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Finance Training Courses Overview

This table provides a guide to the courses that staff may undertake depending on the skills they require or what they would like to learn.

Finance System Courses

Course

Details

Status

Book
eFinancials - Introduction and Hierarchies

Introduces 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 entering data onto eFinancials and moving around the screens.

 Mandatory Training Course
eFinancials -  Raising Purchase Orders, Goods Receipting and Returning

eLearn - eFinancials - Raising Purchase Orders, Goods Receipting and Returning

Using the University’s Corporate Finance system – eFinancials.  Learn how to raise purchase orders, goods receipt and return with eLearning.

Instructions on how to Self- Enrol are found here.

 Mandatory

eLearn Course

*Not compatible with Internet Explorer
eFinancials - Raising Sales Invoices

You will learn how to key sales invoice details onto eFinancials.

It will cover

  • The procedures involved when raising sales invoices and The Income Section's involvement in the process.
  • How to add new customers to eFinancials and viewing sales transactions using on-line query facilities.
 Mandatory

eLearn Course

*Not compatible with Internet Explorer
Electronic Transfers (eIT) -Introduction (Hands On)

"Hands on" training

Review the detailed procedures and processes in raising, approving and reconciling internal transfers.

 Recommended Training Course
Introduction to using ePay Administration

Overview of ePay and its functionality

How to set up and manage Events and Products Reporting

 Recommended Training Course
Finance Process Manager (FPM)

Provides an overview of how to process transactions using FPM.

 Recommended Training Course
Introduction to Corporate Finance Systems

Provides an overview of our corporate financial systems including eAuthorisations, electronic internal transfers (eITs), eFinancials, WebFirst, electronic expenses (eExpenses), Finance Process Manager (FPM), online shop and event booking (ePay), Worktribe etc.

 Recommended

Prezi Presentation

*Not compatible with Internet Explorer
Introduction to Webfirst

Provides an understanding of WebFIrst reports.

 Recommended Presentation
BI Suite : Basics

The course covers:

  • What is BI Suite and navigating the BI Launchpad.
  • How data is gathered - Looking at Universes
  • Viewing and refreshing Web Intelligence (WEBI) documents.
  • Exporting data, sending documents to colleagues and scheduling documents.
  • Adding breaks, sections, sorts and filters to your data.
  • Adding reports, tables, objects and cells to your document.
  • Changing text and backgrounds.
  • Tracking changes to your data
 Recommended Training Course
BI Suite : Beyond the Basics

The course covers:

  • Working with Data Tools.
  • Applying Formulas and Variables
  • Adding Tables and Charts.
  • Drilling data.
  • Using alerters.
  • Applying report filters.
  • Tracking changes to your data.
  • Grouping data.
  • Ranking
 Optional Training Course

Financial Skills Development Courses

Course

Details

Status

Book
Finance Induction
 This course is intended to give a high level overview of university finance, financial controls, financial accountability, ethical dimension to finance and financial responsibilities. Mandatory Presentation
Finance for Non-Financial Managers

The purpose of this course is to provide an understanding of :

  • Financial reporting cycle
  • How to interpret some basic financial information
  • Jargon buster and key accounting concepts
  • Differences between management and statutory accounts
  • Essential elements of a Balance Sheet, Profit and Loss Account and Cash Flow Statement
  • Where universities money comes from, and what its spent on
  • Importance of internal controls
  • Basic financial ratios
 Recommended Presentation
Payment Card Industry Standards

The training covers:

  • Introduction to the security standards
  • Cardholder data around the institution
  • Locations, systems and processes affected
  • Common vulnerabilities and types of attack
  • Securing point-of-sale devices
 Mandatory Training Course
The University's Planning Process

Come along to find out about:

