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Finance Training Self Taught 2019-20

14 matching courses
Courses per page: 10 | 25 | 50 | 100


This course is designed to provide a basic introduction to how finances are managed at the University and is the ideal first course for anyone who will be working in an accounts area.

Not only does it provide an overview of how the University's Finance System (UFS) is structured but also which activities are performed centrally and which are done in departments. It introduces the concepts of the Financial Regulations and Finance Procedures as well as signposting where you can find more support, how to access UFS and what training may be appropriate for your role.

AP: eInvoicing in Accounts Payable Self-taught Bookable

An Introduction to the University's eInvoicing system, how it works and what actions/processes are completed by the department.

This on-line course will enable end users to understand the basics of accounts payable, including processing basic invoices and expense claims.

This on-line course enables users to learn how to Secondary Approve invoices within the Accounts Payable module.

The Accounts Receivable (AR) module of the University’s Finance System (CUFS) deals with managing customer information and managing income generated from sales and donations.

In this course we will be looking at some of the key aspects such as:

  • creating external invoices
  • creating internal invoices
  • receipting income relating to invoices
  • receipting other income

We will also provide you with some basic information relating to banking procedures and to the University’s Online Store (also known as eSales).

Cash Handling Self-taught Bookable

« Description not available »

Fixed Assets web based Self-taught Bookable

A course for departmental staff who deal with purchasing, monitoring and disposal of fixed assets.

Getting started as a Key Contact Self-taught Bookable

Each department has one or more nominated Finance Key Contacts.

They take responsibility for many day-to-day interactions between the department and the Finance Division, such as:

  • Requesting and amending user access to UFS
  • Receiving communications and reports
  • Requesting new suppliers

This course tells you all about the role of a Key Contact and what it entails.

The course should work fine on most modern Smartphones and on tablet devices too.

Once you've booked onto this course you will receive an email with the web link to access the materials.

General Ledger Transfer codes are a particular useful tool to help you to manage your departmental accounts as they allow you to use surpluses generated in one account to fund activities elsewhere.

A short online course that provides a basic introduction to the key features of Research Grants and how they are managed in the University.

Please note it does not include detailed guidance of how to apply for grants (e.g. using pFACT/X5) – please contact the Research Operations Office for advice.

iProcurement web based: Approvers Self-taught Bookable

This short on-line course is designed for those who need only to learn how to approve requisitions for other staff within their department to learn the steps inolved. There is no training on raising requisitions/buying goods and services in this course and completing this training will not give you access to the Marketplace for buying goods.

If you will need to purchase goods and services as well as approve then please take our iProcurement Buyers course instead (The Buyer course includes the option to learn basic approval technique but is not as detailed as the full Approvers course). iProcurement Buyer course.

  • If you want to proceed onto this course make a booking by using the Book a Place > button . You will receive an email to acknowledge your booking containing a link to the online course.
iProcurement web based: Buyers Self-taught Bookable

This course enables users to learn how to request goods/services required for their role using the UFS iProcurement module.

Please be aware before you book ...
We also run this course as a classroom taught course roughly once a month from September to July if you would prefer. You must book and attend BOTH Am and PM sessions if you are to be a Buyer - Book the classroom course)
The online course is NOT a prerequisite for the classroom course
You only need do the Buyers OR Requisitioners course, not both.
How to proceed and book onto this course
  • Please check firstly that you are required to be an iProcurement Buyer. If not, you may need the Requisitioner course. If you aren't sure about this, please check our guide at https://www.finance.admin.cam.ac.uk/files/iprocurement_training.pdf or ask your line manager or Finance Key Contact for guidance, as making an incorrect booking will delay your training.
  • Make a provisional booking by using the Book a Place > button . You will receive an email to acknowledge your booking. Please read this carefully.
  • You must then fill in your responsibility requirements in a short survey. Ask your line manager if you are unsure of what these need to be.
  • The training team will use your booking and survey results to set up your training account and will then email you with details of how to access the training and the UFS Play system.

This course enables users to learn how to request goods/services required for their role using the UFS iProcurement module.

Please be aware before you book...
We also run this course as a classroom taught course roughly once a month from September to July if you would prefer. You need only attend the morning session if you are to be a Requisitioner - Book the classroom course
The online course is NOT a prerequisite for the classroom course
You only need do the Requisitioners OR Buyers course, not both.
How to proceed and book onto this course
  • Please check firstly that you are required to be an iProcurement Requisitioner. If not, you may need the Buyer course. If you aren't sure about this, please check our guide at https://www.finance.admin.cam.ac.uk/files/iprocurement_training.pdf or ask your line manager or Finance Key Contact for guidance, as making an incorrect booking will delay your training.
  • Make a provisional booking by using the Book a Place > button. You will receive an email to acknowledge your booking. Please read this carefully.
  • You must then fill in your responsibility requirements in a short survey. Ask your line manager if you are unsure of what these need to be.
  • The training team will use your booking and survey results to set up your training account and will then email you with details of how to access the training and the UFS Play system.
Petty Cash Self-taught Bookable

This short online course will provide you with an overview of the way petty cash operates. This includes:

  • An overview of petty cash
  • Getting started with petty cash
  • Day-to-day use and accounting for petty cash
  • How to deal with any problems
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