Finance Training course timetable

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 Managing the Budget 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.

An opportunity for others within the Finance Division to spend some time with GHOST to gain an overview of their roles and a greater appreciation of what they do.

As part of a wider programme of work within UIS to update the University IT infrastructure, a project is underway to move all of UAS from Microsoft Outlook to Microsoft Exchange Online. The Finance Division migration will take place on the evening of Monday 21st January. All staff are encouraged to attend to hear about the preparatory work needed to ensure this change over goes as smoothly as possible. This session supports the wider communications that will start on 2nd January to prepare for this change.

The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise.

As part of a wider programme of work within UIS to update the University IT infrastructure, a project is underway to move all of UAS from Microsoft Outlook to Microsoft Exchange Online. The Finance Division migration will take place on the evening of Monday 21st January. All staff are encouraged to attend to hear about the preparatory work needed to ensure this change over goes as smoothly as possible. This session supports the wider communications that will start on 2nd January to prepare for this change.

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 course aims to give you a brief introduction to R. During the half day session, we will use a practical based approach to give you the confidence to start using R to improve your work. In particular you will learn how to write your own scripts and use pre-written functions. We will also explore the ways in which you can further your knowledge of R after the course.

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.

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.

As part of a wider programme of work within UIS to update the University IT infrastructure, a project is underway to move all of UAS from Microsoft Outlook to Microsoft Exchange Online. The Finance Division migration will take place on the evening of Monday 21st January. All staff are encouraged to attend to hear about the preparatory work needed to ensure this change over goes as smoothly as possible. This session supports the wider communications that will start on 2nd January to prepare for this change.

An opportunity to find out more about what the Training Team does.

An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of their roles and a greater appreciation of what they do.

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.

An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of the function of the Helpdesk and the Cash Management function.

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.

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.

Topics covered:

• Extracting data from CUFS and Cognos
• Basic formatting
• Basic formulas
• Navigating large spreadsheets
• Advanced formulas
• Conditional formatting
• Data validation
• Protecting cells and sheets
• Lookup function
• Pivot tables
• Charts and graphs
• Using data in other documents

An overview of the role of Central and Research Accounting and a taster of the range of the activities that they are involved with.

This session is a required pre-requisite for attendance on the detailed walk-through sessions for any of the following topics:

• Fixed Assets
• Lynxvale Limited Property Accounting
• Fee collection
• Trust Funds
• Research Accounting