Finance Training Self Taught 2021-22

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.

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 will enable Shared Services staff members 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).

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

This course will explain VAT reliefs commonly available to universities and how they are claimed.

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

This course will provide you with an overview of how VAT applies specifically in the higher education sector but is not intended to be a fully comprehensive guide.

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

This course will provide you with an overview of how VAT applies to income specifically in the higher education sector but is not intended to be a fully comprehensive guide.

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

It will provide you with an overview of how VAT applies to purchasing specifically in the higher education sector but is not intended to be a fully comprehensive guide.

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

This course will explain the reliefs commonly available to universities and how they are claimed.

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

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.

This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS.

Booking onto this course can only be done through your department Key Contact

• They will confirm the level of access which you will require
• The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with links to the course/(s) that you need to complete.

iProcurement Courses Available

• Introduction to iProcurement (New for R12.2)
• iProcurement: Buyers Work Centre (New for R12.2)
• iProcurement: Approving (New for R12.2)
• iProcurement: Autocreating (New for R12.2)

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

Please note: This is only relevant for Concur key contacts/Finance teams following the live training session for their rollout phase

If you were unable to attend your key contact training session please make a booking here, you will be sent a link to the recording. You will receive an automated email confirming your booking, the link to the recording will be in the joining instructions section.

If you are a claimant or approver looking for guidance on using the system, please see the Expenses Hub website

Please note: This is only relevant for Concur key contacts/Finance teams following the live training session for their rollout phase

If you were unable to attend your key contact training session please make a booking here, you will be sent a link to the recording. You will receive an automated email confirming your booking, the link to the recording will be in the joining instructions section.

If you are a claimant or approver looking for guidance on using the system, please see the Expenses Hub website

Setting up a new supplier

This brief course, intended for key contacts, will explain the process of setting up a supplier, especially the documents that are required before the supplier can be set up by the supplier database team.

• Self-test knowledge check (successful completion of this knowledge check will enable Finance Training to add this to your training record)

Click on this link to access the course https://www.vle.cam.ac.uk/course/view.php?id=233591