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Finance Training

Finance Training course timetable

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Wed 13 Mar 2019 – Thu 28 Mar 2019

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Wednesday 13 March 2019

09:30
How to Excel - Part 1 & 2 (For Finance Staff) new (2 of 2) Finished 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

10:00
Welcome to Key Travel webinar new Finished 10:00 - 11:00

Key Travel is the University’s travel management company 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.

13:30
GL Part 1: Getting Started in the General Ledger module Finished 13:30 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Thursday 14 March 2019

09:30
AAT Level 2 Certificate in Bookkeeping 2018-19 - Day Release charged (5 of 11) Finished 09:30 - 16:30 Greenwich House, Heidelberg Room

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs are available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

Off Payroll Worker Briefing Sessions Finished 09:30 - 11:00 Sidgwick Site, Raised Faculty Building, Room: 142

From 6 April 2017 new rules will apply to payments made to limited companies largely controlled by a single individual where they provide services to the University, or agencies providing such resource to the University. The Finance Division is holding a number of seminars to explain procedures and guidelines that they are implementing to help departments manage this risk.

10:00

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.

Friday 15 March 2019

09:30
Introduction to Tableau Server new Finished 09:30 - 11:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Monday 18 March 2019

09:30
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (16 of 24) Finished 09:30 - 16:30 First Intuition

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an external provider

Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme Dates will be added once they have been confirmed

13:30
Finance Division Taster Sessions - Finance Training new CANCELLED 13:30 - 16:30 Finance Division, At Participant's Desk

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

Tuesday 19 March 2019

09:15
Finance Division Taster Sessions - Accounts Payable & Cashier CANCELLED 09:15 - 12:15 To be confirmed

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.

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (19 of 26) Finished 09:30 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

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
Finance Division Taster Sessions - Financial Planning & Analysis (FP&A) Finished 09:30 - 12:30 Finance Division, Greenwich House, Room F40

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

Wednesday 20 March 2019

09:15
Finance Division Taster Sessions - Helpdesk & Cash Management CANCELLED 09:15 - 12:00 To be confirmed

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.

09:30
iProcurement Part 1: Getting Started in iProcurement (1 of 2) Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

iProcurement Part 1: Getting Started in iProcurement - For Requisitioners Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) Finished 13:45 - 15:45 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Thursday 21 March 2019

09:30
AAT Level 2 Certificate in Bookkeeping 2018-19 - Day Release charged (6 of 11) Finished 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs are available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

13:00
Grants Part 2: Grant reports in Cognos Finished 13:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Friday 22 March 2019

13:15
Finance Division Knowledge Bites - Smart Forms in iProcurement new Finished 13:15 - 14:00 Greenwich House, Cairo Room

Demonstration of new functionality proposed for iProcurement: how smart forms can make procurement simpler.

Monday 25 March 2019

09:30
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (17 of 24) Finished 09:30 - 16:30 First Intuition

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an external provider

Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme Dates will be added once they have been confirmed

13:15
Finance Division Knowledge Bites - CAMbens Employee Benefits new Finished 13:15 - 14:00 Greenwich House, Cairo Room

An overview of the benefits available to University employees, as part of the CAMbens Employee Benefits package.

Tuesday 26 March 2019

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (20 of 26) Finished 09:30 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

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

Wednesday 27 March 2019

09:30
GL Part 2: Reporting in the General Ledger Finished 09:30 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

Thursday 28 March 2019

09:30
AR Part 2: Adjustments and Set Up in Accounts Receivable Finished 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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.

14:00
Getting started in Cognos Finished 14:00 - 15:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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:

  • 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.