Finance Training - Virtual programme 2022-23

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

The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data.

Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps.

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

This is a 20 minute bookable session for Concur key contacts prior to Go Live. It is an opportunity to ask questions about the system and get some individual support on the process of creating or approving a claim.

After you have booked the slot you will receive the Teams meeting link via email

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

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

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

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

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

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

Webinar 1: For everyone

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

If none of the dates are suitable then there are two on-demand packages which can be completed instead.

Chart of Accounts and Account Enquiry https://www.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

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

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

Webinar 1: For everyone

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

If none of the dates are suitable then there are two on-demand packages which can be completed instead.

Chart of Accounts and Account Enquiry https://www.vle.cam.ac.uk/course/view.php?id=202072

Journals https://www.vle.cam.ac.uk/course/view.php?id=202131

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

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

• GL Part 2: Reporting in the General Ledger
• Grants Part 2: Grant reports in Cognos

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

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

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

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

• GL Part 2: Reporting in the General Ledger
• Grants Part 2: Grant reports in Cognos

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

Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.

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.

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.

Read only access to the marketplace can be requested by a departmental key contact. This access will allow the user to search the Marketplace and add items to a basket, the basket is then shared with a Buyer who will place the order in iProcurement.

During this session we will demonstrate the end to end process.

For the user with read only access:

• Logging in via the weblink
• Adding items to the basket
• Sharing the basket with the nominated buyer
• Standard format of the email to the buyer

For the buyer:

• Finding the shared basket
• Checks to make
• Checking out the basket