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Finance Training

Finance Training course timetable

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Tue 23 May – Tue 11 Jul

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Wednesday 24 May

09:15

To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier.

14:30
Cognos: Refresher training new (1 of 2) Not bookable 14:30 - 16:00 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.

16:00
Cognos: Refresher training new (2 of 2) Not bookable 16:00 - 16:30 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.

Tuesday 30 May

09:30
AAT Level 4 Professional Diploma in Accounting 2016-17 (22 of 24) In progress 09:30 - 16:30 First Intuition

AAT Level 4, Professional Diploma in accounting.

The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different.

Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme

Tuesday 6 June

09:30
AAT Level 4 Professional Diploma in Accounting 2016-17 (23 of 24) In progress 09:30 - 16:30 First Intuition

AAT Level 4, Professional Diploma in accounting.

The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different.

Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme

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.

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.

Thursday 8 June

09:00

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

Friday 9 June

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.

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.

Tuesday 13 June

09:30
AAT Level 4 Professional Diploma in Accounting 2016-17 (24 of 24) In progress 09:30 - 16:30 First Intuition

AAT Level 4, Professional Diploma in accounting.

The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different.

Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme

Wednesday 14 June

09:30
AP Part 2: Matching, Amending and Foreign Invoices in Accounts Payable [Full] 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.

Thursday 15 June

09:00

To provide an opportunity for someone from elsewhere in Finance 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 ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite.

Monday 19 June

14:00

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.

Tuesday 20 June

09:15

To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do.

Wednesday 21 June

09:15

To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier.

09:30
AR Part 3 - Customer Set-up in Accounts Receivable new [Places] 09:30 - 12:00 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 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.

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.

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

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.

Tuesday 11 July

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

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