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Theme: Getting Started

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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.

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).

Getting started as a Key Contact Self-taught Bookable

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 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.

3 other events...

Date Availability
Tue 28 Jan 2020 14:00 [Places]
Wed 25 Mar 2020 14:00 [Places]
Wed 3 Jun 2020 14:00 [Places]

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.

3 other events...

Date Availability
Tue 10 Mar 2020 09:30 [Places]
Thu 14 May 2020 09:30 [Places]
Thu 9 Jul 2020 09:30 [Places]

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.

6 other events...

Date Availability
Wed 5 Feb 2020 09:30 [Places]
Tue 3 Mar 2020 09:30 [Places]
Tue 21 Apr 2020 09:30 [Places]
Wed 13 May 2020 09:30 [Places]
Tue 9 Jun 2020 09:30 [Places]
Wed 8 Jul 2020 09:30 [Places]

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

Please be aware before you book...
We also run this course as a classroom taught course roughly once a month from September to July if you would prefer. You need only attend the morning session if you are to be a Requisitioner - Book the classroom course
The online course is NOT a prerequisite for the classroom course
You only need do the Requisitioners OR Buyers course, not both.
How to proceed and book onto this course
  • Please check firstly that you are required to be an iProcurement Requisitioner. If not, you may need the Buyer course. If you aren't sure about this, please check our guide at https://www.finance.admin.cam.ac.uk/files/iprocurement_training.pdf or ask your line manager or Finance Key Contact for guidance, as making an incorrect booking will delay your training.
  • Make a provisional booking by using the Book a Place > button. You will receive an email to acknowledge your booking. Please read this carefully.
  • You must then fill in your responsibility requirements in a short survey. Ask your line manager if you are unsure of what these need to be.
  • The training team will use your booking and survey results to set up your training account and will then email you with details of how to access the training and the UFS Play system.
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