Finance Training course timetable
January 2018
Tue 16 |
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
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AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
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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 |
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Getting Started in COGNOS
Finished
COGNOS is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts. 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:
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. |
|
Wed 17 |
« Description not available » |
Off Payroll Worker Briefing Sessions
Finished
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. |
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Thu 18 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. You are invited to bring with you any reference documents that you may have detailing your own departmental codes. |
Budgeting part 1: Introduction to budgeting in the University (Formerly Managing the Budget)
CANCELLED
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. |
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Budgeting part 1: Introduction to budgeting in the University (Formerly Managing the Budget)
CANCELLED
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. |
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This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. You are invited to bring with you any reference documents that you may have detailing your own departmental codes. |
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Fri 19 |
« Description not available » |
Mon 22 |
To provide an opportunity for those in the Finance Division to spend half a day with the Training Team to get an overview and appreciation of what they do. |
Tue 23 |
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
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AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
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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:
In this course we will not access the Grants module in CUFS. |
|
Thu 25 |
First Steps in Procurement 2017
Finished
This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques. All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
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To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do. |
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This course covers the various month-end processes that need to be completed within the iProcurement module. |
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Fri 26 |
« Description not available » |
Tue 30 |
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. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
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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. |
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Wed 31 |
Bespoke iProc1 for DPE
Finished
« Description not available » |
February 2018
Thu 1 |
First Steps in Procurement 2017
Finished
This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques. All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement |
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. |
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Procurement at University
Finished
A presentation by the University's Procurement Services Team, held on site in Room 3.37 at the Wellcome Trust / MRC Building. |
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Mon 5 |
AAT Alumni
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 Cyber security Protecting the University’s assets, intellectual property and information against cyber security threats is a complex, evolving task. Cyber attacks can result in data loss, reputational damage, fines and other types of financial loss. To help protect the University against these risks, University Information Services (UIS) is overseeing a major programme to improve cyber security levels across the University Kieren Lovell from UIS will be coming to speak about how we manage our security in the University and what steps we can take to protect ourselves. |
Tue 6 |
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
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AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
|
Wed 7 |
First Steps in Procurement 2017
Finished
This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques. All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement |
To provide an opportunity for someone from elsewhere in Finance Division to spend a half day with the Financial Systems Group to get an overview and appreciation of what they do. |
|
Thu 8 |
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 |
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 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. |
|
Mon 12 |
Knowledge Bites - Toxicology Transfer
CANCELLED
« Description not available » |
Tue 13 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
Thu 15 |
COGNOS: Refresher training
CANCELLED
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:
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. |
Mon 19 |
iProcurement for Toxicology
Finished
« Description not available » |
Tue 20 |
Knowledge Bites - Toxicology
Finished
« Description not available » |
A bespoke session to provide an overview and guidance on how VAT applies to Research Grants. Including:
|
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Wed 21 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting. |
Budgeting part 1: Introduction to budgeting in the University (Formerly Managing the Budget)
Finished
This session is for University of Cambridge Library staff only 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. |
|
Budgeting part 1: Introduction to budgeting in the University (Formerly Managing the Budget)
Finished
This session is for University of Cambridge Library staff only 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. |
|
Thu 22 |
First Steps in Procurement 2017
Finished
This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques. All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
|
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 |
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Key Travel Briefing
Finished
« Description not available » |
|
Fri 23 |
Accountants' Annual Update
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. |
Mon 26 |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite. |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do. |
|
Tue 27 |
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
|
iProcurement for Toxicology
Finished
« Description not available » |
March 2018
Thu 1 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
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 |
|
Tue 6 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
Budgeting part 1: Introduction to budgeting in the University (Formerly Managing the Budget)
Finished
This session is for University of Cambridge Library staff only 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. |
|
Getting Started in COGNOS
Finished
COGNOS is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts. 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:
