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Showing courses 1-25 of 32
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This course is designed to provide a basic introduction to how finances are managed at the University and is the ideal first course for anyone who will be working in an accounts area.

Not only does it provide an overview of how the University's Finance System (UFS) is structured but also which activities are performed centrally and which are done in departments. It introduces the concepts of the Financial Regulations and Finance Procedures as well as signposting where you can find more support, how to access UFS and what training may be appropriate for your role.

Anti-Bribery & Corruption Training Self-taught Booking not required

The University and all its staff have a responsibility to ensure that neither their conduct, nor the conduct of any person or organisation entering into any contract or arrangement with the University contravenes the Bribery Act 2010.

This online course guides you through the scope of the Bribery Act and Criminal Finances Act and highlights some of the situations that you should be aware of.

AP: eInvoicing in Accounts Payable Self-taught Bookable

An Introduction to the University's eInvoicing system, how it works and what actions/processes are completed by the department.

This on-line course will enable end users to understand the basics of accounts payable, including processing basic invoices and expense claims.

This on-line course will enable Shared Services staff members to understand the basics of accounts payable, including processing basic invoices and expense claims.

This on-line course enables users to learn how to Secondary Approve invoices within the Accounts Payable module.

The Accounts Receivable (AR) module of the University’s Finance System (CUFS) deals with managing customer information and managing income generated from sales and donations.

In this course we will be looking at some of the key aspects such as:

  • creating external invoices
  • creating internal invoices
  • receipting income relating to invoices
  • receipting other income

We will also provide you with some basic information relating to banking procedures and to the University’s Online Store (also known as eSales).

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

This course will explain VAT reliefs commonly available to universities and how they are claimed.

BUFDG: Introducing VAT in HE new Self-taught Bookable

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

This course will provide you with an overview of how VAT applies specifically in the higher education sector but is not intended to be a fully comprehensive guide.

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

This course will provide you with an overview of how VAT applies to income specifically in the higher education sector but is not intended to be a fully comprehensive guide.

BUFDG: VAT on Purchasing in HE new Self-taught Bookable

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

It will provide you with an overview of how VAT applies to purchasing specifically in the higher education sector but is not intended to be a fully comprehensive guide.

The British Universities Finance Directors Group have released a series of online courses covering a range of topics relevant to finance in the higher education sector.

This course will explain the reliefs commonly available to universities and how they are claimed.

Cash Handling Self-taught Bookable

« Description not available »

Fixed Assets web based Self-taught Bookable

A course for departmental staff who deal with purchasing, monitoring and disposal of fixed assets.

Getting started as a Key Contact Self-taught Bookable

Each department has one or more nominated Finance Key Contacts.

They take responsibility for many day-to-day interactions between the department and the Finance Division, such as:

  • Requesting and amending user access to UFS
  • Receiving communications and reports
  • Requesting new suppliers

This course tells you all about the role of a Key Contact and what it entails.

The course should work fine on most modern Smartphones and on tablet devices too.

Once you've booked onto this course you will receive an email with the web link to access the materials.

General Ledger Transfer codes are a particular useful tool to help you to manage your departmental accounts as they allow you to use surpluses generated in one account to fund activities elsewhere.

A short online course that provides a basic introduction to the key features of Research Grants and how they are managed in the University.

Please note it does not include detailed guidance of how to apply for grants (e.g. using pFACT/X5) – please contact the Research Operations Office for advice.

iProcurement web based: Approvers Self-taught Bookable

This short on-line course is designed for those who need only to learn how to approve requisitions for other staff within their department to learn the steps inolved. There is no training on raising requisitions/buying goods and services in this course and completing this training will not give you access to the Marketplace for buying goods.

If you will need to purchase goods and services as well as approve then please take our iProcurement Buyers course instead (The Buyer course includes the option to learn basic approval technique but is not as detailed as the full Approvers course). iProcurement Buyer course.

  • If you want to proceed onto this course make a booking by using the Book a Place > button . You will receive an email to acknowledge your booking containing a link to the online course.
iProcurement web based: Buyers Self-taught Not bookable

This course teaches users how to request goods/services required for their role using the UFS iProcurement module.

Booking onto this course can only be done through your department Key Contact

Speak to your Key Contact if you need access to iProcurement in UFS

  • They will discuss whether online or classroom course is most appropriate for you
  • They will confirm the level of access which you will require
  • The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

  • your allocated training username and passphrase (for online courses) or
  • your joining instructions (classroom courses).
iProcurement web based: Requisitioners Self-taught Not bookable

This course teaches users how to request goods/services required for their role using the UFS iProcurement module.

Booking onto this course can only be done through your department Key Contact

Speak to your Key Contact if you need access to iProcurement in UFS

  • They will discuss whether online or classroom course is most appropriate for you
  • They will confirm the level of access which you will require
  • The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

  • your allocated training username and passphrase (for online courses) or
  • your joining instructions (classroom courses).
Modern Slavery Act Self-taught Booking not required

The University and all its staff have a responsibility to ensure that their dealings, and the supply chains of those who we trade with, are free from any sort of modern slavery.

This online course guides you through some facts and figures relating to Modern Slavery and Human Trafficking and highlights warning signs you need to be aware of.

PCI DSS Compliance Training Self-taught Bookable

In order for the University to carry out financial transactions involving the acceptance of payment cards from customers we have to comply with standards as laid down by the Payment Card Industry (PCI) Security Council.

This short, online course will provide users with the information they need to process card receipts securely and in accordance with the PCI Security Standards.

Petty Cash Self-taught Bookable

This short online course will provide you with an overview of the way petty cash operates. This includes:

  • An overview of petty cash
  • Getting started with petty cash
  • Day-to-day use and accounting for petty cash
  • How to deal with any problems

This session covers the theory and practice of budgeting in the University, how to interpret department budget reports and understand the causes of overspends (and underspends) against budgets. The course refers closely to Chapter 3 of the Financial Procedures Manual

Note: This session does not cover the detailed budgeting and rules relating to individual research grants.

1 other event...

Date Availability
Tue 17 Nov 2020 09:30 [Places]
Virtual - Cognos Introduction Mon 24 Aug 2020   10:00   [More dates...] [Places]

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

4 other events...

Date Availability
Tue 15 Sep 2020 10:00 [Places]
Mon 9 Nov 2020 10:00 [Places]
Wed 9 Dec 2020 10:00 [Places]
Tue 12 Jan 2021 10:00 [Places]
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