  • the University’s planning process
  • planning timetable
  • key assumptions
  • research allocation model
 Recommended Presentation
Writing a Business Case
 A business case is intended to convince key decision-makers of the merits of a project or course of action. It is needs to be clear to allow decision-makers to determine the best course of action. Recommended Presentation
Fraud Awareness
 The purpose of this course is to raise awareness of the risk of fraud and highlight some of the key controls we have in place to mitigate this risk. The course will have a practical focus to enable you to take good practice to your workplace. Mandatory Training Course
Managing a Budget (excluding research grants)
 The aim of this course is to provide budget holders with an overview of how to manage non-research budgets. The course will cover the theory and practice of budgetary control, provide an overview of budgeting procedures, profiling, current budget monitoring reports, sources of information, and how to interpret them. Recommended Presentation
Managing a Budget - Advanced
 The aim of this course is to provide more advanced information on budget monitoring and reporting. The course will cover the more advanced reporting options and systems that can be used to monitor budgets including eFinancials, Business Objects Suite and eAnalyser. It will look at the type of reports that are available and how to interpret them. WebFirst will not be covered on this course. Recommended Presentation
Managing a Research Grant - Post Award
 The aim of this course is to provide users with an overview of how to manage budgets. The course will cover the theory and practice of budgetary control, provide an overview of research budgeting procedures, review current budget monitoring reports, sources of information and how to interpret them. Recommended Presentation
Managing an EU Research Grant Budget
 To gain an understanding of how to manage an EU research grant budget (post award) Recommended Presentation
Forecasting Research Grants Overheads
 The purpose of this course is to provide financial administrators with an overview of how to forecast research grant overheads.

Recommended

 Presentation
University VAT
 University VAT rules are complex. Come along to hear our Tax and VAT manager make sense of them. Recommended Presentation
Salary Forecasting
 This course provides an overview of forecasting salary costs.

Recommended

Presentation
Introducing Internal Audit
 Come along to hear a presentation by the Head of Internal Audit and learn about what they do. Optional

Presentation
Managing your Endowment
 Confused by endowments? Let us enlighten you.

Recommended

Presentation
The Mechanics
 This is a more technical course aimed at those who have an interest in finding out more about the accounting entries made for the most common types of transactions

Recommended

Presentation
Transaction Reporting
 Anyone who has responsibility for monitoring the purchase, payments made and income received.

Recommended

Presentation
Financial Appraisal Techniques
 The purpose of this course is to understand how to use project appraisal techniques of Discounted Cash Flow, Payback and Internal Rate of Return and how to use the University’s project costing model in support of business cases.

Recommended

Presentation
Housekeeping for Financial Transactions
 Come along to find out about housekeeping your financial transactions in time for year end.

Recommended

Presentation
Costing and Managing a Small Project
 The course is open to anyone managing a small project budget and is intended for people who have no/limited previous finance experience.

Recommended

Presentation
Presenting Financial Data in Reports, Charts and Tables
 To provide an overview of Do's and Don'ts when presenting financial data in reports, charts and tables and gain an understanding of how to present figures effectively. Optional

Presentation
Transparent Accounting
 Come along to find out about the transparent accounting process in the University, what it is and what it is used for.

Recommended

Presentation
Forecasting
 This is a more technical course for those having to provide estimates for schools and colleges.

Recommended

Presentation
Payments to Individuals
 Come along to this course to find out about how to correctly make payments to individuals, whether though payroll or Accounts Payable. 

Recommended

Presentation
Workshop: Introduction to Accounts Payable
 To have an understanding of the basic AP processes for processing invoices Optional

Presentation
Delegated Scheme of Authority
 Come along to hear Internal Audit talk about the updated scheme and the key  changes. Recommended

Presentation
Common Problems with Purchase Order Processing and How to Solve them
 Come along to join our workshop on advanced problems solving for purchase order processing

Recommended

Training Course
Role of the College Accountant
 Come along to hear about the role of the College Accountant in the University. Ivor McArdle, College Accountant in MVM will give a short overview of his role, key challenges and responsibilities.

Recommended

Presentation
Foreign Currency Payments
 Come along to this course to find out about how to make payments in a foreign currency.

Recommended

Presentation
My Finances
 Guide to your pension and pension benefits, your pay and payroll and your expenses.

Recommended

Presentation
Insurance
 This is chance for you to find out more on the University's insurance arrangements from what we cover, how we decide what to cover and some of the figures involved. 

Recommended

 Presentation
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.The course will cover year end system/processing cut off dates, accrual/prepayment/restricted fund rules, systems house-keeping and invoice processing.

Recommended
Presentation
Risk Management

Come along to hear about managing risk in the University.

Recommended
Presentation
Business Ethics

This course will explore business ethics in managing university finance and will look at guidance available around this. The course will also have some practical examples of situations where the lines between what is the right and wrong are blurred.

 Recommended Presentation

 

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