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

Wednesday 29 April 2015, 9.30AM - 12.00PM Finance Training Room B2.10, Charles Stewart House

5 places are available to book on this course.

Book online

Introduction to Webfirst

Webfirst is a Financial Information and Reporting System, which is accessed via the Web. It has been designed by the Finance Department to provide transaction, account balance and general reporting information for staff who have the following levels of financial responsibility:

- College
- School
- Subject Area
- Research Grant Holder
- Individual Budget Holder

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/webfirst/

Course occurrences

Wednesday 5 August 2015, 9.30AM - 11.30AM B1.11 - Ochil Room, Charles Stewart House, 9-16 Chambers Street

10 places are available to book on this course.

Book online
Friday 5 June 2015, 2.00PM - 4.00PM B1.11 - Ochil Room, Charles Stewart House, 9-16 Chambers Street

10 places are available to book on this course.

Book online
Tuesday 5 May 2015, 9.30AM - 11.30AM Cheviot Room Charles Stewart House - 9-16 Chamber Street

5 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 2 June 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

8 places are available to book on this course.

Book online
Wednesday 20 May 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

8 places are available to book on this course.

Book online
Thursday 23 April 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

7 places are available to book on this course.

Book online
Wednesday 8 April 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

5 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 13 May 2015, 9.30AM - 12.00PM Finance Training Room B2.10, Charles Stewart House

8 places are available to book on this course.

Book online
Tuesday 21 April 2015, 9.30AM - 12.00PM Finance Training Room B2.10, Charles Stewart House

1 places are available to book on this course.

Book online

eFinancials - Raising Sales Invoices (Invoice Writer)

In this session, you will learn how to key sales invoice details onto eFinancials.

The session will also cover the procedures involved when raising sales invoices and The Income Section's involvement in the process. Other topics include how to add new customers to eFinancials and viewing sales transactions using on-line query facilities.

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 undestanding of the University's hierarchy.

Additional Eligibility:Staff with responsibility for raising sales invoices to external customers.

Course occurrences

Tuesday 16 June 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

8 places are available to book on this course.

Book online
Thursday 21 May 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

8 places are available to book on this course.

Book online
Tuesday 28 April 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

7 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

Wednesday 5 August 2015, 2.00PM - 4.00PM Finance Training Room B2.10 Charles Stewart House, 9-16 Chambers Street

7 places are available to book on this course.

Book online
Friday 5 June 2015, 9.30AM - 11.30AM Finance Training Room B2.10 Charles Stewart House, 9-16 Chambers Street

7 places are available to book on this course.

Book online
Thursday 7 May 2015, 9.30AM - 11.30AM Finance Training Room B2.10 Charles Stewart House, 9-16 Chambers Street

7 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 11 May 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 11 May 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 11 May 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, 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 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 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, 12.00PM - 1.00PM 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

0 places are available to book on this course.

Book online

Finance Process Manager (FPM) - Introduction

Finance Process Manager (FPM) is a new browser-based routing and approval system that enables non-core users of the corporate financial system, eFinancials, the ability to generate and submit transactions, which are sent to approvers for review. Provided the transaction is approved, it is then automatically loaded into the financial system without the need for re-keying.

The purpose of the course is to provide an overview of how to process transactions using the new Finance Process Manager (FPM) System.

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

Further Details: https://www.wiki.ed.ac.uk/display/Finance/Finance+Process+Manager

Course occurrences

Wednesday 22 April 2015, 9.30AM - 11.30AM B1.10 - Torridon Room, Charles Stewart House, 9-16 Chambers Street

9 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

26 places are available to book on this course.

Book online

Travel Risks & Duty of Care Conference

The University is now a global business which involves increasing amounts of travel to destinations where pesonal safety and security can be difficult to manage.  As employers, the University has a duty of care for staff and students so good risk advice prior to travel is an essential part of planning the trip.

Come along to this Conference and hear from external speakers who will advise on how they've dealt with serious and complex situations, a speaker from our current travel management providers  as well as our travel insurers who will summarise the cover provided by our travel policy.  The Director of Health & Safety will also explain the need for travel/field work risk assessments and the vital part they play in the event of an incident.  There will also be staff in the Foyer from other areas of the University relating to travel such as Procurement, Finance and Transport.

Course occurrences

Thursday 29 October 2015, 9.30AM - 1.30PM Informatics Forum

75 places are available to book on this course.

Book online

Microsoft Office 2013 Training

What's new in Office 2013

A short demonstration session providing an overview of the new features and enhancements in Microsoft Word, PowerPoint and Excel 2013.

Course occurrences

Tuesday 31 March 2015, 2.00PM - 3.00PM Cuillin Room

0 places are available to book on this course.

Book online

Microsoft Office 2013 Training

What's new in Office 2013

A short demonstration session providing an overview of the new features and enhancements in Microsoft Word, PowerPoint and Excel 2013.

Course occurrences

Thursday 2 April 2015, 2.00PM - 3.00PM Cuillin Room

12 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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