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Self-taught course

Provided by: Finance Training


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This course is self taught (Online course).

Bookings cannot be made on this course (Programme is completed).



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AP: Using the Clinical School Accounts Office
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Self-taught course

Description

An online course for new starters in departments whose Account Payable (AP) transactions are processed by the Clinical School Accounts Team. The course provides guidance on who does what and explains to users how to carry out their departmental processes. Completion of this 90 minute course is a mandatory requirement for the allocation of the responsibility UFS xx AP Shared Services.

Target audience

New account staff based in a department where the Clinical Schools Accounts Office process AP transactions on the department's behalf.

Completion of this course is a mandatory requirement for the allocation of the responsibility UFS xx AP Shared Services. Completion of this course is not relevant if AP Dept Enquiry, AP Invoice Entry or AP Invoice Manager is required.

Prerequisites

None - although participants may find prior completion of the online An Introduction to University Finance course useful.

Objectives
  • To understand which AP processes are carried out by the department and which by the Clinical Schools Accounts Office
  • To set up a personalised view in iProcurement to assist in carrying our relevant checks on suppliers invoices before forwarding them to the Clinical Schools Accounts Office.
  • How to amend the account coding on a previously paid invoice ('AP Journals') and to re-complete Secondary Invoice Approval
  • To run and action the relevant AP month-end reports
Aims

The aim of this course is to provide a new member of staff in a department who uses the Clinical Schools Accounts Offices an understanding as to what processes and checks the department are responsible for.

Format

Mixture of reading, videos and knowledge checks

Notes
  • Please make a booking in order to receive the web link to access the material for this online module
Duration

90 minutes

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