtual - Grants Part 3: Viewing Grants in CUFS (1 of 2) [Places] 09:30 - 11:30 Via MS Teams

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.

The course material will be split over 2 webinars on consecutive days

15:00
Tableau Drop In Sessions (via Teams) new [Places] 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.