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Finance Training course timetable

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Fri 25 Jun 2021 – Wed 3 Nov 2021

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June 2021

Fri 25
Year-end webinar 2021: School of Humanities and Social Sciences new Finished 11:00 - 12:00 Finance Division, At Participant's Desk

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.

July 2021

Wed 7
Virtual - Cognos Introduction (1 of 2) CANCELLED 10:00 - 11:00 Finance Division, At Participant's Desk

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

Thu 8
Virtual - Cognos Introduction (2 of 2) CANCELLED 10:00 - 11:30 Finance Division, At Participant's Desk

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

Wed 14
Virtual - Year-end for New Users Finished 11:00 - 12:00 Finance Division, At Participant's Desk

This virtual new users Q&A session gives you an opportunity to ask specific questions related to the modules covered. All presenters will be present.

It is designed as a follow on from the explanatory videos which cover the year end processes in more detail than the general year-end presentation, and include specific procedures and tasks for each module.

To view the presentations, go to Finance Policy and Procedures > Financial Procedures > Chapter 11: Year-end instructions > Year end presentations and Q&A sessions: https://www.finance.admin.cam.ac.uk/Year-end-2021_presentations_and_QA_sessions

Modules covered include:

  • iProcurement
  • Accounts Payable
  • Accounts Receivable
  • The AP Dashboard
  • Fixed Assets
  • General Ledger
  • Grants
  • Cognos Reports
Tue 27
Virtual - Cognos Introduction (1 of 2) CANCELLED 10:00 - 11:00 Finance Division, At Participant's Desk

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

Wed 28
Virtual - Cognos Introduction (2 of 2) CANCELLED 10:00 - 11:30 Finance Division, At Participant's Desk

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

August 2021

Wed 11
Virtual - Cognos Introduction (1 of 2) Finished 10:00 - 11:00 Finance Division, At Participant's Desk

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

Thu 12
Virtual - Cognos Introduction (2 of 2) Finished 10:00 - 11:30 Finance Division, At Participant's Desk

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

September 2021

Tue 7
Coaching Session - Grants Part 2: Grant reports in Cognos Finished 10:00 - 12:00 Finance Division, At Participant's Desk

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

Wed 22
Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) CANCELLED 09:30 - 11:00 Finance Division, At Participant's Desk

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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

Thu 23
Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) CANCELLED 09:30 - 11:00 Finance Division, At Participant's Desk

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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

Coaching Session - Cognos Introduction Finished 11:30 - 12:30 Finance Division, At Participant's Desk

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

Wed 29
Virtual - GL 2: Reporting in the General Ledger (1 of 2) Finished 09:30 - 12:30 Finance Division, At Participant's Desk

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

Thu 30
Virtual - GL 2: Reporting in the General Ledger (2 of 2) Finished 09:30 - 10:30 Finance Division, At Participant's Desk

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

October 2021

Wed 6
Virtual - Grants Part 3: Viewing Grants in CUFS (1 of 2) Finished 10:00 - 12:00 Finance Division, At Participant's Desk

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.

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

Thu 7
Virtual - Grants Part 3: Viewing Grants in CUFS (2 of 2) Finished 10:00 - 11:30 Finance Division, At Participant's Desk

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.

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

Tue 12
Virtual - GL 1: Getting Started in the General Ledger module (1 of 2) Finished 09:30 - 11:00 Finance Division, At Participant's Desk

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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

Wed 13
Virtual - GL 1: Getting Started in the General Ledger module (2 of 2) Finished 13:00 - 14:30 Finance Division, At Participant's Desk

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.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

Thu 14
Virtual - Grants Part 2: Grant reports in Cognos (1 of 2) Finished 10:00 - 12:00 Finance Division, At Participant's Desk

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

Fri 15
Virtual - Grants Part 2: Grant reports in Cognos (2 of 2) Finished 10:00 - 11:30 Finance Division, At Participant's Desk

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

Wed 20
Virtual - GL 2: Reporting in the General Ledger (1 of 2) Finished 10:00 - 11:30 Finance Division, At Participant's Desk

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

Thu 21
Virtual - GL 2: Reporting in the General Ledger (2 of 2) Finished 10:00 - 11:30 Finance Division, At Participant's Desk

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

Wed 27
Virtual - Cognos Introduction (1 of 2) Finished 10:00 - 11:00 Finance Division, At Participant's Desk

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

Thu 28
Virtual - Cognos Introduction (2 of 2) Finished 10:00 - 11:30 Finance Division, At Participant's Desk

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

November 2021

Wed 3
Virtual - Grants Part 3: Viewing Grants in CUFS (1 of 2) Finished 10:00 - 12:00 Finance Division, At Participant's Desk

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.

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