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. |
|
Wed 7 |
How to Excel
Finished
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 Topics covered:
|
Thu 8 |
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 |
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 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. |
|
Tue 13 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
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. |
|
A bespoke session to provide an overview and guidance on how VAT applies to Research Grants. Including:
|
|
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
Wed 14 |
How to Excel
Finished
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 Topics covered:
|
Thu 15 |
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 |
Off Payroll Worker Briefing Sessions
Finished
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. |
|
Fri 16 |
To provide an opportunity for someone from elsewhere in Fin Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite. |
Tue 20 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
VAT and the University
Finished
This session provides you with a simple overview of the basics and how VAT applies to the University. |
|
This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS. |
|
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting. |
|
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do. |
|
Thu 22 |
A high level demo of system functionality to show how an invoice image will be attached and available in CUFS, this will benefit departments who use Shared Services Finance. The solution will reduce the need for movement of manual paper copies by increasing electronic processing methods. |
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:
In this course we will not access the Grants module in CUFS. |
|
Tue 27 |
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
|
Wed 28 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. You are invited to bring with you any reference documents that you may have detailing your own departmental codes. |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. You are invited to bring with you any reference documents that you may have detailing your own departmental codes. |
|
Thu 29 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
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 |
April 2018
Wed 4 |
To provide an opportunity for someone from elsewhere in Finance Division to spend a half day with the Financial Systems Group to get an overview and appreciation of what they do. |
Thu 5 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
Tue 10 |
The culmination of Project Beacon to review the future direction of the Finance System is formation of a programme of work, endorsed by the Information Services Committee to look at the implementation of the next stage for CUFS and to review Procurement. |
Thu 12 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
Mon 16 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
How to Excel
Finished
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 Topics covered:
|
|
Tue 17 |
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. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
|
Budgeting part 1: Introduction to budgeting in the University (Formerly Managing the Budget)
Finished
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. |
|
Wed 18 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
Thu 19 |
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 |
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 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. |
|
Mon 23 |
How to Excel
Finished
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 Topics covered:
|
Tue 24 |
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. |
COGNOS: Refresher training
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:
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. |
|
Wed 25 |
A bespoke session to provide an overview and guidance on how VAT applies to Research Grants. Including:
|
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. |
|
Thu 26 |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite. |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
|
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 |
|
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting. |
|
Fri 27 |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do. |
May 2018
Tue 1 |
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
|
Thu 3 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
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 |
|
Fri 4 |
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. |
Wed 9 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS. |
|
Thu 10 |
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 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. |
|
Tue 15 |
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
|
Wed 16 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. You are invited to bring with you any reference documents that you may have detailing your own departmental codes. |
|
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. You are invited to bring with you any reference documents that you may have detailing your own departmental codes. |
|
Thu 17 |
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 |
Fri 18 |
To provide an opportunity for someone from elsewhere in Fin Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite. |
Mon 21 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting. |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do. |
|
Tue 22 |
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
|
Wed 23 |
Getting Started in COGNOS
POSTPONED
COGNOS is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts. 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:
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. |
Thu 24 |
Grants Part 2: Grant reports in COGNOS
POSTPONED
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:
In this course we will not access the Grants module in CUFS. |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do. |
|
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
Tue 29 |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
Wed 30 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
June 2018
Mon 4 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
Tue 5 |
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
|
Knowledge Bites - WPM
POSTPONED
« Description not available » |
|
Wed 6 |
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:
In this course we will not access the Grants module in CUFS. |
Getting Started in COGNOS
CANCELLED
COGNOS is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts. 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:
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. |
|
Thu 7 |
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 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. |
|
Fri 8 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
Knowledge Bites - Year End Briefing
Finished
The financial year end is approaching and with it comes additional tasks, module close dates outside the usual monthly schedule, and queries from departments as they try to meet the deadlines. This briefing session will ensure you’re aware of year-end deadlines and changes to previous years, help you understand what the departments may be looking to finalise at various points over the year end, and give you a chance to ask questions. |
