Finance Division Training Schedule

1. 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. Navigationis 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 Payableis 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 Excelcovers 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 Financeis 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 Finance Division Training Schedule Hilary January- 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

2. Month Courses