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Finance Training

Finance Training course timetable

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Mon 22 Jul – Wed 13 Nov

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July 2019

Mon 22
Introduction to Tableau Server - Student Surveys new [Places] 10:00 - 11:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

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

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

Finance Division Inductions - Greenwich House new Not bookable 10:00 - 10:30 Greenwich House, Cairo Room

This welcome session is for staff based in Greenwich House, will introduce you to the practicalities working in the building and the resources available to you.

The floor plans for both the ground floor and first floor of Greenwich House can be to find a specific room;

https://www.greenwich-house.admin.cam.ac.uk/building

How to Excel - Part 3 (For Finance Staff) Not bookable 13:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This is only open to staff who have a role within finance at the University.

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.

Tue 23
iProcurement Part 1: Getting Started in iProcurement (1 of 2) Not bookable 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.

Finance Division Taster Sessions - Central & Research Accounting: Introduction new [Places] 10:00 - 11:00 Greenwich House, Heidelberg Room

An overview of the role of Central and Research Accounting and a taster of the range of the activities that they are involved with.

This session is a required pre-requisite for attendance on the detailed walk-through sessions for any of the following topics:

  • Fixed Assets
  • Lynxvale Limited Property Accounting
  • Fee collection
  • Trust Funds
  • Research Accounting
iProcurement Part 1: Getting Started in iProcurement (2 of 2) Not bookable 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.

Thu 25
GL Part 2: Reporting in the General Ledger [Places] 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.

Tue 30
Getting started in Cognos [Places] 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: Grant reports in Cognos
  • 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.

Wed 31
iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) [Places] 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) [Places] 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.

August 2019

Fri 9
Finance Division Inductions - Training & Development [Places] 14:00 - 15:00 Greenwich House, Minsk Room

The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise.

Wed 14
Welcome to Key Travel new [Places] 10:00 - 11:00

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

September 2019

Mon 9
AAT Level 3 Diploma in Accounting 2019-20 new charged (1 of 24) [Places] 09:30 - 11:30 Greenwich House, Heidelberg Room


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

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 11
Welcome to Key Travel new [Places] 10:00 - 11:00

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

Thu 19
AAT Level 3 Diploma in Accounting 2019-20 new charged (2 of 24) [Places] 09:30 - 16:30 First Intuition


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

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
Finance Division Inductions - Training & Development [Places] 11:00 - 12:00 Greenwich House, Lima Room

The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise.

Thu 26
AAT Level 3 Diploma in Accounting 2019-20 new charged (3 of 24) [Places] 09:30 - 16:30 First Intuition


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

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

October 2019

Thu 3
AAT Level 3 Diploma in Accounting 2019-20 new charged (4 of 24) [Places] 09:30 - 16:30 First Intuition


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

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 9
Welcome to Key Travel new [Places] 10:00 - 11:00

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

Thu 10
AAT Level 3 Diploma in Accounting 2019-20 new charged (5 of 24) [Places] 09:30 - 16:30 First Intuition


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

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
Fri 11
Finance Division Inductions - Training & Development [Places] 11:00 - 12:00 Greenwich House, Lima Room

The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise.

Thu 17
AAT Level 3 Diploma in Accounting 2019-20 new charged (6 of 24) [Places] 09:30 - 16:30 First Intuition


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

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 2019

Thu 7
Finance Division Inductions - Training & Development [Places] 14:00 - 15:00 Greenwich House, Lima Room

The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise.

Mon 11
AAT Level 3 Diploma in Accounting 2019-20 new charged (7 of 24) [Places] 09:30 - 16:30 First Intuition


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

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
Welcome to Key Travel new [Places] 10:00 - 11:00

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