|
Mon 11 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
Tue 12 |
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. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
|
Wed 13 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
VAT and the University
Finished
This session provides you with a simple overview of the basics and how VAT applies to the University. |
|
The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager |
|
To provide an opportunity for someone from elsewhere in Finance Division to spend a half day with the Financial Systems Group to get an overview and appreciation of what they do. |
|
Thu 14 |
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite. |
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. |
|
The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager The session will be followed by the accounts forum |
|
Mon 18 |
This event is for accounts staff from the UAS and non-schools institutions. There will be a short presentation from the Finance Division team and then a session for institution specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager |
Tue 19 |
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
|
The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager |
|
Wed 20 |
VAT in relation to Research Grants
Finished
This session provides you with a simple overview of the basics and how VAT applies to the University. |
Thu 21 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager The session will be followed by the accounts forum |
|
Fri 22 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting. |
Mon 25 |
Knowledge Bites - Year End Briefing
Finished
The financial year end is approaching and with it comes additional tasks, module close dates outside the usual monthly schedule, and queries from departments as they try to meet the deadlines. This briefing session will ensure you’re aware of year-end deadlines and changes to previous years, help you understand what the departments may be looking to finalise at various points over the year end, and give you a chance to ask questions. |
How to Excel
Finished
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 Topics covered:
|
|
Tue 26 |
« Description not available » |
COGNOS: Refresher training
CANCELLED
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:
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. |
|
Thu 28 |
AAT Level 4, Professional Diploma in accounting. Students will be placed on the public day release programme with the 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 The remaining dates will be added once they have been confirmed |
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. |
|
Fri 29 |
The year end seminars this year will be run on a school basis. There will be a short presentation from the Finance Division team and then a session for school specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager The session will be followed by the accounts forum |
July 2018
Mon 2 |
How to Excel
Finished
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 Topics covered:
|
Tue 3 |
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. |
Knowledge Bites - UIS ACN Migration
Finished
The UIS are kicking off a massive project to migrate from the existing IT network which will incorporate areas such as the way we use shared drives. As the Finance Lead for this project I hope to explain a bit more about what is the ACN, timelines for this project and impact. |
|
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. |
|
Thu 5 |
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. |
Tue 10 |
Year-end for New Users
Finished
This session will cover year end processes in more detail than the road shows and will include:
|
Wed 11 |
How to Excel - Part 3 (PILOT)
Finished
This session is a pilot and only open to those who have attended the How to Excel course this year Places will be awarded on a first come, first served basis The session will look at more advanced formulas and macros using the recorder and VBA tools This course is for staff only |
Thu 12 |
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:
In this course we will not access the Grants module in CUFS. |
Fri 13 |
To provide an opportunity for someone from elsewhere in Fin Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite. |
Year end 2018 seminar - General
Finished
This event is for accounts staff from the UAS and non-schools institutions. There will be a short presentation from the Finance Division team and then a session for institution specific questions relating to the year end process. Questions and topics for discussion can be submitted in advance via your School Finance manager |
|
Tue 17 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. You are invited to bring with you any reference documents that you may have detailing your own departmental codes. |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. You are invited to bring with you any reference documents that you may have detailing your own departmental codes. |
|
To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do. |
|
Wed 18 |
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. |
Thu 19 |
To provide an opportunity for someone from elsewhere in Fin Ops to spend a day in the Central and Research Accounting Team to get an overview and appreciation of what they do including Fixed Assets, Fee Collection, Property Accounting, Trust Funds and Research Accounting. |
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
Tue 24 |
This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS. |
Thu 26 |
Getting Started in COGNOS
Finished
COGNOS is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts. 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:
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. |
August 2018
Wed 1 |
To provide an opportunity for someone from elsewhere in Finance Division to spend a half day with the Financial Systems Group to get an overview and appreciation of what they do. |
Tue 7 |
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
|
Tue 14 |
Coaching Session - Mixed
Finished
« Description not available » |
Tue 21 |
This session will provide Shared Services staff with a greater understanding of:
|
Tue 28 |
Pectus School Briefing Session
Finished
To be added. |
September 2018
Tue 4 |
This session is only open to staff who have attended the How to Excel course previously. Places will be awarded on a first come, first served basis. The session will look at more advanced formulas and macros using the recorder and VBA tools. |
Thu 6 |
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 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. |
|
Tue 11 |
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
|
To be added. Invitees can attend either UAS or Non-School |
|
Wed 12 |
How to Excel
Finished
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 Topics covered:
|
Pectus Roll out - Physical Sciences
Finished
To be added. |
|
Pectus Roll out - Technology
Finished
To be added. |
|
Thu 13 |
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. |
Pectus Roll out - Non schools
