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Finance Training 2018-19

Programme of events provided by Finance Training
(Tue 14 Aug 2018 - Wed 31 Jul 2019)

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Wed 17 Oct 2018 – Thu 6 Dec 2018

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October 2018

Wed 17	AR Part 2: Adjustments and Set Up in Accounts Receivable Finished 09:30 - 12:30 University Information Services, 17 Mill Lane Training Room 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.
Thu 18	How to Excel for Finance Staff (1 of 2) Finished 13:00 - 16:00 University Information Services, 17 Mill Lane Training Room 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. Topics covered: Extracting data from CUFS and Cognos Basic formatting Basic formulas Navigating large spreadsheets Advanced formulas Conditional formatting Data validation Protecting cells and sheets Lookup function Pivot tables Charts and graphs Using data in other documents
Fri 19	Grants Part 3: Viewing Grants in CUFS Finished 09:30 - 13:00 University Information Services, 17 Mill Lane Training Room 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.
Tue 23	Cognos: Refresher Training Finished 14:00 - 15:30 University Information Services, 17 Mill Lane Training Room Have you previously attended Cognos training but not used the reporting tool since and would like to start using the tool again? If so then this course will enable you to get re-acquainted with Cognos.. 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: Grants Part 2 COGNOS Reporting General Ledger Reporting 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.
Thu 25	How to Excel for Finance Staff (2 of 2) Finished 13:00 - 16:00 University Information Services, 17 Mill Lane Training Room 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. Topics covered: Extracting data from CUFS and Cognos Basic formatting Basic formulas Navigating large spreadsheets Advanced formulas Conditional formatting Data validation Protecting cells and sheets Lookup function Pivot tables Charts and graphs Using data in other documents
Wed 31	Grants Part 4: Administration of Grants in CUFS Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS.

November 2018

Thu 1	How to Excel - Part 3 (For Finance Staff) Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This session is only open to staff who have attended the How to Excel course previously. Places will be awarded on a first come, first served basis. The session will look at more advanced formulas and macros using the recorder and VBA tools.
	iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) Finished 14:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course covers the various month-end processes that need to be completed within the iProcurement module.
	iProcurement Part 2: Month End processes in the Buyers Work Centre (2 of 2) Finished 16:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course covers the various month-end processes that need to be completed within the iProcurement module.
Thu 8	Budgeting part 2: Creating and monitoring budgets in CUFS and Cognos (Formerly Managing the Budget - Part 2) Finished 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room) 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 Managing the Budget 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.
Tue 13	iProcurement Part 1: Getting Started in iProcurement (1 of 2) Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.
	iProcurement Part 1: Getting Started in iProcurement - For Requisitioners Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.
	iProcurement Part 1: Getting Started in iProcurement (2 of 2) Finished 13:45 - 15:45 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.
Wed 14	GL Part 1: Getting Started in the General Ledger module Finished 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room) 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.
Thu 15	How to Excel - Part 3 (For Finance Staff) Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) This session is only open to staff who have attended the How to Excel course previously. Places will be awarded on a first come, first served basis. The session will look at more advanced formulas and macros using the recorder and VBA tools.
Wed 21	VAT and the University Finished 09:30 - 12:30 Greenwich House, Heidelberg Room This session provides you with a simple overview of the basics and how VAT applies to the University.
Thu 22	Grants Part 2: Grant reports in Cognos Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) 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.
	Budgeting part 1: Introduction to budgeting in the University (Formerly Managing the Budget - Part 1) CANCELLED 09:30 - 12:30 Greenwich House, Heidelberg Room 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.
	Off Payroll Worker Briefing Sessions Finished 14:30 - 16:00 Greenwich House, Heidelberg Room 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.
Tue 27	GL Part 2: Reporting in the General Ledger Finished 09:30 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room) 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.
Wed 28	Getting started in Cognos Finished 14:00 - 15:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room) 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: Grants Part 2 COGNOS Reporting General Ledger Reporting 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.
Thu 29	AP Part 2: Matching, Amending and Foreign Invoices in Accounts Payable Finished 09:30 - 16:15 Finance Division, Greenwich House, Ferrara Room (IT Training Room) 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.

December 2018

Tue 4	Grants Part 3: Viewing Grants in CUFS Finished 13:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room) 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.
Wed 5	How to Excel - Part 1 & 2 (For Finance Staff) (1 of 2) Finished 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room) 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. Topics covered: Extracting data from CUFS and Cognos Basic formatting Basic formulas Navigating large spreadsheets Advanced formulas Conditional formatting Data validation Protecting cells and sheets Lookup function Pivot tables Charts and graphs Using data in other documents
Thu 6	Budgeting part 2: Creating and monitoring budgets in CUFS and Cognos (Formerly Managing the Budget - Part 2) Finished 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room) 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 Managing the Budget 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.