Finance Training course timetable

To provide an opportunity for someone from elsewhere in Fin Ops to spend half a day in the Shared Services and Staff Bureau to get an overview and appreciation of what they do.

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

Topics covered:

• Extracting data from CUFS and COGNOS
• Basic formatting
• Basic formulas
• Navigating large spreadsheets
• Advanced formulas
• Conditional formatting
• Data validation
• Protecting cells and sheets
• Lookup function
• Pivot tables
• Charts and graphs
• Using data in other documents

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.

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To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do.

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.

To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier.

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

Topics covered:

• Extracting data from CUFS and COGNOS
• Basic formatting
• Basic formulas
• Navigating large spreadsheets
• Advanced formulas
• Conditional formatting
• Data validation
• Protecting cells and sheets
• Lookup function
• Pivot tables
• Charts and graphs
• Using data in other documents

A bespoke session to provide an overview and guidance on 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

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.

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.

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

Topics covered:

• Extracting data from CUFS and COGNOS
• Basic formatting
• Basic formulas
• Navigating large spreadsheets
• Advanced formulas
• Conditional formatting
• Data validation
• Protecting cells and sheets
• Lookup function
• Pivot tables
• Charts and graphs
• Using data in other documents

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 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.

A bespoke session to provide an overview and guidance on 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

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.

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.

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.

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