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Finance Training

Finance Training course timetable

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Wed 15 Jan – Wed 29 Jan

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Wednesday 15 January

09:30
Virtual - How to Excel - Part 1 & 2 (For Finance Staff) (2 of 2) Finished 09:30 - 11:30 Via MS Teams

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.

Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) Finished 09:30 - 11:30 Via MS Teams

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.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

If none of the dates are suitable then there are two on-demand packages which can be completed instead.

Chart of Accounts and Account Enquiry https://www.training.cam.ac.uk/fin/event/4716069

Journals https://www.training.cam.ac.uk/fin/event/4716067

10:00
How to make a group booking with Key Travel new Finished 10:00 - 11:00 Via MS Teams

How to make a group booking with Key Travel - Organising group travel for research or to undertake work on behalf of the University.

This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking group travel (10 passengers or more) on behalf of the University. Key Travel’s Specialist Travel team will take you through the process of group bookings including:

  • What is group travel?
  • How to make a group booking with Key Travel (what information is required)
  • Services available
  • Benefits of booking with Key Travel

The primary purpose of the training session will be to walk you through the booking process, however, there will also be opportunities to ask questions and explore the services provided.

Ind-E-Pay UAT testing session - Set up testing new Finished 10:00 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom session to be held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

A testing session for the Ind-E-Pay UAT phase. This session will primarily be for the set up phase of the process, where possible testers should also attend one of the payment request testing sessions.

Thursday 16 January

09:30
Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) Finished 09:30 - 11:00 Via MS Teams

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.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

If none of the dates are suitable then there are two on-demand packages which can be completed instead.

Chart of Accounts and Account Enquiry https://www.training.cam.ac.uk/fin/event/4716069

Journals https://www.training.cam.ac.uk/fin/event/4716067

Friday 17 January

11:00

There are many benefits to working at Cambridge. In this session we will explore how to make the most of the discounts and resources you are entitled to and highlight the activities available to help you make the most of working here.

Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new Finished 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

14:00
Ind-E-Pay UAT testing session - Payment request testing new Finished 14:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom session to be held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

A testing session for the Ind-E-Pay UAT phase. This session will primarily be for the payment request part of the process. Testers should also have attended one of the set up testing sessions.

Monday 20 January

10:00
Ind-E-Pay UAT testing session - Set up testing new Finished 10:00 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom session to be held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

A testing session for the Ind-E-Pay UAT phase. This session will primarily be for the set up phase of the process, where possible testers should also attend one of the payment request testing sessions.

14:00
Ind-E-Pay UAT testing session - Payment request testing new Finished 14:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom session to be held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

A testing session for the Ind-E-Pay UAT phase. This session will primarily be for the payment request part of the process. Testers should also have attended one of the set up testing sessions.

Tuesday 21 January

10:00
How to book with Key Travel new Finished 10:00 - 12:00 Via MS Teams

How to book with Key Travel - Travelling for research or to undertake work on behalf of the University.

This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking travel on behalf of the University. Key Travel is the University’s preferred supplier for travel management services and provides the following support for colleagues:

  • Booking services (online and offline) for flights, accommodation and rail
  • Group booking services
  • 24/7 Traveller support
  • 24/7 Emergency scanning and support
  • Refund management

The primary purpose of the training session will be to walk you through the booking process using Key Travel’s online portal. However, the session will also provide you with hints and tips on how to identify the best travel options for your requirements.

Ind-E-Pay UAT testing session - Set up testing new Finished 10:00 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom session to be held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

A testing session for the Ind-E-Pay UAT phase. This session will primarily be for the set up phase of the process, where possible testers should also attend one of the payment request testing sessions.

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Wednesday 22 January

09:30
Virtual - Grants Part 2: Grant reports in Cognos (1 of 2) Finished 09:30 - 11:30 Via MS Teams

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.

The course material will be split across 2 webinars on consecutive days

10:00
Ind-E-Pay UAT testing session - Payment request testing new Finished 10:00 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom session to be held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

A testing session for the Ind-E-Pay UAT phase. This session will primarily be for the payment request part of the process. Testers should also have attended one of the set up testing sessions.

Thursday 23 January

09:30
Virtual - Grants Part 2: Grant reports in Cognos (2 of 2) Finished 09:30 - 11:00 Via MS Teams

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.

The course material will be split across 2 webinars on consecutive days

Friday 24 January

10:00
Ind-E-Pay UAT testing session - Set up testing new Finished 10:00 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom session to be held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

A testing session for the Ind-E-Pay UAT phase. This session will primarily be for the set up phase of the process, where possible testers should also attend one of the payment request testing sessions.

11:00
Tableau Drop In Sessions (via Teams) new Finished 11:00 - 11:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

11:30
Tableau Drop In Sessions (via Teams) new Finished 11:30 - 12:00 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

14:00
Ind-E-Pay UAT testing session - Payment request testing new Finished 14:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is a classroom session to be held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

A testing session for the Ind-E-Pay UAT phase. This session will primarily be for the payment request part of the process. Testers should also have attended one of the set up testing sessions.

Tuesday 28 January

09:30
IN PERSON - Tableau Server - Viewer new Finished 09:30 - 11:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is an in person classroom course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

15:00
Tableau Drop In Sessions (via Teams) new Finished 15:00 - 15:30 Via MS Teams

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.

Wednesday 29 January

09:30
Virtual - How to Excel - Part 3 (For Finance staff) Finished 09:30 - 12:30 Via MS Teams

The session will look at more advanced formulas and macros using the recorder and VBA tools.

The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data.

Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps.

The session will run on Teams and delegates must be able to access Excel during the session

Virtual - GL 2: Reporting in the General Ledger (1 of 2) Finished 09:30 - 11:30 Via MS Teams

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