All Finance Training courses
Showing courses 26-50 of 55
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This online course provides an overview of the use of Microsoft SharePoint to store documents and also provides access to further resources.
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
A course for departmental staff who deal with purchasing, monitoring and disposal of fixed assets.
Each department has one or more nominated Finance Key Contacts.
They take responsibility for many day-to-day interactions between the department and the Finance Division, such as:
- Requesting and amending user access to UFS
- Receiving communications and reports
- Requesting new suppliers
This course tells you all about the role of a Key Contact and what it entails.
The course should work fine on most modern Smartphones and on tablet devices too.
Once you've booked onto this course you will receive an email with the web link to access the materials.
General Ledger Transfer codes are a particular useful tool to help you to manage your departmental accounts as they allow you to use surpluses generated in one account to fund activities elsewhere.
A short online course that provides a basic introduction to the key features of Research Grants and how they are managed in the University.
Please note it does not include detailed guidance of how to apply for grants (e.g. using pFACT/X5) – please contact the Research Operations Office for advice.
This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS.
There is also a taught course available which covers the same content, there are both virtual classroom and in person dates available. if you would prefer this format you can book here
How to book with Key Travel - Travelling for research or to undertake work on behalf of the University.
This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking travel on behalf of the University. Key Travel is the University’s preferred supplier for travel management services and provides the following support for colleagues:
- Booking services (online and offline) for flights, accommodation and rail
- Group booking services
- 24/7 Traveller support
- 24/7 Emergency scanning and support
- Refund management
The primary purpose of the training session will be to walk you through the booking process using Key Travel’s online portal. However, the session will also provide you with hints and tips on how to identify the best travel options for your requirements.
How to make a group booking with Key Travel - Organising group travel for research or to undertake work on behalf of the University.
This training session, delivered by Key Travel, is open to new and experienced colleagues who are responsible for booking group travel (10 passengers or more) on behalf of the University. Key Travel’s Specialist Travel team will take you through the process of group bookings including:
- What is group travel?
- How to make a group booking with Key Travel (what information is required)
- Services available
- Benefits of booking with Key Travel
The primary purpose of the training session will be to walk you through the booking process, however, there will also be opportunities to ask questions and explore the services provided.
This is a classroom version of the Budgeting 1: Introduction to Budgeting held at Greenwich House - All delegates will need to bring a laptop (and charging cable if required)
Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.
This session introduces the theory and practice of budgeting, looking at why and how budgets can be set. Group exercises are used to prompt discussion around the types of costs that should be included in a budget and decision making when setting budgets.
The session will give an overview of the budgeting process in the university and then focus in more detail on practical tools for day-to-day budgeting.
Note: This session does not cover the detailed budgeting and rules relating to individual research grants.
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.training.cam.ac.uk/fin/event/4716069
Date | Availability | |
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Thu 31 Oct 2024 | 09:30 | [Places] |
This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.
Date | Availability | |
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Tue 19 Nov 2024 | 09:30 | [Places] |
This is a classroom version of Grants 2 held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)
Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15 minute walk and the Universal Bus stops on Madingley Road.
This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:
- Summary financial information for Projects
- Detailed expenditure analysis
- Management reports for Grants due to close
In this course we will not access the Grants module in CUFS.
Date | Availability | |
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Wed 25 Sep 2024 | 09:30 | Not bookable |
This is an in person classroom course held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)
Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15-minute walk and the Universal Bus stops on Madingley Road.
Date | Availability | |
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Tue 12 Nov 2024 | 14:00 | [Places] |
Tue 7 Jan 2025 | 09:30 | [Places] |
Booking onto this course can only be done through your department Key Contact
- They will confirm the level of access which you will require
- The course booking request will be made by them via the UFS responsibility access form
Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with links to the course/(s) that you need to complete.
iProcurement Courses Available
- Introduction to iProcurement (New for R12.2)
- iProcurement: Buyers Work Centre (New for R12.2)
- iProcurement: Approving (New for R12.2)
- iProcurement: Autocreating (New for R12.2)
A short online course covering the basic principles of procurement and purchasing, available to all University staff. This course provides sufficient information to allow staff to understand and implement the University’s Procurement and Purchasing processes and its importance to the University.
The University and all its staff have a responsibility to ensure that their dealings, and the supply chains of those who we trade with are free from any sort of modern slavery in compliance with the Modern Slavery Act 2015.
This online course guides you through some facts and figures relating to Modern Slavery and Human Trafficking and highlights warning signs you need to be aware of.
A one-day introductory in person course for new users of MS Projects.
Please note this is different to MS365 Projects and MS Projects online.
On-demand package - Chart of Accounts and Account Enquiry
This package covers the following areas:
- Account code structure
- Running an account enquiry
- Using summary templates
- Running a budget enquiry
- Self-test knowledge check (successful completion of this knowledge check will enable Finance Training to add this to your training record)
Click on this link to access the course https://www.vle.cam.ac.uk/mod/scorm/view.php?id=18767511
On-demand package - Cognos
This package covers the following areas:
- Setting up Cognos
- Setting up a report view
- Scheduling a report
- Self-test knowledge check (successful completion of this knowledge check will enable Finance Training to add this to your training record)
Click on this link to access the course https://www.vle.cam.ac.uk/course/view.php?id=202191
On-demand package - Journals
This package includes how to:
- Enter a journal
- Post a journal
- Find and reserve a journal
- Self-test knowledge check (completion of this will enable Finance Training to add the package to your training record)
Click here to log into the course https://www.vle.cam.ac.uk/course/view.php?id=202131
In order for the University to carry out financial transactions involving the acceptance of payment cards from customers we have to comply with standards as laid down by the Payment Card Industry (PCI) Security Council.
This short, online course will provide users with the information they need to process card receipts securely and in accordance with the PCI Security Standards.
This short online course will provide you with an overview of the way petty cash operates. This includes:
- An overview of petty cash
- Getting started with petty cash
- Day-to-day use and accounting for petty cash
- How to deal with any problems
Setting up a new supplier
This brief course, intended for key contacts, will explain the process of setting up a supplier, especially the documents that are required before the supplier can be set up by the supplier database team.
- Self-test knowledge check (successful completion of this knowledge check will enable Finance Training to add this to your training record)
Click on this link to access the course https://www.vle.cam.ac.uk/course/view.php?id=233591
This is an opportunity for the members of the University to go one-on-one with Tableau experts across the Business Information and Strategic Insights Team, who can help you solve challenges.
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Fri 16 Aug 2024 | 11:00 | [Places] |
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