Training

The Financial Information Systems section runs a number of training courses for University staff.

Complete details of training offered is available on the Finance Department Wiki. EASE login is required to access the Wiki.

Change of location for Finance training

Please note that the Finance Training Room has moved to room B2.10 in the basement of Charles Stewart House,

Please follow the signs from reception to locate the room.

Current training courses are listed below. Places on Finance training courses can be booked through the MyEd events booking channel.

Introduction to Corporate Finance Systems

Introduction to Corporate Finance Systems in the University. The course will provide an overview of the eAuthorisations Databases, eFinancials, Internal Transfers, Webfirst, Electronic Expenses, FPM and ePay.

Please Note - there will be a £50 charge for any late cancellations for this course.

Further Details: http://www.finance.ed.ac.uk/finweb/systems/#info

Course occurrences

Tuesday 17 March 2015, 9.30AM - 12.00PM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online

Electronic Transfers (eIT) - Introduction (Hands On)

***Change of location for the Finance Training Room***

Please note that the Finance Training Room has moved to room B2.10 in the basement of Charles Stewart House

Please follow the signs from reception to locate the room.


In this "hands on" session, you will learn how to create Internal Orders, which are sent electronically to the 'Supplying' department for authorisation and action and Internal Bills, which will be sent electronically to the 'Buying' department for authorisation and payment.

The session will also cover the procedures involved when processing Electronic Transfers.

Please Note - there will be a 50 pound charge for any late cancellations for this course.

Further Details:http://www.finance.ed.ac.uk/finweb/systems/eit/

Prerequisites:None

Additional Eligibility:This session will be suitable for staff with responsibility for transferring funds, between other University depts/units, for goods and services.

Course occurrences

Tuesday 24 March 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Thursday 12 March 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

3 places are available to book on this course.

Book online

eFinancials - Raising Purchase Orders, Goods Receipting and Returning

***Change of location for the Finance Training Room***

Please note that the Finance Training Room has moved to room B2.10 in the basement of Charles Stewart House

Please follow the signs from reception to locate the room.



Using practical examples, you will learn how to raise purchase orders on eFinancials, how to print purchase orders and how to use the text fields to add detail to the orders. The session will also cover the procedures involved when raising purchase orders and Accounts Payable's involvement in the process.

This session will also cover how to receipt and return goods on eFinancials. You will also learn how to use the on-line query screen to locate order details and how to produce reports that list commitments and outstanding purchase orders.

Please Note - there will be a 50 pound charge for any late cancellations for this course.

Further Details:http://www.finance.ed.ac.uk/finweb/systems/efinancials/

Prerequisites:Introduction to eFinancials and/or a basic understanding of the University's hierarchy.

Additional Eligibility:Staff with responsibility for placing purchase orders with external suppliers and for recording goods received or returned and staff with responsibility for monitoring and reporting on, purchase orders.

Course occurrences

Wednesday 25 March 2015, 9.30AM - 12.00PM Finance Training Room B2.10, Charles Stewart House

2 places are available to book on this course.

Book online
Tuesday 10 March 2015, 9.30AM - 12.00PM Finance Training Room B2.10, Charles Stewart House

0 places are available to book on this course.

Book online

eFinancials - Introduction and Hierarchies

***Change of location for the Finance Training Room***

Please note that the Finance Training Room has moved to room B2.10 in the basement of Charles Stewart House

Please follow the signs from reception to locate the room.


The purpose of this course is to introduce you to eFinancials by looking at the use of Cost Centre, Job and Account Codes in eFinancials as well as screen formats and screen navigation.

Practical exercises are included to help you become familiar with both entering data onto eFinancials, querying information and moving around the screens.

Please Note - there will be a 50 pound charge for any late cancellations for this course.

Further Details:http://www.finance.ed.ac.uk/finweb/systems/efinancials/

Prerequisites:None

Additional Eligibility:This session is a prerequisite for users who are unfamiliar with the University's finance system.

Course occurrences

Thursday 19 March 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

0 places are available to book on this course.

Book online

Financial Systems 1-2-1 drop in session

***Change of location for the Finance Training Room***

Please note that the Finance Training Room has moved to room B2.10 in the basement of Charles Stewart House

Please follow the signs from reception to locate the room.



These 1-2-1 drop in sessions are intended to assist users in the use of the following University Financial Systems - eAuthorisations, eExpenses, eFinancials, eIT, eStores, FPM, Webfirst and Xcel Uploader. 

Please provide details of the system you are using and explain the issue (s) you are having in the booking question. Also bring LIVE examples of any queries that you require assistance with to the session.

Please Note - there will be a 50 pound charge for any late cancellations for this course.

