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Finance Training

Finance Training course timetable

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Thu 16 Aug – Thu 11 Oct

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Tuesday 21 August

14:00
Shared Services - The Wider Perspective new [Places] 14:00 - 15:30 Greenwich House, Cairo Room

This session will provide Shared Services staff with a greater understanding of:

  • the purchase-to-pay cycle
  • what departments do and how that fits in with Shared Services
  • the basics of grants and some of the problems that can occur
  • how the Central payment processes work

Tuesday 4 September

09:30
How to Excel - Part 3 new [Places] 09:30 - 13:00 University Information Services, 17 Mill Lane Training Room

This session is only open to those 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.

This course is for staff only.

Thursday 6 September

09:30
iProcurement Part 1: Getting Started in iProcurement (1 of 2) [Places] 09:30 - 13:00 University Information Services, 17 Mill Lane Training Room

This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.

iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.

13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) [Places] 13:45 - 15:45 University Information Services, 17 Mill Lane Training Room

This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.

iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.

Tuesday 11 September

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (1 of 26) [Places] 09:30 - 12:30 University Information Services, 17 Mill Lane Training 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

Wednesday 12 September

09:30
How to Excel new (1 of 2) [Places] 09:30 - 12:30 University Information Services, 17 Mill Lane 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

Thursday 13 September

09:30
GL Part 1: Getting Started in the General Ledger module [Places] 09:30 - 12:30 University Information Services, 17 Mill Lane Training Room

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.

13:30
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (1 of 7) [Places] 13:30 - 14:30 Greenwich House, Heidelberg Room

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

Tuesday 18 September

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (2 of 26) [Places] 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

Wednesday 19 September

09:30
How to Excel new (2 of 2) [Places] 09:30 - 12:30 University Information Services, 17 Mill Lane 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
13:00
Grants Part 2: Grant reports in COGNOS [Places] 13:00 - 16:30 University Information Services, 17 Mill Lane Training Room

This course focusses 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 the Grants module in CUFS is not accessed.

Thursday 20 September

09:30
GL Part 2: Reporting in the General Ledger (1 of 2) [Places] 09:30 - 13:00 University Information Services, 17 Mill Lane 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.

14:00
GL Part 2: Reporting in the General Ledger (2 of 2) [Places] 14:00 - 16:00 University Information Services, 17 Mill Lane 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.

Tuesday 25 September

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (3 of 26) [Places] 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

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

Wednesday 26 September

09:30
How to Excel - Part 3 new [Places] 09:30 - 13:00 University Information Services, 17 Mill Lane Training Room

This session is only open to those 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.

This course is for staff only.

Thursday 27 September

14:30
Getting Started in COGNOS [Places] 14:30 - 16:00 University Information Services, 17 Mill Lane 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.

Tuesday 2 October

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (4 of 26) [Places] 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

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

Tuesday 9 October

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (5 of 26) [Places] 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

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

iProcurement Part 1: Getting Started in iProcurement (1 of 2) [Places] 09:30 - 13:00 University Information Services, 17 Mill Lane Training Room

This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.

iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.

13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) [Places] 13:45 - 15:45 University Information Services, 17 Mill Lane Training Room

This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.

iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.

Thursday 11 October

09:30
Managing the Budget new [Places] 09:30 - 12:30 Greenwich House, Heidelberg Room

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.

AP Part 2: Matching, Amending and Foreign Invoices in Accounts Payable [Places] 09:30 - 16:15 University Information Services, 17 Mill Lane 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.