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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.

• Finance Training on the Finance Department Wiki

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

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 occurences

Electronic Expenses Management System (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.

The purpose of the course is to provide guidance on how to process expense claims using the new Electronic Expenses Management System. This will include an overview of policy together with a review of the system and hands on exercises.

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/eExpenses/index.cfm

Prerequisites:None

Additional Eligibility:This session will be suitable for staff who have to reclaim their own expenses or claim expenses on behalf of other members of staff using the proxy user access.

Course occurences

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 occurences

Financial Processes and Procedures

The aim of this course is to provide an overview of financial procedures and processes.  The course will give and overview of the various finance departments and will cover eAuthorisations, charts of account, payroll including ad hoc payments, overtime and scholarships, purchase invoice processing, eExpenses, advances of expenses, sales invoicing, income collection, petty cash, cash handling and insurance.

This course is intended for any staff who process financial transactions on a regular basis.  The course is not "hands on".  It is intended to provide an overview of procedures to follow when processing financial transactions. 

The course will be presented by staff from the Finance Department.

Course occurences

Year end Procedures

This course will go over the procedures for the year end close down, explain why they are necessary and how to do them.

Course occurences

Year end Procedures

This course will go over the procedures for the year end close down, explain why they are necessary an how to do them.

Course occurences

Learning the Business - May Session

We welcome the opportunity in having Jon Moon's considerable experience by hosting one of his training sessions here at the University. His presentational talk by this known author of "How to make an impact", will enhance skills and make an impact on any presentation. Find out about 'WiT' and how it can be used instead of bullet points to give documents a much greater impact, and other useful tools. Spaces are likely to go quickly so be sure to book now.This will be followed by lunch in the Lorimer Room.

Course occurences

Writing for the Web Overview

Shona Matchett from Information Services is presenting a Writing for the Web overview on Friday 24th May at 11.00 to 13.00 in the Torridon Room. 

This is a non-technical course and is suitable for anyone who wishes to write, edit and publish online content.

This event is for Finance Department staff only.

Course occurences

Director of Finance Presentation 2nd quarter(only for staff in Finance Department)

Course occurences

Insurance Conference

Do you look after staff, students, equipment or other resources and are they properly insured? Come along and find out about the University's insurance policies.
This half day event is aimed at raising staff awareness about the University's insurance programme. There will be speakers from the insurance world and the University who will help demystify insurance and provide interesting insights into what can go wrong and why. The Conference is aimed at highlighting what you need to know and do in order to make sure that staff, students and property are properly covered.. Refreshments will be provided.

Course occurences

• MyEd login

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

This article was published on Jul 24, 2009

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