Theme: Getting Started
9 matching courses
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.
This on-line course will enable end users to understand the basics of accounts payable, including processing basic invoices and expense claims.
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).
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.
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: Grant reports in Cognos
- 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.
Date | Availability | |
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Tue 28 Jan 2020 | 14:00 | [Places] |
Wed 25 Mar 2020 | 14:00 | [Places] |
Wed 3 Jun 2020 | 14:00 | [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.
Date | Availability | |
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Tue 10 Mar 2020 | 09:30 | [Places] |
Thu 14 May 2020 | 09:30 | [Places] |
Thu 9 Jul 2020 | 09:30 | [Places] |
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 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.
Date | Availability | |
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Tue 10 Dec 2019 | 09:30 | Not bookable |
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 enables users to learn how to request goods/services required for their role using the UFS iProcurement module.
Please be aware before you book... |
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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 |
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