All Finance Training courses

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.

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.

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.

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These sessions are designed for you to have time one on one with a member of the training team to look at issues you may be having with using Cognos. These sessions are designed to discuss issues such as setting up report views, scheduling, general navigation or which parameters to use in flexible reports. They are not designed to discuss issues with the output contained in the reports.

A short briefing on how to act as a delegate using the desktop SAP Concur client. This will cover:

• Who may act as a delegate for others
• The type of claims you may prepare for others
• How to switch roles and enter information
• The submission process

An overview of how to act as an approver in the expenses claim process using SAP Concur software. This includes:

• How a first approver is nominated
• Responsibilities as first approver
• Confirming an approval
• Reasons for rejection

Short e-learning course covering the responsibilities of being a second approver in Concur. It will also explain the processes required and functionality within Concur.

This course is mandatory for any member of staff who will act as a second approver (part of the departments expenses finance team) in Concur.

A short briefing on how to use all of the features of the Concur mobile app to submit expenses claims. This includes:

• Adding receipts
• ExpenseIt automated input
• Mileage calculator
• Submitting claims

Short e-learning course covering how to set up and pay expenses to a visitor via Concur.

This course is mandatory for any member of staff who will require access to the visitor onboarding form which is used to set up the visitor account in Concur.

This session is for staff who will be acting as Concur key contacts and/or will be part of the Finance Team who will be second approving expense claims. The session will include an end to end demo of the process of submitting and approving a claim, including:

• Profile settings
• Creating and submitting a claim
• First approving
• Acting as a second approver
• Changing approval flows
• Credit cards
• Using the mobile app

This session will not be suitable for claimants or first approvers, there are training materials available on the Expenses Hub for these roles. Please see the Expenses Hub website

If there are no dates scheduled, please register interest and we will be in touch to arrange a mutually convenient time for a session.

This session is intended for the finance teams in departments who will involved with setting up visitors and processing claims in Concur. It will explain the process of onboarding a visitor through to creation, submission and approval of the claims. There are many similarities with the staff expenses process in Concur but there are some key differences which will be highlighted during the session.

Short e-learning course covering the basics of contract law and the procurement legal suite of documents.

There are many benefits to working at Cambridge. In this session we will explore how to make the most of the discounts and resources you are entitled to and highlight the activities available to help you make the most of working here.

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The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise.

As a recent new starter to the Finance Division, we would like to invite you to attend a welcome session in Greenwich House with David Hughes. These sessions are an opportunity for you to meet with other members of staff who have recently joined Finance, as well as hearing from David and senior members of the team.

Please book onto a session below that suits your office working pattern best. We encourage you to attend in your first three months in the Finance Division but if you are unable to attend either of these dates, more dates will follow later in the year.

This online course provides an overview of the use of Microsoft SharePoint to store documents and also provides access to further resources.

This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques.

All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement

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

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.