Finance Training 2019-20
(Fri 9 Aug 2019 - Tue 21 Jul 2020)
[ Back to start of the programme ]
Thursday 19 March 2020
09:30 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. You are invited to bring with you any reference documents that you may have detailing your own departmental codes. |
Friday 20 March 2020
09:30 |
Tableau for Explorers - Research
POSTPONED
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. |
Tuesday 24 March 2020
14:00 |
Cognos Introduction
CANCELLED
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. 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. |
Wednesday 25 March 2020
09:30 |
The session will look at more advanced formulas and macros using the recorder and VBA tools. The formulas covered in this course include SUMIF, COUNTIF and INDEX MATCH which will enable 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. |
13:30 |
Grants Part 2: Grant reports in Cognos
CANCELLED
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:
In this course we will not access the Grants module in CUFS. |
Tuesday 31 March 2020
10:00 |
Grants and Indirect Costs Seminar
CANCELLED
« Description not available » |
14:00 |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
16:00 |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
Wednesday 1 April 2020
09:30 |
This course builds on the knowledge gained in AP Part 1. The delegates will learn how to match invoices to purchase orders, add in freight charges and process invoices from other departments. The course also covers international payments including accounting for VAT and foreign currencies. Delegates will also learn more about month end procedures and AP Reports. |
Wednesday 8 April 2020
10:00 |
Welcome to Key Travel
CANCELLED
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. |
Tuesday 21 April 2020
09:30 |
This course teaches users how to request goods/services required for their role using the UFS iProcurement module. Booking onto this course can only be done through your department Key contact Speak to your key contact if you need access to iProcurement in UFS
Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:
|
13:45 |
This course teaches users how to request goods/services required for their role using the UFS iProcurement module. Booking onto this course can only be done through your department Key contact Speak to your key contact if you need access to iProcurement in UFS
Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:
|
Wednesday 22 April 2020
14:00 |
Cognos Introduction
CANCELLED
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. 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. |
Thursday 23 April 2020
09:30 |
Grants Part 3: Viewing Grants in CUFS
CANCELLED
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. |
13:30 |
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. |
Tuesday 28 April 2020
09:30 |
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. |
14:30 |
Cognos Refresher Training
CANCELLED
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:
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. |
Thursday 30 April 2020
09:30 |
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. |
13:00 |
This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS. |
Wednesday 6 May 2020
10:00 |
Welcome to Key Travel
CANCELLED
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. |
14:30 |
Grants and Indirect Costs Seminar
CANCELLED
« Description not available » |
Thursday 7 May 2020
09:30 |
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. |
13:00 |
Grants Part 2: Grant reports in Cognos
CANCELLED
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:
In this course we will not access the Grants module in CUFS. |
Tuesday 12 May 2020
14:00 |
Cognos Introduction
CANCELLED
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. 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. |
Wednesday 13 May 2020
09:30 |
This course teaches users how to request goods/services required for their role using the UFS iProcurement module. Booking onto this course can only be done through your department Key contact Speak to your key contact if you need access to iProcurement in UFS
Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:
|
13:45 |
This course teaches users how to request goods/services required for their role using the UFS iProcurement module. Booking onto this course can only be done through your department Key contact Speak to your key contact if you need access to iProcurement in UFS
Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:
|