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AAT Alumni new Mon 5 Feb 2018   13:30 [Places]

Across the university and assoicated bodies we have many members of staff who have previously studied AAT or are currently studying. We have set up an alumni group specifically for these AAT qualified/part qualified staff as a way to maintain the connection and to support their continued development

Cyber security

Protecting the University’s assets, intellectual property and information against cyber security threats is a complex, evolving task. Cyber attacks can result in data loss, reputational damage, fines and other types of financial loss. To help protect the University against these risks, University Information Services (UIS) is overseeing a major programme to improve cyber security levels across the University

Kieren Lovell from UIS will be coming to speak about how we manage our security in the University and what steps we can take to protect ourselves.

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs are available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

AAT Level 3 Diploma in Accounting 2017-18 new charged Tue 12 Sep 2017   09:30 Not bookable


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

An introduction to University Finances and the Finance System. The course covers the following areas:

  • An overview of University Finances
  • The Finance System
  • The Account code structure
  • Support for financial activities
  • Accessing CUFS

This course should work fine in 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.

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 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.

1 other event...

Date Availability
Thu 14 Jun 2018 09:30 [Places]

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

AP: Using Shared Services Self-taught Bookable

This on-line course has two purposes:

  • to enable end users to understand which AP processes are completed by the department and which by Shared Services,
  • to explain how to carry out the departmental processes.

An online course for new starters in departments whose Account Payable (AP) transactions are processed by the Clinical School Accounts Team. The course provides guidance on who does what and explains to users how to carry out their departmental processes. Completion of this 90 minute course is a mandatory requirement for the allocation of the responsibility UFS xx AP Shared Services.

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).

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.

2 other events...

Date Availability
Tue 24 Apr 2018 09:30 [Places]
Wed 18 Jul 2018 09:30 [Places]
AR Part 3 - Customer Set-up in Accounts Receivable new Tue 16 Jan 2018   09:30 [Places]

With the introduction of e-Sales, and the centralising of setting up customers in Accounts Receivable, there is little need for departments to set up or amend customers in AR. This central service is designed to reduce the administrative burden on the departments, eliminate customer duplication, ensure consistent set up and identify situations where credit checks might be required or where eSales (WPM) would be a better alternative to conventional invoicing.

If a department wishes to maintain this set up within the department a new AR Manager responsibility will be required. To receive this responsibility you must attend this compulsory master class. The master class will provide you with the opportunity to practice setting up and amending customers within CUFS. Upon completion of the course you will receive your AR Manager responsibility.

Please Note: Departments are encouraged to either use e-Sales, or take advantage of this central service. There is no need to register; simply complete and email the form through as and when you have a new customer or amendment request (http://www.finance.admin.cam.ac.uk/staff-and-departmental-services/forms)

eSales Departments are encouraged to consider if using the CUFS module to set up and raise invoices to private individuals is the best option and whether it would be more appropriate to use the University’s online store. For more information please see the eSales website or watch the three short videos below which give an overview of what the eSales system looks like and what it can do.

Introduction to the Online Store

Events and Conferences in the Online Store

Product Catalogues in the Online Store

Bribery Act Training Self-taught Booking not required

All staff have a responsibility to ensure that their conduct nor the conduct of any person or organisation entering into any contract or arrangement with the University contravenes the Bribery Act 2010. Staff must not use their authority or office for personal gain and must always seek to uphold the reputation and good standing of the University.

This short online course guides you through the scope of the Act and highlights some of the situations that you should be aware of.

Cash Handling Self-taught Bookable

« Description not available »

Cognos: Refresher training new Thu 15 Feb 2018   14:30   [More dates...] [Places]

Have you previously attended Cognos training but not used the reporting tool since and would like to start using the tool again? If so then this course will enable you to get re-acquainted with Cognos..

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.

2 other events...

Date Availability
Tue 24 Apr 2018 14:30 [Places]
Tue 26 Jun 2018 14:30 [Places]

To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do.

6 other events...

Date Availability
Mon 26 Feb 2018 10:00 [Places]
Tue 20 Mar 2018 14:00 [Places]
Fri 27 Apr 2018 10:00 [Places]
Thu 24 May 2018 10:00 [Places]
Mon 25 Jun 2018 14:00 [Places]
Tue 17 Jul 2018 14:00 [Places]

To provide an opportunity for someone from elsewhere in Finance Division to spend a half day with the Financial Systems Group to get an overview and appreciation of what they do.

5 other events...

Date Availability
Wed 4 Apr 2018 13:00 [Places]
Wed 13 Jun 2018 13:00 [Places]
Wed 1 Aug 2018 13:00 [Places]
Wed 3 Oct 2018 13:00 [Places]
Wed 5 Dec 2018 13:00 [Places]

To provide an opportunity for someone from elsewhere in Fin Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite.

3 other events...

Date Availability
Fri 16 Mar 2018 09:00 [Places]
Fri 18 May 2018 09:00 [Places]
Thu 12 Jul 2018 09:00 [Places]
Finance Division Taster Session - Treasury new Thu 14 Dec 2017   09:00   [More dates...] [Places]

To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite.

3 other events...

Date Availability
Mon 26 Feb 2018 09:00 [Places]
Thu 26 Apr 2018 09:00 [Places]
Thu 14 Jun 2018 09:00 [Places]
First Steps in Procurement 2017 new charged Thu 14 Dec 2017   09:30 Not bookable

This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques.

All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement

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 new 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.

Getting Started in COGNOS Tue 16 Jan 2018   14:30   [More dates...] [Places]

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.

3 other events...

Date Availability
Tue 6 Mar 2018 14:30 [Places]
Wed 23 May 2018 14:30 [Places]
Thu 26 Jul 2018 14:30 [Places]

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.

3 other events...

Date Availability
Tue 13 Mar 2018 09:30 [Places]
Fri 4 May 2018 09:30 [Places]
Thu 5 Jul 2018 09:30 [Places]
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