Finance Training 2019-20
(Fri 9 Aug 2019 - Tue 21 Jul 2020)
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February 2020
Thu 27 |
HSPS Budgeting and Cognos
Finished
« Description not available » |
March 2020
Tue 3 |
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. |
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Wed 4 |
Welcome to Key Travel
Finished
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. |
Cognos Introduction
Finished
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. |
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Mon 9 |
Tableau for Viewers - Research
Finished
Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations. Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others. |
Tue 10 |
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. |
VAT & Research
POSTPONED
This session provides you with a simple overview of the basics and how VAT applies to Research Grants including;
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Tue 17 |
This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting. It is an ideal follow on from Budgeting part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools. |
Wed 18 |
VAT & the University
CANCELLED
This session provides you with a simple overview of the basics and how VAT applies to the University. |
Thu 19 |
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. |
Fri 20 |
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. |
Tue 24 |
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. |
Wed 25 |
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. |
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. |
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Tue 31 |
Grants and Indirect Costs Seminar
CANCELLED
« Description not available » |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
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This course covers the various month-end processes that need to be completed within the iProcurement module. |
April 2020
Wed 1 |
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. |
Wed 8 |
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. |
Tue 21 |
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:
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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:
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Wed 22 |
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. |
Thu 23 |
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. |
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. |