Finance Training course timetable
January 2017
Tue 17 |
In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
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Wed 18 |
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 themselves, instead Departments are encouraged to either use e-Sales, or take advantage of the central service.
If a department does wish to continue to maintain their customers in UFS themselves then users will require the AR Manager responsibility and for this they must attend this compulsory master class which will provide:
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Accountants' Annual Update
Finished
Our external auditors PricewaterhouseCooper will be coming in to give an update on accounting issues and developments that are relevant to the University Group. There will also be University specific updates from Paul Light (Head of Reporting) and Spencer Moore (Acting Head of Tax/International and Corporate Tax Manager). Qualified staff can use this towards their annual CPD. |
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Thu 19 |
This course enables users to process a variety of invoices within the accounts payable module, as well as look at some of the month end processes |
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Tue 24 |
In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
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Wed 25 |
VAT and the University
Finished
This session provides you with a simple overview of the basics and how VAT applies to the University. |
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Getting Started in Cognos
Finished
Cognos is a reporting tool that utilises data from UFS to provide users with additional reports and options. This master class is designed to get existing UFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts.
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Thu 26 |
Bespoke iProc1 for DPE
Finished
« Description not available » |
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Tue 31 |
In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
February 2017
Thu 2 |
The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication. It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme |
Tue 7 |
In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
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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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Coaching Grants for MBU
Finished
« Description not available » |
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Wed 8 |
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. |
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. |
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Thu 9 |
The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication. It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme |
Tue 14 |
AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
iProc for MBU Central Team
Finished
« Description not available » |
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Wed 15 |
iProc Approvers at the MBU
Finished
« Description not available » |
Thu 16 |
iProc Buyers at MBU
Finished
« Description not available » |
Tue 21 |
To provide an opportunity for someone from elsewhere in Finance Division to spend a day in the Credit Control Team to get an overview and appreciation of what they do. |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do. |
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In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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MBU - 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. |
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Wed 22 |
This course covers the various month-end processes that need to be completed within the iProcurement module as well as showing you how to personalise and work with the Buyers Work Centre. Building on the knowledge gained in iProcurement part 1, delegates will develop an understanding of running month end reports to identify open and incomplete requisitions and orders and how to correct and cancel them. |
This course covers the various month-end processes that need to be completed within the iProcurement module as well as showing you how to personalise and work with the Buyers Work Centre. Building on the knowledge gained in iProcurement part 1, delegates will develop an understanding of running month end reports to identify open and incomplete requisitions and orders and how to correct and cancel them. |
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Thu 23 |
The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication. It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme |
This course covers not only the essential Grants month end processes such as timesheets input and suspense account clearance but, also guides you through how to correct grant transactions and rectify funds check failures. |
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iProc Approvers at the MBU
Finished
« Description not available » |
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Fri 24 |
Coaching Grants for MBU
Finished
« Description not available » |
Mon 27 |
AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
Tue 28 |
iProc Buyers at MBU
Finished
« Description not available » |
This course covers how to make corrections to sales invoices and receipts as well as more on foreign currencies and banking procedures. It will also guide you through month-end requirements and a variety of set-up tasks for your department to ensure that you get the most out of the system. |
March 2017
Wed 1 |
iProc Buyers at MBU
Finished
« Description not available » |
Thu 2 |
The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication. It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme |
Mon 6 |
AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
Wed 8 |
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. |
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. |
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Thu 9 |
The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication. It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme |
Mon 13 |
AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
Tue 14 |
In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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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. |
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Wed 15 |
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 16 |
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 UFS. |
Tue 21 |
To provide an opportunity for someone from elsewhere in Fin Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite. |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do. |
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In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier. |
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Thu 23 |
AAT Alumni
Finished
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 developmen Schedule:
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Tue 28 |
In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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Thu 30 |
The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication. It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme |
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. |
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Fri 31 |
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. |
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. |
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Coaching Session - MBU
Finished
Mainly Month-end and queries from other individuals. |
April 2017
Thu 6 |
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. |
Mon 10 |
A workshop designed to look more closely at the issues around invoicing and billing in the Grants module, providing best practice & hints and tips for raising invoices. |
Tue 11 |
A workshop designed to look more closely at the issues around invoicing and billing in the Grants module, providing best practice & hints and tips for raising invoices. |
Wed 12 |
To provide an opportunity for someone from elsewhere in Finance Division to spend a day in the Credit Control Team to get an overview and appreciation of what they do. |
AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
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Tue 18 |
In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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Wed 19 |
AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
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 |
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Thu 20 |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite. |
The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication. It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme |
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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. |