Finished
To be added. Invitees can attend either UAS or Non-School |
|
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 |
|
Tue 18 |
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
|
Wed 19 |
How to Excel
Finished
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 Topics covered:
|
This course focusses on how to use the COGNOS reporting tool to help manage departmental research grants. These reports can be divided into three main categories:
In this course the Grants module in CUFS is not accessed. |
|
Thu 20 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. You are invited to bring with you any reference documents that you may have detailing your own departmental codes. |
To be added. |
|
To be added. |
|
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. You are invited to bring with you any reference documents that you may have detailing your own departmental codes. |
|
To be added. |
|
Fri 21 |
Pectus Roll out - Clinical School
Finished
To be added. |
Tue 25 |
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
|
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 |
|
Wed 26 |
This session is only suitable for those with a good working knowledge of Excel and formulas, ideally having completed How to Excel previously Pre course work will be sent prior to the course which will assess the base level of understanding Places will be awarded on a first come, first served basis. The session will look at more advanced formulas and macros using the recorder and VBA tools. |
Thu 27 |
Getting Started in COGNOS
Finished
COGNOS is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts. 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:
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. |
Fri 28 |
Apex is a type of software being utilised in different ways within the Finance Division to create new forms, workflow and integration with CUFS. This session will provide you with an overview of the new supplier database project, as well as a look at the new on-line expenses form, projected to be LIVE by mid-October |
October 2018
Tue 2 |
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
|
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 |
|
Apex is a type of software being utilised in different ways within the Finance Division to create new forms, workflow and integration with CUFS. This session will provide you with an overview of the new supplier database project, as well as a look at the new on-line expenses form, projected to be LIVE by mid-October |
|
Tue 9 |
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
|
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 |
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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. |
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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. |
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Thu 11 |
This session is a good introduction to budgeting in the Unviersity. It 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. |
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. |
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Tue 16 |
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
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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 |
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Wed 17 |
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. |
From the start of this financial year a change has been made to the way that the Chest Allocation is entered into the accounts, it is now shown as actual income. Among other benefits this change will make it possible to use the Plan field for full system budgeting with a consistent approach for Chest and Non-Chest income. Alongside this change are new flexible COGNOS reports which have been adapted to reflect the new processes. This session will give an overview of the revised methodology and the new reports. |
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Thu 18 |
How to Excel for Finance Staff
Finished
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. Topics covered:
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Fri 19 |
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. |
Tue 23 |
Cognos: Refresher Training
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:
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. |
Thu 25 |
How to Excel for Finance Staff
Finished
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. Topics covered:
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Tue 30 |
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
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Wed 31 |
This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS. |
An opportunity for others within the Finance Division to understand how to operate the Find_Me printers around Greenwich House. |
November 2018
Thu 1 |
This session is only open to staff who have attended the How to Excel course previously. Places will be awarded on a first come, first served basis. The session will look at more advanced formulas and macros using the recorder and VBA tools. |
« Description not available » |
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This course covers the various month-end processes that need to be completed within the iProcurement module. |
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This course covers the various month-end processes that need to be completed within the iProcurement module. |
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Fri 2 |
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. |
Tue 6 |
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
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Thu 8 |
This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting. It is an ideal follow on from Managing the Budget Part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools. |
Tue 13 |
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
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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. |
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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. |
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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. |
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Wed 14 |
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. |
Thu 15 |
This session is only open to staff who have attended the How to Excel course previously. Places will be awarded on a first come, first served basis. The session will look at more advanced formulas and macros using the recorder and VBA tools. |
Tue 20 |
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
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Wed 21 |
An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of the function of the Helpdesk and the Cash Management function. |
VAT and the University
Finished
This session provides you with a simple overview of the basics and how VAT applies to the University. |
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To provide an opportunity for someone from elsewhere in Finance Division to spend some time with the Financial Systems Group to get an overview and appreciation of what they do. |
