Theme: Getting Started

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.

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.

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.

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.

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