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Finance Training

Finance Training course timetable

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Tue 17 Oct 2017 – Thu 16 Nov 2017

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Tuesday 17 October 2017

09:15

To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do.

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (6 of 26) Finished 09:30 - 16:30 Greenwich House, Heidelberg 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
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.

14:30
COGNOS: Refresher training new CANCELLED 14:30 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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 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 18 October 2017

09:15

To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier.

09:30
How to Excel new (2 of 2) Finished 09:30 - 13:00 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

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
10:00
VAT and the University Finished 10:00 - 12:30 Greenwich House, Heidelberg Room

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

Thursday 19 October 2017

09:00

To provide an opportunity for someone from elsewhere in Finance 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 ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite.

09:30
iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) Finished 09:30 - 11:30 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.

11:30
iProcurement Part 2: Month End processes in the Buyers Work Centre (2 of 2) Finished 11:30 - 12:00 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.

Wednesday 25 October 2017

09:00

To provide an opportunity for someone from elsewhere in Fin Ops to spend half a day in the Shared Services and Staff Bureau to get an overview and appreciation of what they do.

Thursday 26 October 2017

09:30

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed

Tuesday 31 October 2017

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (7 of 26) Finished 09:30 - 12:30 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

Thursday 2 November 2017

09:30

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed

Monday 6 November 2017

11:00
Macro's in Excel new Finished 11:00 - 12:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

Demo on basic use of Macros

Tuesday 7 November 2017

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (8 of 26) Finished 09:30 - 12:30 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 8 November 2017

09:00

To provide an opportunity for someone from elsewhere in Fin Ops to spend half a day in the Shared Services and Staff Bureau to get an overview and appreciation of what they do.

Thursday 9 November 2017

09:30

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed

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.

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.

Tuesday 14 November 2017

09:30
AAT Level 3 Diploma in Accounting 2017-18 new charged (9 of 26) Finished 09:30 - 16:30 Greenwich House, Heidelberg 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
GL Part 1: Getting Started in the General Ledger module Finished 09:30 - 12:30 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.

Wednesday 15 November 2017

12:00
Open Meeting - Project Indigo new Finished 12:00 - 14:00 To be confirmed

Project Indigo- Invoice scanning : what we hope the solution will look like, figurative timelines, some of the challenges and the type of deployment (e.g. phased roll out)

Thursday 16 November 2017

09:30

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed

iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) CANCELLED 09:30 - 11:30 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.

11:30
iProcurement Part 2: Month End processes in the Buyers Work Centre (2 of 2) CANCELLED 11:30 - 12:00 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.

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.