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Showing courses 1-25 of 39
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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).

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.

This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting.

It is an ideal follow on from Budgeting part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools.

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 »

Cognos Refresher Training Mon 20 Jul 2020   14:30 CANCELLED

We are not currently able to offer this as a classroom course but are offering a virtual alternative https://training.cam.ac.uk/course/CogIntro, you would be very welcome to book onto the Q&A webinar (session 2) if you would like to brush up on your skills.

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: Grant reports in Cognos
  • 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.

An overview of the role of Central and Research Accounting and a taster of the range of the activities that they are involved with.

This session is a required pre-requisite for attendance on the detailed walk-through sessions for any of the following topics:

  • Fixed Assets
  • Lynxvale Limited Property Accounting
  • Fee collection
  • Trust Funds
  • Research Accounting

An opportunity for others within the Finance Division to spend some time with GHOST to gain an overview of their roles and a greater appreciation of what they do.

To provide an introduction to the Property Accounting Services team and the activities undertaken in the Section

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.

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.

GL Part 2: Reporting in the General Ledger Thu 16 Jul 2020   09:30 CANCELLED
  • 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.

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.

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