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Finance Training

Finance Training course timetable

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Fri 3 Jul – Tue 21 Jul

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[ No events on Fri 3 Jul ]

Tuesday 7 July

10:00
Virtual - Budgeting 1: Introduction to budgeting in the University Finished 10:00 - 12:30 Finance Division, At Participant's Desk

This session covers the theory and practice of budgeting in the University, how to interpret department budget reports and understand the causes of overspends (and underspends) against budgets. The course refers closely to Chapter 3 of the Financial Procedures Manual

Note: This session does not cover the detailed budgeting and rules relating to individual research grants.

14:00

This course covers the various month-end processes that need to be completed within the iProcurement module.

Wednesday 8 July

09:30
iProcurement Part 1: Getting Started in iProcurement (1 of 2) CANCELLED 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

We are not currently able to offer classroom courses however our suite of online courses remain available

This course teaches users how to request goods/services required for their role using the UFS iProcurement module.

Booking onto this course can only be done through your department Key contact

Speak to your key contact if you need access to iProcurement in UFS

  • They will discuss whether online or classroom course is most appropriate for you
  • They will confirm the level of access which you will require
  • The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

  • your allocated training username and passphrase (for online courses) or
  • your joining instructions (classroom courses).
10:00
Welcome to Key Travel CANCELLED 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.

13:45
iProcurement Part 1: Getting Started in iProcurement (2 of 2) CANCELLED 13:45 - 15:45 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

We are not currently able to offer classroom courses however our suite of online courses remain available

This course teaches users how to request goods/services required for their role using the UFS iProcurement module.

Booking onto this course can only be done through your department Key contact

Speak to your key contact if you need access to iProcurement in UFS

  • They will discuss whether online or classroom course is most appropriate for you
  • They will confirm the level of access which you will require
  • The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

  • your allocated training username and passphrase (for online courses) or
  • your joining instructions (classroom courses).

Thursday 9 July

09:00
Finance Division Taster Sessions - Credit Control CANCELLED 09:00 - 13:00 Finance Division, At Participant's Desk

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.

09:30
GL Part 1: Getting Started in the General Ledger module CANCELLED 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

NOTE This classroom-based course may not go ahead depending on the circumstances at the time. You can join our VIRTUAL course, delivered via Microsoft Teams, at https://www.training.cam.ac.uk/course/GL+Part+1

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.

10:30
Virtual - Year-end for New Users Finished 10:30 - 11:30 Finance Division, At Participant's Desk

This virtual new users course will consist of a number of explanatory videos for each module which will be available before this Q&A webinar session.

This session will cover year end processes in more detail than the road shows and will include:

  • Outline of the year end timetable to be followed
  • Specific procedures and tasks for each module
  • Guidance on journals especially accruals, prepayments and transfer codes
  • Making better use of the Cognos reporting tool
  • Exploring areas that often cause problems
  • Practical advice on how to prioritise during key periods

Monday 13 July

14:00
Finance Division Taster Sessions - Greenwich House Operational Support Team (GHOST) CANCELLED 14:00 - 15:00 Finance Division, At Participant's Desk

An opportunity for others within the Finance Division to spend some time with GHOST to gain an overview of their roles and a greater appreciation of what they do.

Tuesday 14 July

09:30
Budgeting part 2: Creating and monitoring budgets in CUFS and Cognos CANCELLED 09:30 - 13:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting.

It is an ideal follow on from Budgeting part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools.

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.

10:00
Virtual - Grants Part 2: Grant reports in Cognos (1 of 2) Finished 10:00 - 12:00 Finance Division, At Participant's Desk

This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:

  • Summary financial information for Projects
  • Detailed expenditure analysis
  • Management reports for Grants due to close

In this course we will not access the Grants module in CUFS.

The course material will be split across 2 webinars on consecutive days

Wednesday 15 July

09:30

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.

10:00
Virtual - Grants Part 2: Grant reports in Cognos (2 of 2) Finished 10:00 - 11:30 Finance Division, At Participant's Desk

This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:

  • Summary financial information for Projects
  • Detailed expenditure analysis
  • Management reports for Grants due to close

In this course we will not access the Grants module in CUFS.

The course material will be split across 2 webinars on consecutive days

Thursday 16 July

09:00
Finance Division Taster Sessions - Treasury & Investments (Investments) CANCELLED 09:00 - 12:00 Finance Division, At Participant's Desk

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.

09:30
GL Part 2: Reporting in the General Ledger CANCELLED 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.
Finance Division Taster Sessions - Property Accounting Services (PAS) CANCELLED 09:30 - 12:30 Finance Division, At Participant's Desk

To provide an introduction to the Property Accounting Services team and the activities undertaken in the Section

10:00
Finance Division Taster Sessions - Central & Research Accounting CANCELLED 10:00 - 11:00 Greenwich House, Minsk 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
10:30

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.

Monday 20 July

09:30
Virtual - Cognos Introduction (1 of 2) Finished 09:30 - 11:00

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

14:30
Cognos Refresher Training CANCELLED 14:30 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

We are not currently able to offer this as a classroom course but are offering a virtual alternative https://training.cam.ac.uk/course/CogIntro, you would be very welcome to book onto the Q&A webinar (session 2) if you would like to brush up on your skills.

Have you previously attended Cognos training but not used the reporting tool since and would like to start using the tool again? If so then this course will enable you to get re-acquainted with Cognos..

Note: What it does not do is go through in detail the outputs of each individual report. Less experienced users of the Grants and/or General Ledger modules in CUFS are recommended to attend instead one of the following courses:

  • Grants Part 2: 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.

Tuesday 21 July

09:30
AR Part 2: Adjustments and set up in Accounts Receivable CANCELLED 09:30 - 12:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

This course covers the essentials for keeping your AR accounts in order. In addition to showing you how to make corrections, receipt foreign currencies and the required month/year-end reports we will also show you how you can save time by setting up memo lines, sales persons and receivable activities for your department.

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.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

10:00
Virtual - Grants Part 3: Viewing Grants in CUFS (1 of 2) Finished 10:00 - 12:00 Finance Division, At Participant's Desk

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 course material will be split over 2 webinars on consecutive days

14:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (1 of 2) CANCELLED 14:00 - 16:00 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

NOTE This classroom-based course will not be going ahead. You can book for our VIRTUAL course, which will be delivered online. More details can be found at https://www.training.cam.ac.uk/fin/course/iproc2

This course covers the various month-end processes that need to be completed within the iProcurement module.

16:00
iProcurement Part 2: Month End processes in the Buyers Work Centre (2 of 2) CANCELLED 16:00 - 16:30 Finance Division, Greenwich House, Ferrara Room (IT Training Room)

NOTE This classroom-based course will not be going ahead. You can book for our VIRTUAL course, which will be delivered online. More details can be found at https://www.training.cam.ac.uk/fin/course/iproc2

This course covers the various month-end processes that need to be completed within the iProcurement module.