Finance Training course timetable
July 2018
Thu 5 |
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. |
Tue 10 |
Year-end for New Users
Finished
This session will cover year end processes in more detail than the road shows and will include:
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Wed 11 |
How to Excel - Part 3 (PILOT)
Finished
This session is a pilot and only open to those who have attended the How to Excel course this year Places will be awarded on a first come, first served basis The session will look at more advanced formulas and macros using the recorder and VBA tools This course is for staff only |
Thu 12 |
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. |
Fri 13 |
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. |
Year end 2018 seminar - General
Finished
This event is for accounts staff from the UAS and non-schools institutions. There will be a short presentation from the Finance Division team and then a session for institution specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager |
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Tue 17 |
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. |
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. |
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To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do. |
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Wed 18 |
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. |
Thu 19 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting. |
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. |
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Tue 24 |
This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS. |
Thu 26 |
Getting Started in COGNOS
Finished
COGNOS is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts. 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. |
August 2018
Wed 1 |
To provide an opportunity for someone from elsewhere in Finance Division to spend a half day with the Financial Systems Group to get an overview and appreciation of what they do. |
Tue 7 |
In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
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Tue 14 |
Coaching Session - Mixed
Finished
« Description not available » |
Tue 21 |
This session will provide Shared Services staff with a greater understanding of:
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Tue 28 |
Pectus School Briefing Session
Finished
To be added. |
September 2018
Tue 4 |
This session is only open to staff who have attended the How to Excel course previously. Places will be awarded on a first come, first served basis. The session will look at more advanced formulas and macros using the recorder and VBA tools. |
Thu 6 |
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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Tue 11 |
In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
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To be added. Invitees can attend either UAS or Non-School |