Finance Training 2018-19
(Tue 14 Aug 2018 - Wed 31 Jul 2019)
Tuesday 14 August 2018
09:30 |
Coaching Session - Mixed
Finished
« Description not available » |
Tuesday 21 August 2018
14:00 |
This session will provide Shared Services staff with a greater understanding of:
|
Tuesday 28 August 2018
11:30 |
Pectus School Briefing Session
Finished
To be added. |
Tuesday 4 September 2018
09:30 |
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. |
Thursday 6 September 2018
09:30 |
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. |
13:45 |
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. |
Tuesday 11 September 2018
10:30 |
To be added. Invitees can attend either UAS or Non-School |
Wednesday 12 September 2018
09:30 |
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:
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14:00 |
Pectus Roll out - Physical Sciences
Finished
To be added. |
14:30 |
Pectus Roll out - Technology
Finished
To be added. |
Thursday 13 September 2018
09:30 |
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. |
10:30 |
Pectus Roll out - Non schools
Finished
To be added. Invitees can attend either UAS or Non-School |
Wednesday 19 September 2018
09:30 |
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:
|
13:00 |
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. |
Thursday 20 September 2018
09:30 |
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. |
10:00 |
To be added. |
11:00 |
To be added. |
14:00 |
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. |
Friday 21 September 2018
10:00 |
Pectus Roll out - Clinical School
Finished
To be added. |
Wednesday 26 September 2018
09:30 |
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. |
Thursday 27 September 2018
14:30 |
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. |
Tuesday 9 October 2018
09:30 |
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. |
13:45 |
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. |
Thursday 11 October 2018
09:30 |
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. |