Guidance on Courses

The training you need depends on your role. For more information, please refer to guidance on courses on the Training home page

The tables below set out the available training courses by role or you can check the full list of courses.

Course timings

  • Introduction courses take 2 to 3 hours.
  • IT Classroom sessions take 3.5 hours each.

Please select which module you require from the list below

Accounts Payable roles

Internal Trade

Processing purchases and sales between University Departments

  • For courses and pre-requisites for this role, click here
  • For Access Request forms, please click here
  • To book onto courses, please click here

Accounts Payable Enquiry

Viewing and reporting on Accounts Payable.

  • For courses and pre-requisites for this role, click here
  • For Access Request forms, please click here
  • To book onto courses, please click here

Accounts Payable

Entering invoices for payment

  • For courses and pre-requisites for this role, click here
  • For Access Request forms, please click here
  • To book onto courses, please click here

Accounts Receivable roles

Receivables Enquiry

Viewing and reporting on Accounts Receivables.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

Receivables

Raising sales invoices to send to the customer.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

Internal Trade

Entering invoices for ‘sales’ to Oxford University Departments.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

General Ledger roles

General Ledger Enquiry

Viewing and reporting on General Ledger activities.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

General Ledger

Raising journals in Oracle.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

Approvals

To approve purchases and journals.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

OnLine Stores

Online Store – Using the Store

Reviewing and reporting on the University’s Online Store activity for your Department.

  • For courses and pre-requisites for this role, click here
  • For Access and to book onto courses, please contact the Online Store Team in Cashiers

Online Store - Products

Creating and editing Products, questionnaires and categories for your Department.

  • For courses and pre-requisites for this role, click here
  • For Access and to book onto courses, please contact the Online Store Team in Cashiers

Online Store – Short Courses

Creating and editing Short Courses, questionnaires and categories for your Department.

  • For courses and pre-requisites for this role, click here
  • For Access and to book onto courses, please contact the Online Store Team in Cashiers

Project roles

Project Enquiry

Viewing and reporting on Projects activities within the Department.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

Project Manager

Viewing and reporting on Projects activities where you are a named member.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

Project – Departmental User

Entering and managing Projects activities.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

Purchasing Roles

Approver

To approve purchases and journals.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

Buyer

To administer the purchasing process.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

Goods in

Only to receipt the arrival of goods in Oracle.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

Preparer

To raise, edit and code purchases in Oracle.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

Preparer formerly Shopper

To raise, edit and code purchases in Oracle.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

Reviewer

To give formal, non-financial approval to purchases.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

Shopper

To select items for purchase.

  • For courses and pre-requisites for this role, click here
  • For Access Request Forms, please click here
  • To book onto courses, please click here

Other Finance Courses

  • FSG Distribution
  • Introduction to Finance
  • Introduction to Tendering Part 1
  • