All Finance Training courses

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

Back by popular demand

We have decided to add an extra CPD session this year. There have been a number of requests for an additional session with a University specific focus and so Spencer Moore (Acting Head of Tax/International and Corporate Tax Manager) will be covering some of the tax issues that we need to be aware of.

Qualified staff can use this towards their annual CPD.

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.

The University and all its staff have a responsibility to ensure that neither their conduct, nor the conduct of any person or organisation entering into any contract or arrangement with the University contravenes the Bribery Act 2010.

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

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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These sessions are designed for you to have time one on one with a member of the training team to look at issues you may be having with using Cognos. These sessions are designed to discuss issues such as setting up report views, scheduling, general navigation or which parameters to use in flexible reports. They are not designed to discuss issues with the output contained in the reports.

A short briefing on how to act as a delegate using the desktop SAP Concur client. This will cover:

• Who may act as a delegate for others
• The type of claims you may prepare for others
• How to switch roles and enter information
• The submission process

An overview of how to act as an approver in the expenses claim process using SAP Concur software. This includes:

• How a first approver is nominated
• Responsibilities as first approver
• Confirming an approval
• Reasons for rejection

Short e-learning course covering the responsibilities of being a second approver in Concur. It will also explain the processes required and functionality within Concur.

This course is mandatory for any member of staff who will act as a second approver (part of the departments expenses finance team) in Concur.

A short briefing on how to use all of the features of the Concur mobile app to submit expenses claims. This includes:

• Adding receipts
• ExpenseIt automated input
• Mileage calculator
• Submitting claims

Short e-learning course covering how to set up and pay expenses to a visitor via Concur.

This course is mandatory for any member of staff who will require access to the visitor onboarding form which is used to set up the visitor account in Concur.

This session is for staff who will be acting as Concur key contacts and/or will be part of the Finance Team who will be second approving expense claims. The session will include an end to end demo of the process of submitting and approving a claim, including:

• Profile settings
• Creating and submitting a claim
• First approving
• Acting as a second approver
• Changing approval flows
• Credit cards
• Using the mobile app

This session will not be suitable for claimants or first approvers, there are training materials available on the Expenses Hub for these roles. Please see the Expenses Hub website

If there are no dates scheduled, please register interest and we will be in touch to arrange a mutually convenient time for a session.

This session is intended for the finance teams in departments who will involved with setting up visitors and processing claims in Concur. It will explain the process of onboarding a visitor through to creation, submission and approval of the claims. There are many similarities with the staff expenses process in Concur but there are some key differences which will be highlighted during the session.

Short e-learning course covering the basics of contract law and the procurement legal suite of documents.

There are many benefits to working at Cambridge. In this session we will explore how to make the most of the discounts and resources you are entitled to and highlight the activities available to help you make the most of working here.

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The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise.

As a recent new starter to the Finance Division, we would like to invite you to attend a welcome session in Greenwich House with David Hughes. These sessions are an opportunity for you to meet with other members of staff who have recently joined Finance, as well as hearing from David and senior members of the team.

Please book onto a session below that suits your office working pattern best. We encourage you to attend in your first three months in the Finance Division but if you are unable to attend either of these dates, more dates will follow later in the year.

This online course provides an overview of the use of Microsoft SharePoint to store documents and also provides access to further resources.

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

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.

There is also a taught course available which covers the same content, there are both virtual classroom and in person dates available. if you would prefer this format you can book here

How to book with Key Travel - Travelling for research or to undertake work on behalf of the University.

This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking travel on behalf of the University. Key Travel is the University’s preferred supplier for travel management services and provides the following support for colleagues:

• Booking services (online and offline) for flights, accommodation and rail
• Group booking services
• 24/7 Traveller support
• 24/7 Emergency scanning and support
• Refund management

The primary purpose of the training session will be to walk you through the booking process using Key Travel’s online portal. However, the session will also provide you with hints and tips on how to identify the best travel options for your requirements.

How to make a group booking with Key Travel - Organising group travel for research or to undertake work on behalf of the University.

This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking group travel (10 passengers or more) on behalf of the University. Key Travel’s Specialist Travel team will take you through the process of group bookings including:

• What is group travel?
• How to make a group booking with Key Travel (what information is required)
• Services available
• Benefits of booking with Key Travel

The primary purpose of the training session will be to walk you through the booking process, however, there will also be opportunities to ask questions and explore the services provided.

This is a classroom version of the Budgeting 1: Introduction to Budgeting held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

This session introduces the theory and practice of budgeting, looking at why and how budgets can be set. Group exercises are used to prompt discussion around the types of costs that should be included in a budget and decision making when setting budgets.

The session will give an overview of the budgeting process in the university and then focus in more detail on practical tools for day-to-day budgeting.

Note: This session does not cover the detailed budgeting and rules relating to individual research grants.

This is a classroom course held at Greenwich House - All delegates will need to bring a laptop. There are 8 docking stations with monitors, external keyboard and mice available in the room. These will be allocated on a first come first served basis, anybody else accepted will need to work solely on their laptop

This course provides an overview of the use of Microsoft SharePoint in the Finance Division to store and manage documents.

This is an in person classroom course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

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)

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 in compliance with the Modern Slavery Act 2015.

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.

On-demand package - Chart of Accounts and Account Enquiry

This package covers the following areas:

• Account code structure
• Running an account enquiry
• Using summary templates
• Running a budget enquiry
• 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/mod/scorm/view.php?id=18767511

On-demand package - Cognos

This package covers the following areas:

• Setting up Cognos
• Setting up a report view
• Scheduling a report
• 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=202191

On-demand package - Journals

This package includes how to:

• Enter a journal
• Post a journal
• Find and reserve a journal
• Self-test knowledge check (completion of this will enable Finance Training to add the package to your training record)

Click here to log into the course https://www.vle.cam.ac.uk/course/view.php?id=202131

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.

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

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

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

When waste producers need to dispose their end product, they need to complete the pre-acceptance form, identifying as much as waste possible for SAFE transit & disposal. This session will look at how to complete the form correctly.

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

• GL Part 2: Reporting in the General Ledger
• Grants Part 2: Grant reports in Cognos

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

This is a classroom version of the General Ledger 1 course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

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.

If none of the dates are suitable then there are two on-demand packages which can be completed instead.

Chart of Accounts and Account Enquiry https://www.training.cam.ac.uk/fin/event/4716069

Journals https://www.training.cam.ac.uk/fin/event/4716067

This is a classroom version of the General Ledger 2 Course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

Tea and coffee will be provided during the course, lunch is not provided. There is a café at Greenwich House where you can purchase lunch. You are also welcome to bring lunch with you. You can eat your own food in the café where there are also some microwaves available for your use. We can make fridge space available if required.

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:

• Summary financial information for Projects
• Detailed expenditure analysis
• Management reports for Grants due to close

In this course we will not access the Grants module in CUFS.

The course material will be split across 2 webinars on consecutive days

This course provides an overview of the Grants module in CUFS. The course will cover how you can view your projects and awards, check budgets, perform on-line queries and run some CUFS reports.

The course material will be split over 2 webinars on consecutive days

This course looks at the tasks required at month end to manage your grants and at transactions that need to be completed using a variety of tools in CUFS. It also looks at preparing grants for closing.

This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions.

The session will look at more advanced formulas and macros using the recorder and VBA tools.

The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data.

Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps.

The session will run on Teams and delegates must be able to access Excel during the session