Further Details:https://www.wiki.ed.ac.uk/x/-AxMAw

Prerequisites:LIVE User of Financial Systems

Additional Eligibility:Staff with responsibility for using any of the University Financial Systems.

Course occurrences

Monday 27 April 2015, 12.00PM - 1.00PM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 27 April 2015, 9.30AM - 10.30AM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 27 April 2015, 10.45AM - 11.45AM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 20 April 2015, 9.30AM - 10.30AM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 20 April 2015, 10.45AM - 11.45AM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 20 April 2015, 12.00PM - 1.00PM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 30 March 2015, 10.45AM - 11.45AM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 30 March 2015, 12.00PM - 1.00PM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 30 March 2015, 9.30AM - 10.30AM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 23 March 2015, 10.45AM - 11.45AM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 23 March 2015, 9.30AM - 10.30AM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 23 March 2015, 12.00PM - 1.00PM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 16 March 2015, 10.45AM - 11.45AM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 16 March 2015, 9.30AM - 10.30AM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 16 March 2015, 12.00PM - 1.00PM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online
Monday 9 March 2015, 10.45AM - 11.45AM Finance Training Room B2.10, Charles Stewart House

0 places are available to book on this course.

Book online
Monday 9 March 2015, 9.30AM - 10.30AM Finance Training Room B2.10, Charles Stewart House

0 places are available to book on this course.

Book online
Monday 9 March 2015, 12.00PM - 1.00PM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online

Finance FIS Liaison Officer Update (FLOs)

Agenda 

  • PCIDSS update on arrangements regarding the use of credit cards
  • eExpenses new system
  • Launchpad
  • Year End
  • Customer services feedback
  • Finance restructuring

The event is only for individuals designated by the Colleges/Schools as "FLOs" and who have been emailed separately. If you would like to attend but are not a "FLOs" please email FISusers@ed.ac.uk.

 

Course occurrences

Tuesday 17 March 2015, 9.30AM - 12.00PM Room 7.20 Michael Swann building

31 places are available to book on this course.

Book online

Financial Processes and Procedures

Aim of Course

The aim of this course is to provide an understanding of how the Finance Department and its various sections operate. It should also explain why following the financial procedures and processes, is vital to the University operating at maximum efficiency and effectiveness. 

It should be of interest to any staff who process financial transactions on a regular basis. 

We will take you on a journey from when you start at the University to having a good understanding of the importance of the work you do and how we can help you.

We will provide an overview of our sections procedures and financial transactions. 

Although the course is not "hands on" there will be an opportunity to discuss particular issues at the end of the session with our experienced staff from the Finance Teams

Course occurrences

Wednesday 15 April 2015, 9.30AM - 1.30PM Chancellors Building, NRIE UoE Auditorium ,Small Lecture Theatre Room Number: GU216

31 places are available to book on this course.

Book online

Finance Director's Presentation

The first quarterly Finance Director's presentation of 2015, giving an update to staff within the Finance Department and those in college offices associated with Finance business.

Lunch will be 13:00 to 13:30 and the presentation will begin at 13:30 lasting till 15:00.

Course occurrences

Friday 20 March 2015, 1.00PM - 3.00PM Debating Hall, Teviot Row House

42 places are available to book on this course.

Book online

Fraud Awareness Seminar: How to Protect your Business and your Employees

We are pleased to invite you to a Fraud Awareness Seminar: 'How to Protect your Business and your Employees' on 5th March at 11.00 in G.04, 50 George Square.

The Seminar will last about 90 minutes and is being delivered by specialists from RBS.

The event is dedicated to looking at the impact of fraud on businesses, with discussions based on actual events experienced by victims. We will aim to provide guidance and information on how you can protect your business against being a victim of fraud.

The session is aimed at all levels within the University, from Management to the operational teams undertaking the day to day tasks in your business.

This is particularly pertinent at the moment as the University and other HEIs have experienced many varied 'attacks' in recent months.

Broadly, the duscussion will cover the following topics:

  • Invoice Fraud
  • Cyber Crime
  • Business Scams
  • Emerging Threats
  • Cheque Fraud
  • Q&As

Please sign up via MyEd and come along, this should provide valuable training and insight into an issue which could affect all of us, and it will take less than 2 hours out of your day.

Course occurrences

Thursday 5 March 2015, 11.00AM - 12.30PM Screening Room G.04, 50 George Square

0 places are available to book on this course.

Book online

For more information or to arrange training please contact the Financial Information Systems helpdesk.

Financial Information Services Finance Department
Charles Stewart House
9-16 Chambers Street
Edinburgh
EH1 1HT
United Kingdom
Email:
Tel: +44 (0)131 650 2387
Fax: +44 (0)131 650 6363

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