Theme: CUFS Training

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.

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.

This is a classroom version of the Budgeting 1: Introduction to Budgeting held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

This session introduces the theory and practice of budgeting, looking at why and how budgets can be set. Group exercises are used to prompt discussion around the types of costs that should be included in a budget and decision making when setting budgets.

The session will give an overview of the budgeting process in the university and then focus in more detail on practical tools for day-to-day budgeting.

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

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).

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

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

• 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 links to the course/(s) that you need to complete.

iProcurement Courses Available

• Introduction to iProcurement (New for R12.2)
• iProcurement: Buyers Work Centre (New for R12.2)
• iProcurement: Approving (New for R12.2)
• iProcurement: Autocreating (New for R12.2)

On-demand package - Chart of Accounts and Account Enquiry

This package covers the following areas:

• Account code structure
• Running an account enquiry
• Using summary templates
• Running a budget enquiry
• Self-test knowledge check (successful completion of this knowledge check will enable Finance Training to add this to your training record)

Click on this link to access the course https://www.vle.cam.ac.uk/mod/scorm/view.php?id=18767511

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