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Thu 22 |
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:
In this course we will not access the Grants module in CUFS. |
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. |
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An opportunity for others within the Finance Division to spend some time with GHOST to gain an overview of their roles and a greater appreciation of what they do. |
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Off Payroll Worker Briefing Sessions
Finished
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. |
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Tue 27 |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds. You are invited to bring with you any reference documents that you may have detailing your own departmental codes. |
An opportunity for others within the Finance Division to gain an overview of the Tax Team and a greater appreciation of what they do. |
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Wed 28 |
Getting started in Cognos
Finished
COGNOS is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts. 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:
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. |
Thu 29 |
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. |
Fri 30 |
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 |
To provide an opportunity for someone from elsewhere in Finance Division to spend a half day in the Payroll Team to get an overview and appreciation of what they do. |
December 2018
Tue 4 |
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. |
Wed 5 |
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 |
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. Topics covered:
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Thu 6 |
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. |
This session led by Finance Managers and Advisers will provide attendees with an insight into their roles and how different Schools operate. The session will be equally split between two different School teams to reflect the different approaches and demands of different sectors within the University. |
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This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting. It is an ideal follow on from Managing the Budget Part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools. |
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Fri 7 |
An opportunity to find out more about what our Assistant Director, Head of Financial Operations gets involved with. |
Mon 10 |
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:
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. |
Tue 11 |
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
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An opportunity for others within the Finance Division to spend some time with GHOST to gain an overview of their roles and a greater appreciation of what they do. |
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Wed 12 |
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. Topics covered:
|
Thu 13 |
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 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. |
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A talk by Alice Benton (Head of Education and Student Policy) and Catherine Maxwell ( Head of Student Operations): Undergraduate and graduate admissions – an overview of how the processes work, including role of the Colleges (KM) How teaching is organised at undergraduate and postgraduate levels (AB) Student support, central services and the role of the Colleges (AB) Examinations, Tripos, MPhil and PhD (KM) |
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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. |
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Mon 17 |
A talk by Alice Benton (Head of Education and Student Policy) and Catherine Maxwell ( Head of Student Operations) - more information to follow. |
This session is only open to staff who have attended the How to Excel course previously. Places will be awarded on a first come, first served basis. The session will look at more advanced formulas and macros using the recorder and VBA tools. |
|
Tue 18 |
An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of their roles and a greater appreciation of what they do. |
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. |
|
This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS. |
|
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
This course covers the various month-end processes that need to be completed within the iProcurement module. |
|
Wed 19 |
An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of the function of the Helpdesk and the Cash Management function. |
January 2019
Mon 7 |
Finance Division Knowledge Bites - Migration of Finance Division from MS Outlook to Exchange Online
Finished
As part of a wider programme of work within UIS to update the University IT infrastructure, a project is underway to move all of UAS from Microsoft Outlook to Microsoft Exchange Online. The Finance Division migration will take place on the evening of Monday 21st January. All staff are encouraged to attend to hear about the preparatory work needed to ensure this change over goes as smoothly as possible. This session supports the wider communications that will start on 2nd January to prepare for this change. |
Tue 8 |
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
|
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 |
|
Wed 9 |
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 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. |
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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. |
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AAT Alumni
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. |
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Thu 10 |
This session covers how to make a financial plan, prepare it for upload to the finance system and monitor progress against the plan. It is a practical course which will look at the techniques and systems within the University that can be used for budgeting. It is an ideal follow on from Managing the Budget Part 1 and for those who have a good working knowledge of budgeting principles and want to develop skills in using the University budgeting tools. |
An opportunity for others within the Finance Division to spend some time with GHOST to gain an overview of their roles and a greater appreciation of what they do. |
|
Finance Division Knowledge Bites - Migration of Finance Division from MS Outlook to Exchange Online
Finished
As part of a wider programme of work within UIS to update the University IT infrastructure, a project is underway to move all of UAS from Microsoft Outlook to Microsoft Exchange Online. The Finance Division migration will take place on the evening of Monday 21st January. All staff are encouraged to attend to hear about the preparatory work needed to ensure this change over goes as smoothly as possible. This session supports the wider communications that will start on 2nd January to prepare for this change. |
|
Fri 11 |
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. |