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Finance Training

Finance Training course timetable

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Tue 14 Jul – Tue 21 Jul

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Tuesday 14 July

09:30
Budgeting part 2: Creating and monitoring budgets in CUFS and Cognos [Places] 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting.

It is an ideal follow on from Budgeting part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools.

Thursday 16 July

09:00
Finance Division Taster Sessions - Treasury & Investments (Investments) [Places] 09:00 - 12:00 Finance Division, At Participant's Desk

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 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.

Finance Division Taster Sessions - Property Accounting Services (PAS) [Places] 09:30 - 12:30 Finance Division, At Participant's Desk

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

10:00
Finance Division Taster Sessions - Central & Research Accounting [Places] 10:00 - 11:00 Greenwich House, Minsk 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
10:30
Finance Division Inductions - Benefits, Training & Development [Places] 10:30 - 11:30 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.

Monday 20 July

14:30
Cognos Refresher Training [Places] 14:30 - 16:00 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: Grant reports in Cognos
  • 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 21 July

09:30
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.

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

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