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Finance Training

Finance Training course timetable

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Sun 20 Jan – Tue 12 Feb

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Monday 21 January

13:00

An opportunity to find out more about what the Training Team does.

Tuesday 22 January

09:15
Finance Division Taster Sessions - Accounts Payable & Cashier Not bookable 09:15 - 12:15 To be confirmed

An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of their roles and a greater appreciation of what they do.

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (14 of 26) Not bookable 09:30 - 16:30 Greenwich House, Heidelberg Room


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (10 of 24) Not bookable 09:30 - 16:30 First Intuition

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an external provider

Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme Dates will be added once they have been confirmed

AR Part 2: Adjustments and Set Up in Accounts Receivable [Places] 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Wednesday 23 January

09:15
Finance Division Taster Sessions - Helpdesk & Cash Management [Places] 09:15 - 12:00 To be confirmed

An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of the function of the Helpdesk and the Cash Management function.

09:30
AP Part 2: Matching, Amending and Foreign Invoices in Accounts Payable [Places] 09:30 - 16:15 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course builds on the knowledge gained in AP Part 1. The delegates will learn how to match invoices to purchase orders, add in freight charges and process invoices from other departments. The course also covers international payments including accounting for VAT and foreign currencies. Delegates will also learn more about month end procedures and AP Reports.

Thursday 24 January

09:30
How to Excel - Part 1 & 2 (For Finance Staff) new (1 of 2) [Places] 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Topics covered:

  • Extracting data from CUFS and Cognos
  • Basic formatting
  • Basic formulas
  • Navigating large spreadsheets
  • Advanced formulas
  • Conditional formatting
  • Data validation
  • Protecting cells and sheets
  • Lookup function
  • Pivot tables
  • Charts and graphs
  • Using data in other documents

Monday 28 January

14:00
Finance Division Taster Sessions - Central & Research Accounting: Introduction new [Places] 14:00 - 14:45 Greenwich House, Heidelberg Room

An overview of the role of Central and Research Accounting and a taster of the range of the activities that they are involved with.

This session is a required pre-requisite for attendance on the detailed walk-through sessions for any of the following topics:

  • Fixed Assets
  • Lynxvale Limited Property Accounting
  • Fee collection
  • Trust Funds
  • Research Accounting

Tuesday 29 January

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (15 of 26) Not bookable 09:30 - 16:30 Greenwich House, Heidelberg Room


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
GL Part 2: Reporting in the General Ledger [Places] 09:30 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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

You are invited to bring with you any reference documents that you may have detailing your own departmental codes.

Wednesday 30 January

09:30
AR Part 3: Customer Set-up in Accounts Receivable [Places] 09:30 - 12:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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

Events and Conferences in the Online Store

Product Catalogues in the Online Store

Thursday 31 January

09:30
How to Excel - Part 1 & 2 (For Finance Staff) new (2 of 2) [Places] 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Topics covered:

  • Extracting data from CUFS and Cognos
  • Basic formatting
  • Basic formulas
  • Navigating large spreadsheets
  • Advanced formulas
  • Conditional formatting
  • Data validation
  • Protecting cells and sheets
  • Lookup function
  • Pivot tables
  • Charts and graphs
  • Using data in other documents
14:00
Getting started in Cognos [Places] 14:00 - 15:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Monday 4 February

10:00
Finance Division Inductions - Greenwich House new [Places] 10:00 - 11:00 Greenwich House, Heidelberg Room

This welcome session is for staff based in Greenwich House, will introduce you to the practicalities working in the building and the resources available to you.

Tuesday 5 February

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (16 of 26) Not bookable 09:30 - 16:30 Greenwich House, Heidelberg Room


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
11:00

This session will walk the participant through in detail the activities involved with their chosen topic and provide an opportunity to ask questions and discuss any associations with their own role.

Following your provisional booking you will be asked which of the following topics you would like the session to concentrate on:

  • Fixed Assets
  • Lynxvale Limited Property Accounting
  • Fees
  • Trust Funds
  • Research Accounting

Thursday 7 February

09:30
AAT Level 2 Certificate in Bookkeeping 2018-19 - Day Release charged (1 of 11) Not bookable 09:30 - 12:30 Greenwich House, Heidelberg Room

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs are available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

13:15
Finance Division Knowledge Bites - Student Fees - The Finance Perspective new [Places] 13:15 - 14:00 Greenwich House, Cairo Room

How we collect £200m per year

14:00
Finance Division Inductions - Training & Development new [Places] 14:00 - 15:00 Greenwich House, Heidelberg Room

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.

Tuesday 12 February

09:30
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (11 of 24) Not bookable 09:30 - 16:30 First Intuition

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an external provider

Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme Dates will be added once they have been confirmed

How to Excel - Part 3 (For Finance Staff) new [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This session is only open to staff who have attended the How to Excel course previously.

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.

To provide an introduction to the Property Accounting Services team and the activities undertaken in the Section

10:00

To provide an opportunity for someone from elsewhere in Finance Division to spend some time with the Financial Systems Group to get an overview and appreciation of what they do.

14:00
Cognos: Refresher Training new [Places] 14:00 - 15:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

Have you previously attended Cognos training but not used the reporting tool since and would like to start using the tool again? If so then this course will enable you to get re-acquainted with Cognos..

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.

An opportunity for others within the Finance Division to spend some time with GHOST to gain an overview of their roles and a greater appreciation of what they do.