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Finance Training

Finance Training course timetable

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Thu 7 Jul – Tue 18 Oct

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July 2022

Wed 13

This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim.

After you have booked the slot you will receive the Teams meeting link via email

This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim.

After you have booked the slot you will receive the Teams meeting link via email

Virtual - Year-end for New Users CANCELLED 10:00 - 11:00 Via MS Teams

This virtual new users Q&A session gives you an opportunity to ask specific questions related to the modules covered. All presenters will be present.

It is designed as a follow on from the explanatory videos which cover the year end processes in more detail than the general year-end presentation, and include specific procedures and tasks for each module.

To view the presentations, go to Finance Policy and Procedures > Financial Procedures > Chapter 11: Year-end instructions > Year end presentations and Q&A sessions: https://www.finance.admin.cam.ac.uk/Year-end-2021_presentations_and_QA_sessions

Modules covered include:

  • iProcurement
  • Accounts Payable
  • Accounts Receivable
  • The AP Dashboard
  • Fixed Assets
  • General Ledger
  • Grants
  • Cognos Reports

This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim.

After you have booked the slot you will receive the Teams meeting link via email

Tue 19
Virtual - Cognos Introduction (1 of 2) [Places] 10:00 - 11:30 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.

Wed 20
Virtual - Cognos Introduction (2 of 2) [Places] 10:00 - 11:00 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.

Thu 21
Virtual - How to Excel - Part 3 (For finance staff) [Places] 09:30 - 12:30 Via MS Teams

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

The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data.

Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps.

The session will run on Teams and delegates must be able to access Excel during the session

Wed 27

This session covers the theory and practice of budgeting, how budgets are set in the University, general considerations when setting budgets, how to interpret budget reports and understand the causes of overspends (and underspends) against budgets.

Note: This session does not cover the detailed budgeting and rules relating to individual research grants.

Fri 29

The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise.

September 2022

Wed 7
Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) [Places] 09:30 - 11:30 Via MS Teams

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.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

Thu 8
Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) [Places] 09:30 - 11:00 Via MS Teams

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.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

Thu 15
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.

Virtual - Cognos Introduction (1 of 2) [Places] 10:00 - 11:30 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.

Fri 16
Virtual - Cognos Introduction (2 of 2) [Places] 10:00 - 11:00 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.

Wed 21
Virtual - Grants Part 2: Grant reports in Cognos (1 of 2) [Places] 10:00 - 12:00 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

Thu 22
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.

Virtual - Grants Part 2: Grant reports in Cognos (2 of 2) [Places] 10:00 - 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

Wed 28
Virtual - GL 2: Reporting in the General Ledger (1 of 2) [Places] 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.

Thu 29
Virtual - GL 2: Reporting in the General Ledger (2 of 2) [Places] 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.

The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise.

October 2022

Wed 5
Virtual - How to Excel - Part 3 (For Finance staff) [Places] 09:30 - 12:30 Via MS Teams

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

The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data.

Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps.

The session will run on Teams and delegates must be able to access Excel during the session

Tue 11

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.

Thu 13
Virtual - Grants Part 3: Viewing Grants in CUFS (1 of 2) [Places] 10:00 - 12:00 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

Fri 14
Virtual - Grants Part 3: Viewing Grants in CUFS (2 of 2) [Places] 10:00 - 11:00 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

Tue 18
Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) [Places] 09:30 - 11:30 Via MS Teams

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.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131