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Finance Training

Finance Training course timetable

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Fri 23 Jun – Thu 20 Jul

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Tuesday 27 June

14:00
Year end 2017 seminar - School of Biological Sciences new [Open] 14:00 - 15:00 17 Mill Lane, Seminar Room B

The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager

Wednesday 28 June

10:00
Year end 2017 seminar - Clinical School new [Open] 10:00 - 11:00 Clifford Allbutt Lecture Theatre

The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager

Thursday 29 June

09:30
AR Part 2: Adjustments and Set Up in Accounts Receivable [Places] 09:30 - 12:30 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.

Tuesday 4 July

09:30
iProcurement Part 1: Getting Started in iProcurement (1 of 2) [Places] 09:30 - 13:00 Greenwich House, Ferrara Room (IT 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.

10:30
Year end 2017 seminar - Non Schools/UAS/General new [Open] 10:30 - 11:30 17 Mill Lane, Seminar Room B

This event is for accounts staff from the UAS and non-schools institutions.

There will be a short presentation from the Finance Division team and then a session for institution specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager

13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) [Places] 13:45 - 15:45 Greenwich House, Ferrara Room (IT 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.

Wednesday 5 July

09:30
Grants Part 2: Grant reports in COGNOS [Places] 09:30 - 13:00 Greenwich House, Ferrara Room (IT Training Room)

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.

14:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) [Places] 14:00 - 16:00 Greenwich House, Ferrara Room (IT Training Room)

This course covers the various month-end processes that need to be completed within the iProcurement module.

16:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (2 of 2) [Places] 16:00 - 16:30 Greenwich House, Ferrara Room (IT Training Room)

This course covers the various month-end processes that need to be completed within the iProcurement module.

Thursday 6 July

11:00
Year end 2017 seminar - School of Arts and Humanities new [Open] 11:00 - 12:00 17 Mill Lane - A&H meeting room (S7)

The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager

The session will be followed by the accounts forum

15:00
Getting Started in COGNOS [Places] 15:00 - 16:30 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.

Friday 7 July

09:30
AP Part 2: Matching, Amending and Foreign Invoices in Accounts Payable [Places] 09:30 - 16:15 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.

Monday 10 July

10:00
Year end 2017 seminar - School of Humanities and Social Sciences new [Open] 10:00 - 11:00 Mond Building, Mond Seminar Room

The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager

The session will be followed by the accounts forum

14:00
COGNOS Refresher for Discoverer Users new [Places] 14:00 - 16:00 Greenwich House, Ferrara Room (IT Training Room)

Due to the decommissioning of the Discoverer reporting tool, a number of Cognos reports have either been adapted or specially written to bridge the gap. This course is aimed at users who would like to update their Cognos skills. The functionality of Cognos will be covered, rather than report output. However, differences between Discoverer and the new Cognos reports will be highlighted.

Tuesday 11 July

09:30
Year-end for New Users new [Full] 09:30 - 12:30 Greenwich House, Heidelberg Room

This session will cover year end processes in more detail than the road shows and will include:

  • Outline of the year end timetable to be followed
  • Specific procedures and tasks for each module
  • Guidance on journals especially accruals, prepayments and transfer codes
  • Making better use of the COGNOS reporting tool
  • Exploring areas that often cause problems
  • Practical advice on how to prioritise during key periods

Wednesday 12 July

13:00
Year-end for New Users new [Places] 13:00 - 16:30 Greenwich House, Edmonton Room

This session will cover year end processes in more detail than the road shows and will include:

  • Outline of the year end timetable to be followed
  • Specific procedures and tasks for each module
  • Guidance on journals especially accruals, prepayments and transfer codes
  • Making better use of the COGNOS reporting tool
  • Exploring areas that often cause problems
  • Practical advice on how to prioritise during key periods

Thursday 13 July

09:30
Grants Part 3: Viewing Grants in CUFS [Full] 09:30 - 13:00 Greenwich House, Ferrara Room (IT Training Room)

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.

10:00
Year end 2017 seminar - Schools of Technology and Physical Sciences new [Open] 10:00 - 11:00 17 Mill Lane, Seminar Room E

The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager

The session will be followed by the accounts forum

Friday 14 July

11:00
Year end 2017 seminar - General new [Open] 11:00 - 12:00 Todd-Hamied

This event is for accounts staff from the UAS and non-schools institutions.

There will be a short presentation from the Finance Division team and then a session for institution specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager

Tuesday 18 July

09:00

To provide an opportunity for someone from elsewhere in Fin Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite.

09:30
GL Part 1: Getting Started in the General Ledger module [Places] 09:30 - 12:30 Greenwich House, Ferrara Room (IT 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.

Wednesday 19 July

09:00

To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting.

10:00
COGNOS Query Studio for Discoverer Users new [Places] 10:00 - 12:00 Greenwich House, Ferrara Room (IT Training Room)

This course offers a basic introduction to Cognos Query Studio

13:30
Grants Part 4: Administration of Grants in CUFS [Places] 13:30 - 16:30 Greenwich House, Ferrara Room (IT Training Room)

This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS.

Thursday 20 July

09:30
GL Part 2: Reporting in the General Ledger (1 of 2) [Places] 09:30 - 12:30 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.

10:00

To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do.

13:30
GL Part 2: Reporting in the General Ledger (2 of 2) [Places] 13:30 - 16:00 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.