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Finance Training

Finance Training course timetable

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Tue 17 Jul 2018 – Thu 13 Sep 2018

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Tuesday 17 July 2018

09:30
GL Part 2: Reporting in the General Ledger (1 of 2) Finished 09:30 - 13:00 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.

14:00
GL Part 2: Reporting in the General Ledger (2 of 2) Finished 14:00 - 16:00 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.

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.

Wednesday 18 July 2018

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.

Thursday 19 July 2018

13:30

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.

14:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) Finished 14:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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

16:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (2 of 2) Finished 16:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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

Tuesday 24 July 2018

09:30
Grants Part 4: Administration of Grants in CUFS Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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

Thursday 26 July 2018

14:30
Getting Started in COGNOS Finished 14:30 - 16:30 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 COGNOS Reporting
  • 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.

Wednesday 1 August 2018

13:00

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.

Tuesday 7 August 2018

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (26 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

Tuesday 14 August 2018

09:30
Coaching Session - Mixed new Finished 09:30 - 11:25 Finance Division, MRC Toxicology, Hodgkin Building, Leicester

« Description not available »

Tuesday 21 August 2018

14:00
Shared Services - The Wider Perspective new Finished 14:00 - 15:30 Greenwich House, Cairo Room

This session will provide Shared Services staff with a greater understanding of:

  • the purchase-to-pay cycle
  • what departments do and how that fits in with Shared Services
  • the basics of grants and some of the problems that can occur
  • how the Central payment processes work

Tuesday 28 August 2018

11:30
Pectus School Briefing Session Finished 11:30 - 13:00 17 Mill Lane, Seminar Room B

To be added.

Tuesday 4 September 2018

09:30
How to Excel - Part 3 (For Finance Staff) new Finished 09:30 - 13:00 University Information Services, 17 Mill Lane Training Room

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.

Thursday 6 September 2018

09:30
iProcurement Part 1: Getting Started in iProcurement (1 of 2) Finished 09:30 - 13:00 University Information Services, 17 Mill Lane 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 - 16:30 University Information Services, 17 Mill Lane 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.

Tuesday 11 September 2018

09:30
AAT Level 3 Diploma in Accounting 2018-19 new charged (1 of 26) Finished 09:30 - 12:30 University Information Services, 17 Mill Lane 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
10:30
Pectus Roll out - Unified Administrative Service (UAS) new Finished 10:30 - 12:00 Greenwich House, Heidelberg Room

To be added.

Invitees can attend either UAS or Non-School

Wednesday 12 September 2018

09:30
How to Excel new (1 of 2) Finished 09:30 - 12:30 University Information Services, 17 Mill Lane 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

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
14:00
Pectus Roll out - Physical Sciences new Finished 14:00 - 15:30 17 Mill Lane, Seminar Room G

To be added.

14:30
Pectus Roll out - Technology new Finished 14:30 - 16:00 8 Mill Lane, Lecture Room 5

To be added.

Thursday 13 September 2018

09:30
GL Part 1: Getting Started in the General Ledger module Finished 09:30 - 12:30 University Information Services, 17 Mill Lane 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.

10:30
Pectus Roll out - Non schools new Finished 10:30 - 12:00 Greenwich House, Heidelberg Room

To be added.

Invitees can attend either UAS or Non-School

13:30
AAT Level 4 Professional Diploma in Accounting 2018-19 charged (1 of 24) Finished 13:30 - 14:30 Greenwich House, Heidelberg Room

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