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

8 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

Thursday 5 February 2015, 9.30AM - 11.30AM B1.10 - Torridon Room, Charles Stewart House, 9-16 Chambers Street

6 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

8 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

8 places are available to book on this course.

Book online
Thursday 26 February 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 4 February 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

6 places are available to book on this course.

Book online
Tuesday 13 January 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

5 places are available to book on this course.

Book online

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 occurrences

Wednesday 25 February 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

8 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

8 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

8 places are available to book on this course.

Book online
Wednesday 11 February 2015, 9.30AM - 12.00PM Finance Training Room B2.10, Charles Stewart House

8 places are available to book on this course.

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

3 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

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

8 places are available to book on this course.

Book online
Thursday 22 January 2015, 9.30AM - 12.00PM Finance Training Room B2.10, Charles Stewart House

2 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

8 places are available to book on this course.

Book online
Wednesday 14 January 2015, 9.30AM - 11.30AM Finance Training Room B2.10, Charles Stewart House

1 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 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, 9.30AM - 10.30AM 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 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, 12.00PM - 1.00PM 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 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 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 9 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 9 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 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
Monday 2 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 2 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 2 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 2 February 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 2 February 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 2 February 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 19 January 2015, 12.00PM - 1.00PM Finance Training Room B2.10 Charles Stewart House, 9-16 Chambers Street

1 places are available to book on this course.

Book online
Monday 19 January 2015, 10.45AM - 11.45AM Finance Training Room B2.10 Charles Stewart House, 9-16 Chambers Street

1 places are available to book on this course.

Book online
Monday 19 January 2015, 9.30AM - 10.30AM Finance Training Room B2.10 Charles Stewart House, 9-16 Chambers Street

0 places are available to book on this course.

Book online
Monday 12 January 2015, 12.00PM - 1.00PM Finance Training Room B2.10 Charles Stewart House, 9-16 Chambers Street

0 places are available to book on this course.

Book online
Monday 12 January 2015, 10.45AM - 11.45AM Finance Training Room B2.10 Charles Stewart House, 9-16 Chambers Street

1 places are available to book on this course.

Book online
Monday 12 January 2015, 9.30AM - 10.30AM Finance Training Room B2.10 Charles Stewart House, 9-16 Chambers Street

0 places are available to book on this course.

Book online

What Have Finance got to do with the Student Experience?

This session will discuss some of the challenges faced by Finance when interacting with students.  Income Section do more than just collect money and Accounts Payable and Payroll add value beyond simply making regular payments to staff, students and suppliers.

The Student Experience is as important to Finance as it is to our Academic Colleagues or other high profile support areas, but difficult conversations, emotionally challenging circumstances, argumentative phone calls and emails are not as rare as you might hope:  we'd love to give you some insight about how we believe we can work better together to improve the experience students have with Finance.

The Finance Department have a set of Core Values and standards of Customer Service so this is an ideal time for us to tell you what it's like for those in the Department who deal with customers daily. 

Three of our sections will talk about the side of work the statistics can't tell you about and they'll talk aboutt how they have overcome some really hard situations, and also what Finance can do to make the student (and the staff) experience better.

Course occurrences

Wednesday 21 January 2015, 2.30PM - 3.30PM Lecture Theatre 1, 7 Bristo Square

44 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 Systems 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

Accessibility menu