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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. |
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Mon 24 |
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 |
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. |
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Tue 25 |
In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
|
In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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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. |
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Wed 26 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier. |
AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
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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. |
|
Thu 27 |
The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication. It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme |
Fri 28 |
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. |
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. |
May 2017
Tue 2 |
In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
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Wed 3 |
AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
Thu 4 |
The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication. It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme |
Mon 8 |
Coaching Session AR
Finished
« Description not available » |
Tue 9 |
In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
|
In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
|
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Wed 10 |
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. * Please read all the information below carefully before booking, as the sessions you need to attend depends on your role within the department * |
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. * Please read all the information below carefully before booking, as the sessions you need to attend depends on your role within the department * |
|
Thu 11 |
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. |
Tue 16 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting. |
Coaching - COGNOS
Finished
« Description not available » |
|
Wed 17 |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
Thu 18 |
To provide an opportunity for someone from elsewhere in Fin Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite. |
The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication. It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme |
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Mon 22 |
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. |
Tue 23 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do. |
In addition to applying for a provisional place here, please complete and return an application form. You will find the briefing packs and forms on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme
|
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Wed 24 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier. |
COGNOS: Refresher training
Finished
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:
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. |
|
COGNOS: Refresher training
Finished
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:
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. |
|
Tue 30 |
AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
June 2017
Tue 6 |
AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. |
|
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders. |
|
Fri 9 |
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. |
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. |
|
Tue 13 |
AAT Level 4, Professional Diploma in accounting. The dates below are assuming that we have a bespoke day release group. If this is not possible, then the dates will be different. Once you have registered here please complete and return the application form at the back of the briefing pack, this pack can be found on our website http://www.finance.admin.cam.ac.uk/training-and-development/professional-qualification/aat/university-programme |
Wed 14 |
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. |
iProc Coaching for Physics
Finished
« Description not available » |
|
Thu 15 |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite. |
Mon 19 |
Procurement at the University
Finished
An overview of how procurement works at the university of Cambridge
|
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. |
|
Tue 20 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do. |
Wed 21 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier. |
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 |
|
Key Travel for CBU
Finished
An overview of how the University departments can utilise Key Travel
|
|
Tue 27 |
Inventory
Finished
Session 2 Optional session on Stock-take and reporting. |
Inventory
Finished
Session 2 Optional session on Stock-take and reporting. |
|
The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager |
|
Wed 28 |
The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager |
Thu 29 |
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. |
MRC-CBU iProcurement
Finished
« Description not available » |
July 2017
Tue 4 |
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. |
Coaching Visit - Grants
Finished
« Description not available » |
|
This event is for accounts staff from the UAS and non-schools institutions. There will be a short presentation from the Finance Division team and then a session for institution specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager |
|
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 5 |
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. |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
Thu 6 |
The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager The session will be followed by the accounts forum |
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. |
|
Fri 7 |
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. |
Mon 10 |
The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager The session will be followed by the accounts forum |
Due to the decommissioning of the Discoverer reporting tool, a number of Cognos reports have either been adapted or specially written to bridge the gap. This course is aimed at users who would like to update their Cognos skills. The functionality of Cognos will be covered, rather than report output. However, differences between Discoverer and the new Cognos reports will be highlighted. |
|
Tue 11 |
Year-end for New Users
Finished
This session will cover year end processes in more detail than the road shows and will include:
|
Wed 12 |
Year-end for New Users
Finished
This session will cover year end processes in more detail than the road shows and will include:
|
Thu 13 |
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 year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager The session will be followed by the accounts forum |
|
Fri 14 |
Year end 2017 seminar - General
Finished
This event is for accounts staff from the UAS and non-schools institutions. There will be a short presentation from the Finance Division team and then a session for institution specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager |
Mon 17 |
Year-end
Finished
« Description not available » |
Tue 18 |
To provide an opportunity for someone from elsewhere in Fin Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite. |
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. |
|
Wed 19 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting. |
This course offers a basic introduction to Cognos Query Studio |
|
This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS. |
|
Year-end
Finished
« Description not available » |
|
Thu 20 |
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. |
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. |
|
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. |
|
Tue 25 |
Due to the decommissioning of the Discoverer reporting tool, a number of Cognos reports have either been adapted or specially written to bridge the gap. This course is aimed at users who would like to update their Cognos skills. The functionality of Cognos will be covered, rather than report output. However, differences between Discoverer and the new Cognos reports will be highlighted. |
Coaching Visit - GL 1 & 2
Finished
« Description not available » |
|
Thu 27 |
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. |
This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS. |
August 2017
Tue 8 |
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. |
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 9 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting. |
Tue 15 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do. |
Getting Started in COGNOS
CANCELLED
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. |
|
Wed 16 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier. |
Thu 17 |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite. |
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. |
