Finance Training Self Taught 2016-17

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.

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.

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.

Each department has one or more nominated Finance Key Contacts.

They take responsibility for many day-to-day interactions between the department and the Finance Division, such as:

• Requesting and amending user access to UFS
• Receiving communications and reports
• Requesting new suppliers

This course tells you all about the role of a Key Contact and what it entails.

The course should work fine on 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.

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 - if you require an iProcurement responsibility you must take either the online iProcurement Requisitioner or iProcurement Buyer training (depending on your proposed responsibility) or come to one of our classrom-based iProcurement courses.

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

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 short on-line course is designed for those who need only to learn how to approve requisitions for other staff within their department to learn the steps inolved. There is no training on raising requisitions/buying goods and services in this course and completing this training will not give you access to the Marketplace for buying goods.

If you will need to purchase goods and services as well as approve then please take our iProcurement Buyers course instead (The Buyer course includes the option to learn basic approval technique but is not as detailed as the full Approvers course). iProcurement Buyer course.

• If you want to proceed onto this course make a booking by using the Book a Place > button . You will receive an email to acknowledge your booking containing a link to the online course.

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

This course enables users to learn how to request goods/services required for their role using the UFS iProcurement 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