Finance Training course timetable

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

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

The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager

The session will be followed by the accounts forum

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.

The financial year end is approaching and with it comes additional tasks, module close dates outside the usual monthly schedule, and queries from departments as they try to meet the deadlines. This briefing session will ensure you’re aware of year-end deadlines and changes to previous years, help you understand what the departments may be looking to finalise at various points over the year end, and give you a chance to ask questions.

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

« Description not available »

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.

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.

The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager

The session will be followed by the accounts forum

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

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.

The UIS are kicking off a massive project to migrate from the existing IT network which will incorporate areas such as the way we use shared drives. As the Finance Lead for this project I hope to explain a bit more about what is the ACN, timelines for this project and impact.

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.

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 will cover year end processes in more detail than the road shows and will include:

• Outline of the year end timetable to be followed
• Specific procedures and tasks for each module
• Guidance on journals especially accruals, prepayments and transfer codes
• Making better use of the COGNOS reporting tool
• Exploring areas that often cause problems
• Practical advice on how to prioritise during key periods

This session is a pilot and only open to those who have attended the How to Excel course this year

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

This course is for staff only

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.

To provide an opportunity for someone from elsewhere in Fin 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 offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite.

This event is for accounts staff from the UAS and non-schools institutions.

There will be a short presentation from the Finance Division team and then a session for institution specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager

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.