Finance Training 2019-20

This session provides you with a simple overview of the basics and how VAT applies to the University.

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.

We are not currently able to offer classroom courses however our suite of online courses remain available

• https://www.training.cam.ac.uk/fin/event/3087715 for buyers
• https://www.training.cam.ac.uk/fin/event/3087769 for requisitioners

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

• They will discuss whether online or classroom course is most appropriate for you
• They will confirm the level of access which you will require
• The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

• your allocated training username and passphrase (for online courses) or
• your joining instructions (classroom courses).

This session provides you with a simple overview of the basics and 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 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.

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.

• GL Part 2: Reporting in the General Ledger
• Grants Part 2: Grant reports in Cognos

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.

NOTE This classroom-based course may not go ahead depending on the circumstances at the time. You can join our VIRTUAL course, delivered via Microsoft Teams, at https://www.training.cam.ac.uk/fin/course/HTE+1+and+2

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.

This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS.

NOTE This classroom-based course may not go ahead depending on the circumstances at the time. You can join our VIRTUAL course, delivered via Microsoft Teams, at https://www.training.cam.ac.uk/fin/course/HTE+1+and+2

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.

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:

• Summary financial information for Projects
• Detailed expenditure analysis
• Management reports for Grants due to close

In this course we will not access the Grants module in CUFS.

« Description not available »

This course is currently being offered virtually, see https://www.training.cam.ac.uk/fin/course/CogIntro for details

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.

• GL Part 2: Reporting in the General Ledger
• Grants Part 2: Grant reports in Cognos

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.

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.

We are not currently able to offer classroom courses however our suite of online courses remain available

• https://www.training.cam.ac.uk/fin/event/3087715 for buyers
• https://www.training.cam.ac.uk/fin/event/3087769 for requisitioners

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

• They will discuss whether online or classroom course is most appropriate for you
• They will confirm the level of access which you will require
• The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

• your allocated training username and passphrase (for online courses) or
• your joining instructions (classroom courses).

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.

We are not currently able to offer classroom courses however our suite of online courses remain available

• https://www.training.cam.ac.uk/fin/event/3087715 for buyers
• https://www.training.cam.ac.uk/fin/event/3087769 for requisitioners

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

• They will discuss whether online or classroom course is most appropriate for you
• They will confirm the level of access which you will require
• The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

• your allocated training username and passphrase (for online courses) or
• your joining instructions (classroom courses).

NOTE This classroom-based course may not go ahead depending on the circumstances at the time. You can join our VIRTUAL course, delivered via Microsoft Teams, at https://www.training.cam.ac.uk/course/GL+Part+1

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.

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.

• We are not currently able to run classroom courses, there is a virtual alternative for this course which you are welcome to book onto https://training.cam.ac.uk/course/fin-virt-gl2

• 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.

We are not currently able to offer this as a classroom course but are offering a virtual alternative https://training.cam.ac.uk/course/CogIntro, you would be very welcome to book onto the Q&A webinar (session 2) if you would like to brush up on your skills.

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: Grant reports in Cognos
• 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.

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.

NOTE This classroom-based course will not be going ahead. You can book for our VIRTUAL course, which will be delivered online. More details can be found at https://www.training.cam.ac.uk/fin/course/iproc2

This course covers the various month-end processes that need to be completed within the iProcurement module.

NOTE This classroom-based course will not be going ahead. You can book for our VIRTUAL course, which will be delivered online. More details can be found at https://www.training.cam.ac.uk/fin/course/iproc2

This course covers the various month-end processes that need to be completed within the iProcurement module.