Finance DivisionTraining Schedule

HilaryJanuary- March 2010

For more information and to book:

Online:https://secure.admin.ox.ac.uk/finance/training/bookingform.php5

Tel: 01865 616176

Email: finance.training@admin.ox.ac.uk

Address: 23-38 Hythe Bridge Street, Oxford, OX1 2ET

This schedule is colour coded to show courses of the same category. Each category is designed to start with the introductory course and finish with the most complex. It is recommended that participants attend in that order, building their knowledge at each stage.

Navigation is an introduction to the Oracle Financials system and the recommended start point for all new users

Managing Research Awards & Projects is designed for staff who need to understand Research Awards and the Projects’ process. The courses are essential for staff who manage expenditure charged to research awards and projects in Oracle Financials, and very useful for staff who are responsible for research awards. Introduction to FEC and Resolve Workshop Is designed for staff who need to have an understanding of Full Economic Costs (FEC) and who need hands-on experience of using Resolve.

General Ledger and ADI are designed for staff who use the GL. It is essential for those who enquire on, enter/approve journals, and run reports on accounts in the General Ledger, and very useful for staff who want to run reports.

Managing the Sale of Goods and Services for Accounts Receivable is designed for departmental staff with a responsibility for raising Invoices and Credit Notes for customers.

Accounts Payable is a component of the Purchase to Pay process and the course is designed for users of Oracle Financials with a responsibility for dealing with supplier invoices and credit notes.

Internal Trade: Selling is aimed at users who have the responsibility for raising Sales Invoices and Credit Notes for goods or services provided to another Oxford University department.

Purchase to Pay is designed for staff who have a responsibility for purchasing within a department, either by raising requisitions in Oracle Financials or as an approver. Delegates will be offered an appropriate combination of course modules suitable to their operational role.

Using Excel for Financial Reporting is designed for people who need to use pivot tables and download Oracle data. Managing Financials Data in Excel covers Excel data management features such as sorting, grouping, filtering and sub-totals. As well as techniques for working and reporting across multiple worksheets.

Introduction to Finance is aimed at staff who have financial responsibilities. It gives an introduction to basic financial principles and terminology without the use of jargon. Content will include an introduction to how the University is managed on a financial basis and the interactive ‘Oxopoly’ game.

Financial Planning– Actions from Month End, a run through of activities to complete the month end process

If you are unsure or wish to discuss your staff requirements, please contact the Training Team (details below).

Introduction to Departmental Projects is designed for users who are responsible for managing departmental projects, or creating/maintaining them in Divisions

Cou

rses

Month  January February March

4th-8th 11th-15th 18th-22nd 25th-29th 1st-5th 8th-12th 15th-19th 22nd-26th 1st-5th 8th-12th 15th-19th 22nd-26th 29th-31st

Navigation   12th PM 19th AM 26th AM 2nd PM 9th PM 16th AM 23rd PM 2nd PM 9th PM 16th AM 23rd PM 30th PM

Introduction to Managing Research Awards & Projects   11th AM   29th AM       25th AM       25th AM  

Managing Research Awards and Projects   14th AM     1st AM       1st AM       29th AM

Managing Research Awards and Projects: Transactions     18th AM   4th PM       3rd AM       31st AM

MRAP: Workshop       25th AM                  

Introduction to FEC and Resolve Workshop   12th PM     2nd PM     23rd PM   11th AM   23rd PM  

Introduction to General Ledger   12th AM   26th PM   9th AM   23rd AM   9th AM   23rd AM  

General Ledger   13th PM   27th PM   10th PM   24th PM   10th PM   24th PM  

Financial Planning: Actions for Month End   15th AM       11th AM       11th AM      

Introduction to Departmental Projects           8th AM         18th AM    

Introduction to Managing the Sales of Goods and Services in Accounts Receivable

    19th PM       16th PM       16th PM    

Managing the Sales of Goods and Services in Accounts Receivable

    20th PM       17th PM       17th PM    

Internal Trade: Selling     19th PM     9th PM         19th AM    

Introduction to the Purchase to Pay (P2P) Process   12th AM 19th PM 26th PM 2nd AM 9th AM 16th PM 23rd AM 2nd AM   16th PM 23rd AM 30th AM

Purchase Requisitions   13th AM 20th AM 27th AM 3rd AM 10th AM 17th AM 24th AM 3rd AM   17th AM 24th PM 31st AM

Non Standard Purchase Requisitions   14th PM 21st AM 28th PM 4th AM 11th PM 18th AM 25th PM 4th AM   18th AM 25th PM  

Migrating to iProcurement       25th PM       26th AM       22nd AM  

Purchasing Authorisation and Reporting To express an interest in attending this course please contact: finance.training@admin.ox.ac.uk

Purchasing & Payables: Month End Workshop     21st PM       15th AM   2nd PM     26th AM  

Entering Supplier Invoices and Credit Notes     22nd AM     9th AM   26th AM          

Managing Invoices on Hold       25th AM   11th AM     1st PM        

Managing Non Standard Supplier Invoices       27th AM   12th AM     4th PM        

Using Applications Desktop Integrator (ADI)           8th PM       9th AM      

Using Excel for Financial Reporting           8th AM       8th AM      

Managing Financials Data in Excel               22nd AM          

Introduction to Finance 6th AM       3rd AM       3rd AM