All Finance Training courses
Showing courses 51-73 of 73
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The session will look at more advanced formulas and macros using the recorder and VBA tools.
The formulas covered in this course include SUMIF, COUNTIF and INDEX MATCH which will enable the user to quickly summarise data.
Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps.
| Date | Availability | |
|---|---|---|
| Wed 25 Mar 2020 | 09:30 | [Places] |
| Wed 3 Jun 2020 | 09:30 | [Places] |
Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations.
Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.
iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.
| Date | Availability | |
|---|---|---|
| Tue 10 Dec 2019 | 09:30 | Not bookable |
| Wed 5 Feb 2020 | 09:30 | [Places] |
| Tue 3 Mar 2020 | 09:30 | [Places] |
| Tue 21 Apr 2020 | 09:30 | [Places] |
| Wed 13 May 2020 | 09:30 | [Places] |
| Tue 9 Jun 2020 | 09:30 | [Places] |
| Wed 8 Jul 2020 | 09:30 | [Places] |
This course is aimed at new iProcurement users and provides an introduction to using iProcurement for creating requisitions and purchase orders.
iProcurement is also available as an online course for you to learn in your own time. Choose from our available online options if you are unable to make the classroom dates or prefer to study in this way.
This course covers the various month-end processes that need to be completed within the iProcurement module.
| Date | Availability | |
|---|---|---|
| Thu 23 Jan 2020 | 14:00 | [Places] |
| Tue 31 Mar 2020 | 14:00 | [Places] |
| Thu 21 May 2020 | 10:00 | [Places] |
| Tue 21 Jul 2020 | 14:00 | [Places] |
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.
| Please be aware before you book ... |
|---|
| We also run this course as a classroom taught course roughly once a month from September to July if you would prefer. You must book and attend BOTH Am and PM sessions if you are to be a Buyer - Book the classroom course) |
| The online course is NOT a prerequisite for the classroom course |
| You only need do the Buyers OR Requisitioners course, not both. |
| How to proceed and book onto this course |
|---|
|
This course enables users to learn how to request goods/services required for their role using the UFS iProcurement module.
| Please be aware before you book... |
|---|
| We also run this course as a classroom taught course roughly once a month from September to July if you would prefer. You need only attend the morning session if you are to be a Requisitioner - Book the classroom course |
| The online course is NOT a prerequisite for the classroom course |
| You only need do the Requisitioners OR Buyers course, not both. |
| How to proceed and book onto this course |
|---|
|
The University and all its staff have a responsibility to ensure that their dealings, and the supply chains of those who we trade with, are free from any sort of modern slavery.
This online course guides you through some facts and figures relating to Modern Slavery and Human Trafficking and highlights warning signs you need to be aware of.
From 6 April 2017 new rules will apply to payments made to limited companies largely controlled by a single individual where they provide services to the University, or agencies providing such resource to the University. The Finance Division is holding a number of seminars to explain procedures and guidelines that they are implementing to help departments manage this risk.
In order for the University to carry out financial transactions involving the acceptance of payment cards from customers 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 receipts 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
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information Team who can help you solve challenges.
| Date | Availability | |
|---|---|---|
| Tue 10 Dec 2019 | 14:30 | [Full] |
| Tue 10 Dec 2019 | 15:30 | [Places] |
| Tue 17 Dec 2019 | 14:30 | [Places] |
| Tue 17 Dec 2019 | 15:00 | [Places] |
| Tue 17 Dec 2019 | 15:30 | [Places] |
Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations
Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.
Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations
Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.
Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations
Tableau Explorer is intermediate level access to Tableau Server and allows you to view, interact and edit Tableau content.
Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations.
Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.
Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations.
Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.
A briefing session to remind iProc buyers/requisitioners of when departments are eligible to apply/claim medical exemption relief from VAT. This area of VAT is being highlighted at the moment as it is a current focus of HMRC. Additionally, some suppliers are reviewing their controls over the application of Medical Exemption, and are therefore checking our use of ME0% on recent orders.
This session provides you with a simple overview of the basics and how VAT applies to Research Grants including;
- How to establish the correct VAT rate to attribute to an award when it is set up in CUFS
- Why it is so important
- How the VAT rate attributed affects expenditure subsequently coded to the grant
| Date | Availability | |
|---|---|---|
| Fri 12 Jun 2020 | 10:30 | [Places] |
This session provides you with a simple overview of the basics and how VAT applies to the University.
| Date | Availability | |
|---|---|---|
| Thu 4 Jun 2020 | 10:30 | [Places] |
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.
| Date | Availability | |
|---|---|---|
| Wed 8 Jan 2020 | 10:00 | [Places] |
| Wed 12 Feb 2020 | 10:00 | [Places] |
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