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Finance Training

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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.

7 other events...

Date Availability
Wed 15 Jan 2020 09:30 [Places]
Wed 5 Feb 2020 09:30 [Places]
Tue 3 Mar 2020 09:30 [Places]
Tue 21 Apr 2020 09:30 [Places]
Wed 13 May 2020 09:30 [Places]
Tue 9 Jun 2020 09:30 [Places]
Wed 8 Jul 2020 09:30 [Places]

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.

This course covers the various month-end processes that need to be completed within the iProcurement module.

4 other events...

Date Availability
Thu 23 Jan 2020 14:00 [Places]
Tue 31 Mar 2020 14:00 [Places]
Thu 21 May 2020 10:00 [Places]
Tue 21 Jul 2020 14:00 [Places]
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.
Managing the Budget - Part 1 Tue 25 Feb 2020   09:30   [More dates...] [Places]

This session 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.

3 other events...

Date Availability
Thu 5 Dec 2019 09:30 [Full]
Thu 23 Apr 2020 13:30 [Places]
Tue 9 Jun 2020 09:30 [Places]
Managing the Budget - Part 2 Tue 26 Nov 2019   09:30   [More dates...] [Places]

This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting.

It is an ideal follow on from Managing the Budget Part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools.

4 other events...

Date Availability
Thu 9 Jan 2020 09:30 [Places]
Tue 17 Mar 2020 09:30 [Places]
Thu 21 May 2020 13:00 [Places]
Tue 14 Jul 2020 09:30 [Places]
Modern Slavery Act new Self-taught Booking not required

The University and all its staff have a responsibility to ensure that their dealings, and the supply chains of those who we trade with, are free from any sort of modern slavery.

This online course guides you through some facts and figures relating to Modern Slavery and Human Trafficking and highlights warning signs you need to be aware of.

Off Payroll Worker Briefing Sessions Mon 17 Feb 2020   09:30 [Places]

From 6 April 2017 new rules will apply to payments made to limited companies largely controlled by a single individual where they provide services to the University, or agencies providing such resource to the University. The Finance Division is holding a number of seminars to explain procedures and guidelines that they are implementing to help departments manage this risk.

PCI DSS Compliance Training Self-taught Bookable

In order for the University to carry out financial transactions involving the acceptance of payment cards from customers we have to comply with standards as laid down by the Payment Card Industry (PCI) Security Council.

This short, online course will provide users with the information they need to process card receipts securely and in accordance with the PCI Security Standards.

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
Tableau Drop In Sessions Tue 26 Nov 2019   14:30   [More dates...] [Places]

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges.

11 other events...

Date Availability
Tue 26 Nov 2019 15:00 [Places]
Tue 26 Nov 2019 15:30 [Places]
Tue 3 Dec 2019 14:30 [Places]
Tue 3 Dec 2019 15:00 [Places]
Tue 3 Dec 2019 15:30 [Places]
Tue 10 Dec 2019 14:30 [Places]
Tue 10 Dec 2019 15:00 [Places]
Tue 10 Dec 2019 15:30 [Places]
Tue 17 Dec 2019 14:30 [Places]
Tue 17 Dec 2019 15:00 [Places]
Tue 17 Dec 2019 15:30 [Places]
Tableau for Explorers - Departmental Profiles Fri 8 Nov 2019   09:30 CANCELLED

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations

Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.

Tableau for Explorers - Exam Results new Mon 16 Sep 2019   09:30 CANCELLED

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations

Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.

Tableau for Explorers - Research Mon 18 Nov 2019   09:30 Finished

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations

Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.

Tableau for Viewers - Exam Results Wed 25 Sep 2019   09:30 Finished

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations.

Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.

Tableau for Viewers - Research Mon 11 Nov 2019   09:30 Finished

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations.

Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.

Tax Exemptions - Medically Exempt new Mon 2 Dec 2019   11:00 [Places]

A briefing session to remind iProc buyers/requisitioners of when departments are eligible to apply/claim medical exemption relief from VAT. This area of VAT is being highlighted at the moment as it is a current focus of HMRC. Additionally, some suppliers are reviewing their controls over the application of Medical Exemption, and are therefore checking our use of ME0% on recent orders.

VAT & Research Tue 10 Mar 2020   14:00   [More dates...] [Places]

This session provides you with a simple overview of the basics and how VAT applies to Research Grants including;

  • How to establish the correct VAT rate to attribute to an award when it is set up in CUFS
  • Why it is so important
  • How the VAT rate attributed affects expenditure subsequently coded to the grant

1 other event...

Date Availability
Fri 12 Jun 2020 10:30 [Places]
VAT & the University Wed 18 Mar 2020   10:00   [More dates...] [Places]

This session provides you with a simple overview of the basics and how VAT applies to the University.

Please note: This takes place at the Large Lecture Theatre at the Botany Building and not the Tom ap Rees Room

1 other event...

Date Availability
Thu 4 Jun 2020 10:30 [Places]
Welcome to Key Travel Wed 11 Dec 2019   10:00   [More dates...] [Places]

Key Travel is the University’s preferred supplier for travel services and has recently linked up with Booking.com. This webinar is a great opportunity to find out more about how Key Travel can support you with your travel booking needs, how you can get the best out of their Online Booking Tool and the savings you could achieve.

2 other events...

Date Availability
Wed 8 Jan 2020 10:00 [Places]
Wed 12 Feb 2020 10:00 [Places]
Year-end for New Users Tue 7 Jul 2020   09:30 [Places]

This session will cover year end processes in more detail than the road shows and will include:

  • Outline of the year end timetable to be followed
  • Specific procedures and tasks for each module
  • Guidance on journals especially accruals, prepayments and transfer codes
  • Making better use of the Cognos reporting tool
  • Exploring areas that often cause problems
  • Practical advice on how to prioritise during key periods
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