Weekly Bulletin No. 827
Tuesday 1st September
- Merck M-Power Purchasing Cards
- Year end events for information
- Training - forthcoming courses
- Quick Tip – Using filters in Excel
Merck M-Power Purchasing Cards
Year end events for information
|
Date |
Module |
Task |
|
Wed 2 Sep |
GL |
Final ICC journal posted |
|
Thu 3 Sep |
REP |
Summary Reports - Interim 3 run and emailed to departments |
|
Mon 7 Sep |
REP |
Final trust fund statement sent out to departments |
|
Mon 7 Sep |
REP |
Roll forward of balances - basic |
For detailed guidance please refer to the Year End Instructions pages on the Finance Division website.
Issued by Christine Rogerson - Finance Training
Forthcoming courses (via Teams)
Tableau drop in sessions are running again. Places are available for sessions on 1 & 8 September. Please go to UTBS, to book a place.
Excel 1 & 2 has 3 places left, first session Wed 9 Sep.
Aimed at staff in a financial role, enables development of spreadsheet skills using data from CUFS.
General Ledger 1, 3 places, Wed 9 Sep.
Learn the basics of how the GL module works and how to run online account enquires in CUFS.
Quick Tip – Using filters in Excel
When you are working with large sets of data, being able to filter the data in various ways is a very useful way to make the spreadsheet more manageable. This short video looks at a few of the different options available.
Issued by Helen Parker - Training
Monthly Accounting Timetable
To view the status of the monthly process including the month end close dates please use the following link: Accounting Timetable
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