skip to navigation skip to content
- Select training provider - (Finance Training)

Finance Training

Finance Training course timetable

Show:

Thu 20 Sep 2018 – Thu 18 Oct 2018

Now Today



Thursday 20 September 2018

09:30
GL Part 2: Reporting in the General Ledger (1 of 2) Finished 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.

10:00
Pectus Roll out - Humanities and Social Sciences new Finished 10:00 - 12:00 8 Mill Lane, Lecture Room 5

To be added.

11:00
Pectus Roll out - Arts and Humanities new Finished 11:00 - 12:30 In Person, Venue TBC

To be added.

14:00
GL Part 2: Reporting in the General Ledger (2 of 2) Finished 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.

Pectus Roll out - Biological Sciences new Finished 14:00 - 16:00 8 Mill Lane, Lecture Room 5

To be added.

Friday 21 September 2018

10:00
Pectus Roll out - Clinical School new Finished 10:00 - 12:00 Clinical School, Committee Room (Seminar Room 5)

To be added.

Tuesday 25 September 2018

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (3 of 26) Finished 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
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (2 of 24) Finished 09:30 - 16:30 First Intuition

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 2018

09:30
How to Excel - Part 3 (For Finance Staff) new Finished 09:30 - 13:00 University Information Services, 17 Mill Lane Training Room

This session is only suitable for those with a good working knowledge of Excel and formulas, ideally having completed How to Excel previously

Pre course work will be sent prior to the course which will assess the base level of understanding

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.

Thursday 27 September 2018

14:30
Getting Started in COGNOS Finished 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.

Friday 28 September 2018

13:15
Finance Division Knowledge Bites - Suppliers Database & Expense Forms new Finished 13:15 - 14:00 Greenwich House, Edmonton Room

Apex is a type of software being utilised in different ways within the Finance Division to create new forms, workflow and integration with CUFS. This session will provide you with an overview of the new supplier database project, as well as a look at the new on-line expenses form, projected to be LIVE by mid-October

Tuesday 2 October 2018

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (4 of 26) Finished 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
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (3 of 24) Finished 09:30 - 16:30 First Intuition

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

13:15
Finance Division Knowledge Bites - Suppliers Database & Expense Forms new Finished 13:15 - 14:00 8 Mill Lane, Lecture Room 10

Apex is a type of software being utilised in different ways within the Finance Division to create new forms, workflow and integration with CUFS. This session will provide you with an overview of the new supplier database project, as well as a look at the new on-line expenses form, projected to be LIVE by mid-October

Tuesday 9 October 2018

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (5 of 26) Finished 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
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (4 of 24) Finished 09:30 - 16:30 First Intuition

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) Finished 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) Finished 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 2018

09:30

This session is a good introduction to budgeting in the Unviersity. It 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 Finished 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.

Tuesday 16 October 2018

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (6 of 26) Finished 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
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (5 of 24) Finished 09:30 - 16:30 First Intuition

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 17 October 2018

09:30
AR Part 2: Adjustments and Set Up in Accounts Receivable Finished 09:30 - 12:30 University Information Services, 17 Mill Lane 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.

13:15
Finance Division Knowledge Bites - Project Pectus new Finished 13:15 - 14:00 Greenwich House, Heidelberg Room

From the start of this financial year a change has been made to the way that the Chest Allocation is entered into the accounts, it is now shown as actual income. Among other benefits this change will make it possible to use the Plan field for full system budgeting with a consistent approach for Chest and Non-Chest income. Alongside this change are new flexible COGNOS reports which have been adapted to reflect the new processes.

This session will give an overview of the revised methodology and the new reports.

Thursday 18 October 2018

13:00
How to Excel for Finance Staff new (1 of 2) Finished 13:00 - 16:00 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