AP: Using Shared Services

BeginnersOnline

This on-line course has two purposes:

• to enable end users to understand which AP processes are completed by the department and which by Shared Services,
• to explain how to carry out the departmental processes.

New account staff based in a department where Shared Services process AP transactions on the departments behalf.

Completion of this course is a mandatory requirement for the allocation of the responsibility UFS xx AP Shared Services

Completion of this course is not relevant if AP Dept Enquiry, AP Invoice Entry or AP Invoice Manager is required.

• To have an understanding of the AP processes that are carried out by departments where the actual processing of the AP transaction is dealt with by Shared Services
• To be able to set up a personalised view in iProcurement to assist in carrying our relevant checks on suppliers invoices before forwarding them to Shared Services
• Process staff expense claims (please check with your department as to whether this is applicable as this may well be dealt with by Shared Services)

Aim of this course is to provide a new member of staff in a department who have signed to Shared Services an understanding as to what processes and checks the department are responsible for.

Mixture of reading, videos and knowledge checks

In this course there is a section on creating a personalised view within the iProcurement module. The personalised view displays the relevant fields that need to be checked before the suppliers invoice is sent to Shared Services.

If you would like to practice setting up this view in the PLAY environment of UFS before doing it in the live UFS, then please advise us of this in the 'Special Requirements' field.

• Please make a booking in order to receive the web link to access the material for this online module

90 minutes

• An Introduction to University Finance