September 2017
Tue 5 |
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. |
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. |
|
Thu 7 |
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 |
This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS. |
|
Tue 12 |
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
|
Wed 13 |
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. |
Thu 14 |
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 |
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. |
|
Tue 19 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do. |
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
|
|
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. |
|
Wed 20 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier. |
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. |
|
Thu 21 |
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 |
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. |
|
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. |
|
Fri 22 |
To provide an opportunity for someone from elsewhere in Fin Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite. |
Tue 26 |
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
|
Wed 27 |
Accountants' Update CPD session
Finished
Back by popular demand We have decided to add an extra CPD session this year. There have been a number of requests for an additional session with a University specific focus and so Spencer Moore (Acting Head of Tax/International and Corporate Tax Manager) will be covering some of the tax issues that we need to be aware of. Qualified staff can use this towards their annual CPD. |
Thu 28 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting. |
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 |
|
Fri 29 |
To provide an opportunity for someone from elsewhere in Finance Division to spend a half day in the Payroll Team to get an overview and appreciation of what they do. |
October 2017
Tue 3 |
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
|
Tue 10 |
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
|
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 11 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend half a day in the Shared Services and Staff Bureau to get an overview and appreciation of what they do. |
How to Excel
Finished
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:
|
|
Thu 12 |
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. |
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. |
|
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. |
|
Fri 13 |
Coaching Session - iProc
Finished
« Description not available » |
Tue 17 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do. |
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
|
|
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. |
|
COGNOS: Refresher training
CANCELLED
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:
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. |
|
Wed 18 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier. |
How to Excel
Finished
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:
|
|
VAT and the University
Finished
This session provides you with a simple overview of the basics and how VAT applies to the University. |
|
Thu 19 |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite. |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
Wed 25 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend half a day in the Shared Services and Staff Bureau to get an overview and appreciation of what they do. |
Thu 26 |
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 |
Tue 31 |
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
|
November 2017
Thu 2 |
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 |
Mon 6 |
Macro's in Excel
Finished
Demo on basic use of Macros |
Tue 7 |
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
|
Wed 8 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend half a day in the Shared Services and Staff Bureau to get an overview and appreciation of what they do. |
Thu 9 |
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 |
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. |
|
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. |
|
Tue 14 |
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
|
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. |
|
Wed 15 |
Open Meeting - Project Indigo
Finished
Project Indigo- Invoice scanning : what we hope the solution will look like, figurative timelines, some of the challenges and the type of deployment (e.g. phased roll out) |
Thu 16 |
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 |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
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. |
|
Tue 21 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do. |
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
|
|
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. |
|
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting. |
|
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 22 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend half a day in the Shared Services and Staff Bureau to get an overview and appreciation of what they do. |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier. |
|
Thu 23 |
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. |
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. |
|
Looking at a template to write business cases, to provide information on what to include, for lightweight business cases and more detailed business cases. Providing some hints and tips to assist with business case writing. |
|
Fri 24 |
To provide an opportunity for someone from elsewhere in Fin Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite. |
Tue 28 |
« Description not available » |
Wed 29 |
How to Excel
Finished
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:
|
Thu 30 |
This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS. |
December 2017
Tue 5 |
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. |
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. |
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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. Please note, this is the same briefing as the ones held in April 2017. If you attended one of the original briefings there is no need to attend again
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Wed 6 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend half a day in the Shared Services and Staff Bureau to get an overview and appreciation of what they do. |
How to Excel
Finished
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:
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COGNOS: Refresher training
CANCELLED
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:
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. |
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Mon 11 |
Excel Workshop for Procurement
Finished
« Description not available » |
Tue 12 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of what they do. |
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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Wed 13 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Accounting Services Team to get an overview and appreciation of the function of the Helpdesk and Cashier. |
How to Excel
Finished
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:
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A bespoke session to provide an overview and guidance on how VAT applies to Research Grants. Including:
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Thu 14 |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite. |
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 |
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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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Wed 20 |
How to Excel
Finished
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:
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January 2018
Tue 9 |
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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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. |
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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. |
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Wed 10 |
VAT for the ROO and Research Accounting
CANCELLED
A bespoke session to provide an overview and guidance on how VAT applies to Research Grants. Including:
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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. |
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Thu 11 |
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 |
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 enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals. |
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Fri 12 |
To provide an opportunity for someone from elsewhere in Fin Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite. |
GL Coaching Session
Finished
« Description not available » |