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Finance Training

All Finance Training courses

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AAT Alumni new Wed 9 Jan 2019   14:30 Finished

Across the university and assoicated bodies we have many members of staff who have previously studied AAT or are currently studying. We have set up an alumni group specifically for these AAT qualified/part qualified staff as a way to maintain the connection and to support their continued development

Using spreadsheets

Each day we are faced with managing and using increasingly large and complex spreadsheets. This session will explore some of the tools and techniques which can be used to simplify streamline repeated processes. This will include, but not be limited to, inbuilt formatting, sorting, filtering and simple macros. There will be opportunity to ask questions and participate in group discussion to share ideas.

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs are available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

AAT Level 3 Diploma in Accounting 2019-20 new charged Mon 9 Sep 2019   09:30 [Places]


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
AAT Level 4 Professional Diploma in Accounting 2018-19 charged Thu 13 Sep 2018   13:30 Finished

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an external provider

Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme Dates will be added once they have been confirmed

Accountants' Annual Update Wed 6 Mar 2019   14:00 Finished

Our external auditors PricewaterhouseCoopers will be coming in to give an update on accounting issues and developments that are relevant to the University Group.

Qualified staff can use this towards their annual CPD.

This course aims to give you a brief introduction to R. During the half day session, we will use a practical based approach to give you the confidence to start using R to improve your work. In particular you will learn how to write your own scripts and use pre-written functions. We will also explore the ways in which you can further your knowledge of R after the course.

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.

Anti-Bribery & Corruption Training Self-taught Booking not required

The University and all its staff have a responsibility to ensure that neither their conduct, nor the conduct of any person or organisation entering into any contract or arrangement with the University contravenes the Bribery Act 2010.

This online course guides you through the scope of the Bribery Act and Criminal Finances Act and highlights some of the situations that you should be aware of.

AP: eInvoicing in Accounts Payable Self-taught Bookable

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 course builds on the knowledge gained in AP Part 1. The delegates will learn how to match invoices to purchase orders, add in freight charges and process invoices from other departments. The course also covers international payments including accounting for VAT and foreign currencies. Delegates will also learn more about month end procedures and AP Reports.

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

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).

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.

AR Part 3: Customer set up in Accounts Receivable Wed 30 Jan 2019   09:30 Finished

With the introduction of e-Sales, and the centralising of setting up customers in Accounts Receivable, there is little need for departments to set up or amend customers in AR. This central service is designed to reduce the administrative burden on the departments, eliminate customer duplication, ensure consistent set up and identify situations where credit checks might be required or where eSales (WPM) would be a better alternative to conventional invoicing.

If a department wishes to maintain this set up within the department a new AR Manager responsibility will be required. To receive this responsibility you must attend this compulsory master class. The master class will provide you with the opportunity to practice setting up and amending customers within CUFS. Upon completion of the course you will receive your AR Manager responsibility.

Please Note: Departments are encouraged to either use e-Sales, or take advantage of this central service. There is no need to register; simply complete and email the form through as and when you have a new customer or amendment request (http://www.finance.admin.cam.ac.uk/staff-and-departmental-services/forms)

eSales Departments are encouraged to consider if using the CUFS module to set up and raise invoices to private individuals is the best option and whether it would be more appropriate to use the University’s online store. For more information please see the eSales website or watch the three short videos below which give an overview of what the eSales system looks like and what it can do.

Introduction to the Online Store

Events and Conferences in the Online Store

Product Catalogues in the Online Store

Brexit Briefing new Tue 9 Apr 2019   14:15 Finished

In the event that we leave the EU on the 12th April with a no-deal we have been preparing guidance for departments which at the moment is due to be issued on the 11th . In this session we will share with you the advice, plans and answer (where we can) any questions you may have so you are prepared for any calls/ questions you may receive.

Obviously if we do not leave on Friday 12th this will all change.

Cash Handling Self-taught Bookable

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Coaching Session - Cognos: Refresher Training new Tue 12 Feb 2019   14:00 Finished

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 COGNOS Reporting
  • 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.

Coaching Session - Mixed new Tue 14 Aug 2018   09:30 Finished

« Description not available »

Cognos: Refresher Training new Thu 20 Jun 2019   14:00 Finished

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 COGNOS Reporting
  • 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.

Cognos Reporting in Engineering Wed 1 May 2019   09:30 Finished

« Description not available »

CUDAR Refresher Training new Thu 25 Apr 2019   10:00 Finished

« Description not available »

CUDAR Smart Forms new Tue 30 Apr 2019   10:30 Finished

« Description not available »

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.

11 other events...

Date Availability
Fri 23 Aug 2019 10:00 [Places]
Mon 7 Oct 2019 10:00 [Places]
Mon 11 Nov 2019 10:00 [Places]
Mon 2 Dec 2019 10:00 [Places]
Mon 6 Jan 2020 10:00 [Places]
Mon 3 Feb 2020 10:00 [Places]
Fri 6 Mar 2020 10:00 [Places]
Mon 6 Apr 2020 10:00 [Places]
Mon 4 May 2020 10:00 [Places]
Mon 1 Jun 2020 10:00 [Places]
Mon 6 Jul 2020 10:00 [Places]

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.

11 other events...

Date Availability
Thu 19 Sep 2019 11:00 [Places]
Fri 11 Oct 2019 11:00 [Places]
Thu 7 Nov 2019 14:00 [Places]
Fri 13 Dec 2019 14:00 [Places]
Fri 10 Jan 2020 11:00 [Places]
Thu 13 Feb 2020 14:00 [Places]
Thu 12 Mar 2020 10:00 [Places]
Thu 9 Apr 2020 15:00 [Places]
Fri 15 May 2020 14:00 [Places]
Fri 12 Jun 2020 14:00 [Places]
Thu 16 Jul 2020 10:30 [Places]
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