All Finance Training courses

Across the university and assoicated bodies we have many members of staff who have previously studied AAT or are currently studying. We have set up an alumni group specifically for these AAT qualified/part qualified staff as a way to maintain the connection and to support their continued development

Cyber security

Protecting the University’s assets, intellectual property and information against cyber security threats is a complex, evolving task. Cyber attacks can result in data loss, reputational damage, fines and other types of financial loss. To help protect the University against these risks, University Information Services (UIS) is overseeing a major programme to improve cyber security levels across the University

Kieren Lovell from UIS will be coming to speak about how we manage our security in the University and what steps we can take to protect ourselves.

This course is designed to provide a basic introduction to how finances are managed at the University and is the ideal first course for anyone who will be working in an accounts area.

Not only does it provide an overview of how the University's Finance System (UFS) is structured but also which activities are performed centrally and which are done in departments. It introduces the concepts of the Financial Regulations and Finance Procedures as well as signposting where you can find more support, how to access UFS and what training may be appropriate for your role.

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

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.

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 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.

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

There is also a taught course available which covers the same content, there are both virtual classroom and in person dates available. if you would prefer this format you can book here

How to book with Key Travel - Travelling for research or to undertake work on behalf of the University.

This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking travel on behalf of the University. Key Travel is the University’s preferred supplier for travel management services and provides the following support for colleagues:

• Booking services (online and offline) for flights, accommodation and rail
• Group booking services
• 24/7 Traveller support
• 24/7 Emergency scanning and support
• Refund management

The primary purpose of the training session will be to walk you through the booking process using Key Travel’s online portal. However, the session will also provide you with hints and tips on how to identify the best travel options for your requirements.

How to make a group booking with Key Travel - Organising group travel for research or to undertake work on behalf of the University.

This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking group travel (10 passengers or more) on behalf of the University. Key Travel’s Specialist Travel team will take you through the process of group bookings including:

• What is group travel?
• How to make a group booking with Key Travel (what information is required)
• Services available
• Benefits of booking with Key Travel

The primary purpose of the training session will be to walk you through the booking process, however, there will also be opportunities to ask questions and explore the services provided.

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

This is a classroom course held at Greenwich House - All delegates will need to bring a laptop. There are 8 docking stations with monitors, external keyboard and mice available in the room. These will be allocated on a first come first served basis, anybody else accepted will need to work solely on their laptop

This course provides an overview of the use of Microsoft SharePoint in the Finance Division to store and manage documents.

This is an in person classroom course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)

Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.

This in-person session will help attendees gain a better understanding of the Finance transformation project: “Enhanced Financial Transparency (EFT)”, including how it relates to other Finance transformation projects, and what it will mean for the University and staff.