skip to navigation skip to content

Theme: Best Practice

Show:
Show only:

19 matching courses


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

This course builds on the knowledge gained in AP Part 1. The delegates will learn how to match invoices to purchase orders, add in freight charges and process invoices from other departments. The course also covers international payments including accounting for VAT and foreign currencies. Delegates will also learn more about month end procedures and AP Reports.

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.

1 other event...

Date Availability
Tue 28 Apr 2020 09:30 CANCELLED
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.

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.

1 other event...

Date Availability
Thu 14 May 2020 09:30 CANCELLED
GL Part 2: Reporting in the General Ledger Thu 16 Jul 2020   09:30   [More dates...] [Places]

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.

1 other event...

Date Availability
Wed 20 May 2020 09:30 CANCELLED

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.

Grants Part 2: Grant reports in Cognos Tue 30 Jun 2020   09:30   [More dates...] [Places]

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.

1 other event...

Date Availability
Thu 7 May 2020 13:00 CANCELLED
Grants Part 3: Viewing Grants in CUFS Tue 16 Jun 2020   09:30   [More dates...] [Places]

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.

1 other event...

Date Availability
Thu 23 Apr 2020 09:30 CANCELLED

This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS.

1 other event...

Date Availability
Thu 30 Apr 2020 13:00 CANCELLED

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
Thu 23 Apr 2020 13:30 CANCELLED

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.

1 other event...

Date Availability
Thu 21 May 2020 13:00 CANCELLED
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
VAT & Research Fri 12 Jun 2020   10:30 [Full]

This session provides you with a simple overview of the basics and how VAT applies to Research Grants including;

  • How to establish the correct VAT rate to attribute to an award when it is set up in CUFS
  • Why it is so important
  • How the VAT rate attributed affects expenditure subsequently coded to the grant
VAT & the University Thu 4 Jun 2020   10:30 [Places]

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

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

[Back to top]