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Finance Training

All Finance Training courses

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Showing courses 26-42 of 42
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iProcurement web based: Requisitioners Self-taught Not bookable

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

Booking onto this course can only be done through your department Key Contact

Speak to your Key Contact if you need access to iProcurement in UFS

  • They will discuss whether online or classroom course is most appropriate for you
  • They will confirm the level of access which you will require
  • The course booking request will be made by them via the UFS responsibility access form

Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with either:

  • your allocated training username and passphrase (for online courses) or
  • your joining instructions (classroom courses).
Modern Slavery Act Self-taught Booking not required

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 in compliance with the Modern Slavery Act 2015.

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.

PCI DSS Compliance Training Self-taught Bookable

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.

Petty Cash Self-taught Bookable

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
Tableau Drop In Sessions (via Teams) Tue 27 Oct 2020   15:30 Finished

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.

This session covers the theory and practice of budgeting in the University, how to interpret department budget reports and understand the causes of overspends (and underspends) against budgets. The course refers closely to Chapter 3 of the Financial Procedures Manual

Note: This session does not cover the detailed budgeting and rules relating to individual research grants.

1 other event...

Date Availability
Tue 16 Mar 2021 09:30 [Places]
Virtual - Cognos Introduction Wed 9 Dec 2020   10:00   [More dates...] [Places]

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: This course is mandatory in order to attend either of the following two courses below.

What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.

2 other events...

Date Availability
Tue 12 Jan 2021 10:00 [Places]
Wed 17 Mar 2021 10:00 [Places]

This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

1 other event...

Date Availability
Wed 10 Mar 2021 09:30 [Places]

This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals.

It is run as two webinars with some pre-course reading

Webinar 1: For everyone

Webinar 2: Optional, if you are not going to be using journals it is not compulsory but may be of interest

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

2 other events...

Date Availability
Tue 24 Nov 2020 09:30 Not bookable
Tue 26 Jan 2021 09:30 [Places]

This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:

  • Summary financial information for Projects
  • Detailed expenditure analysis
  • Management reports for Grants due to close

In this course we will not access the Grants module in CUFS.

The course material will be split across 2 webinars on consecutive days

1 other event...

Date Availability
Tue 23 Mar 2021 10:00 [Places]
Virtual - Grants Part 3: Viewing Grants in CUFS Tue 15 Dec 2020   10:00 [Places]

This course provides an overview of the Grants module in CUFS. The course will cover how you can view your projects and awards, check budgets, perform on-line queries and run some CUFS reports.

The course material will be split over 2 webinars on consecutive days

This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions.

2 other events...

Date Availability
Wed 20 Jan 2021 09:30 [Places]
Tue 2 Mar 2021 09:30 [Places]

The session will look at more advanced formulas and macros using the recorder and VBA tools.

The formulas covered in this course include SUMIF and COUNTIF which will allow 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.

The session will run on Teams and delegates must be able to access Excel during the session

2 other events...

Date Availability
Tue 2 Feb 2021 09:30 [Places]
Wed 24 Mar 2021 09:30 [Places]

This course covers the various month-end processes that need to be completed within the iProcurement module.

Virtual VAT & the University Tue 19 Jan 2021   09:30 [Places]

This session provides you with a simple overview of the basics and how VAT applies to the University.

This will run as a Teams Live event, details of how to join will be sent to participants prior to the session

You will also be sent a link to a video which you will need to watch prior to the live session (the video is 1 hour and so you will need to leave yourself enough time). The live session will start with a quiz based on the content of this video.

Virtual - Year-end for New Users Thu 9 Jul 2020   10:30 Finished

This virtual new users course will consist of a number of explanatory videos for each module which will be available before this Q&A webinar session.

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
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