Finance Training Self Taught 2015-16

An introduction to University Finances and the Finance System. The course covers the following areas:

• An overview of University Finances
• The Finance System
• The Account code structure
• Support for financial activities
• Accessing CUFS

This course should work fine in most modern Smartphones and on tablet devices too.

Once you've booked onto this course you will receive an email with the web link to access the materials.

An Introduction to the University's eInvoicing system, how it works and what actions/processes are completed by the department.

This on-line course will enable end users to understand the basics of accounts payable, including processing basic invoices and expense claims.

This on-line course enables users to learn how to Secondary Approve invoices within the Accounts Payable module.

This on-line course has two purposes:

• to enable end users to understand which AP processes are completed by the department and which by Shared Services,
• to explain how to carry out the departmental processes.

The Accounts Receivable (AR) module of the University’s Finance System (CUFS) deals with managing customer information and managing income generated from sales and donations.

In this course we will be looking at some of the key aspects such as:

• creating external invoices
• creating internal invoices
• receipting income relating to invoices
• receipting other income

We will also provide you with some basic information relating to banking procedures and to the University’s Online Store (also known as eSales).

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A course for departmental staff who deal with purchasing, monitoring and disposal of fixed assets.

General Ledger Transfer codes are a particular useful tool to help you to manage your departmental accounts as they allow you to use surpluses generated in one account to fund activities elsewhere.

A short on-line course that provides a basic introduction to the key features of Research Grants and how they are managed in the University. Please note it does not include detailed guidance of how to apply for grants (e.g. using pFACT/X5) – please contact the Research Operations Office for advice.

An introduction to purchasing within the University, providing details of the University's procurement process.

The course includes an overview of relevant legislation and best-practice.

Note - this course does not cover how to use the University's iProcurement system.

This course is a pre-requisite for other procurement courses (except for iProcurement).

This short on-line course is designed for those who will only be approving requisitions for other staff within their department

Over the years the iProcurement system has evolved and best practice has changed including some aspects that may have been covered in your original training. Certain practices which seem like a short-cut in iprocurement may inadvertenly lead to problems with the subsequent einvoicing from suppliers.

Therefore this short online course is intended to provide a very quick refresher or update on a few key areas of the requisitioning process to ensure everyone is up to speed on current best practice in iProcurement.

This course enables users to learn how to request goods/services required for their role using the new purchasing module.

In order for the University to carry out financial transactions involving the acceptance of payment cards (credit and debit) we have to comply with standards as laid down by the Payment Card Industry (PCI) Security Council.

This short, online course will provide users with the information they need to process card payments securely and in accordance with the PCI Security Standards.

This short online course will provide you with an overview of the way petty cash operates. This includes:

• An overview of petty cash
• Getting started with petty cash
• Day-to-day use and accounting for petty cash
• How to deal with any problems