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Finance Training

All Finance Training courses

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Showing courses 76-97 of 97
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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
Tableau Drop In Sessions Tue 26 May 2020   15:30 CANCELLED

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges.

Tableau Drop In Sessions (via Teams) Tue 7 Jul 2020   14:30   [More dates...] [Places]

This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges.

11 other events...

Date Availability
Tue 7 Jul 2020 15:00 [Places]
Tue 7 Jul 2020 15:30 [Places]
Tue 14 Jul 2020 14:30 [Places]
Tue 14 Jul 2020 15:00 [Places]
Tue 14 Jul 2020 15:30 [Places]
Tue 21 Jul 2020 14:30 [Places]
Tue 21 Jul 2020 15:00 [Places]
Tue 21 Jul 2020 15:30 [Places]
Tue 28 Jul 2020 14:30 [Places]
Tue 28 Jul 2020 15:00 [Places]
Tue 28 Jul 2020 15:30 [Places]
Tableau for Explorers - Departmental Profiles Fri 8 Nov 2019   09:30 CANCELLED

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations

Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.

Tableau for Explorers - Exam Results new Mon 16 Sep 2019   09:30 CANCELLED

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations

Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.

Tableau for Explorers - Research Fri 20 Mar 2020   09:30 POSTPONED

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations

Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.

Tableau for Viewers - Exam Results Wed 25 Sep 2019   09:30 Finished

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations.

Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.

Tableau for Viewers - Research Mon 9 Mar 2020   09:30 Finished

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations.

Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.

Tax Exemptions - Medically Exempt new Thu 5 Dec 2019   14:15 Finished

A briefing session to remind iProc buyers/requisitioners of when departments are eligible to apply/claim medical exemption relief from VAT. This area of VAT is being highlighted at the moment as it is a current focus of HMRC. Additionally, some suppliers are reviewing their controls over the application of Medical Exemption, and are therefore checking our use of ME0% on recent orders.

VAT & Research Fri 12 Jun 2020   10:30 CANCELLED

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 CANCELLED

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

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.

Virtual - Cognos Introduction Mon 20 Jul 2020   09:30   [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.

1 other event...

Date Availability
Mon 24 Aug 2020 10:00 [Places]

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.

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.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

Virtual - GL 2: Reporting in the General Ledger Wed 22 Jul 2020   09:30 [Places]

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

Virtual - Grants Part 2: Grant reports in Cognos Tue 14 Jul 2020   10:00 [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.

The course material will be split across 2 webinars on consecutive days

Virtual - Grants Part 3: Viewing Grants in CUFS Tue 21 Jul 2020   10:00 [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.

The course material will be split over 2 webinars on consecutive days

This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions.

1 other event...

Date Availability
Tue 14 Jul 2020 09:30 Not bookable

This course covers the various month-end processes that need to be completed within the iProcurement module.

Virtual - Year-end for New Users Thu 9 Jul 2020   10:30 [Places]

This virtual new users course will consist of a number of explanatory videos for each module which will be available before this Q&A webinar session.

This session will cover year end processes in more detail than the road shows and will include:

  • Outline of the year end timetable to be followed
  • Specific procedures and tasks for each module
  • Guidance on journals especially accruals, prepayments and transfer codes
  • Making better use of the Cognos reporting tool
  • Exploring areas that often cause problems
  • Practical advice on how to prioritise during key periods
Welcome to Key Travel Wed 8 Jul 2020   10:00 CANCELLED

Key Travel is the University’s preferred supplier for travel services and has recently linked up with Booking.com. This webinar is a great opportunity to find out more about how Key Travel can support you with your travel booking needs, how you can get the best out of their Online Booking Tool and the savings you could achieve.

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