Finance Training course timetable
Tuesday 16 January 2018
09:30 |
In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
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AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the external provider Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme The remaining dates will be added once they have been confirmed |
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With the introduction of e-Sales, and the centralising of setting up customers in Accounts Receivable, there is little need for departments to set up or amend customers in AR. This central service is designed to reduce the administrative burden on the departments, eliminate customer duplication, ensure consistent set up and identify situations where credit checks might be required or where eSales (WPM) would be a better alternative to conventional invoicing. If a department wishes to maintain this set up within the department a new AR Manager responsibility will be required. To receive this responsibility you must attend this compulsory master class. The master class will provide you with the opportunity to practice setting up and amending customers within CUFS. Upon completion of the course you will receive your AR Manager responsibility. Please Note: Departments are encouraged to either use e-Sales, or take advantage of this central service. There is no need to register; simply complete and email the form through as and when you have a new customer or amendment request (http://www.finance.admin.cam.ac.uk/staff-and-departmental-services/forms) eSales Departments are encouraged to consider if using the CUFS module to set up and raise invoices to private individuals is the best option and whether it would be more appropriate to use the University’s online store. For more information please see the eSales website or watch the three short videos below which give an overview of what the eSales system looks like and what it can do. Introduction to the Online Store |
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14:30 |
Getting Started in COGNOS
Finished
COGNOS is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts. 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:
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. |
Wednesday 17 January 2018
09:30 |
« Description not available » |
10:30 |
Off Payroll Worker Briefing Sessions
Finished
From 6 April 2017 new rules will apply to payments made to limited companies largely controlled by a single individual where they provide services to the University, or agencies providing such resource to the University. The Finance Division is holding a number of seminars to explain procedures and guidelines that they are implementing to help departments manage this risk. |
Thursday 18 January 2018
09:30 |
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. |
Budgeting part 1: Introduction to budgeting in the University (Formerly Managing the Budget)
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. |
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13:30 |
Budgeting part 1: Introduction to budgeting in the University (Formerly Managing the Budget)
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. |
14:00 |
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. |
Friday 19 January 2018
09:30 |
« Description not available » |
Monday 22 January 2018
09:30 |
To provide an opportunity for those in the Finance Division to spend half a day with the Training Team to get an overview and appreciation of what they do. |
Tuesday 23 January 2018
09:30 |
In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
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AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the external provider Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme The remaining dates will be added once they have been confirmed |
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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:
In this course we will not access the Grants module in CUFS. |
Thursday 25 January 2018
09:30 |
First Steps in Procurement 2017
Finished
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 |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
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10:00 |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do. |
11:30 |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
Friday 26 January 2018
09:30 |
« Description not available » |
Tuesday 30 January 2018
09:30 |
In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
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AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the external provider Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme The remaining dates will be added once they have been confirmed |
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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. |
Wednesday 31 January 2018
13:30 |
Bespoke iProc1 for DPE
Finished
« Description not available » |
Thursday 1 February 2018
09:30 |
First Steps in Procurement 2017
Finished
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 |
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. |
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11:00 |
Procurement at University
Finished
A presentation by the University's Procurement Services Team, held on site in Room 3.37 at the Wellcome Trust / MRC Building. |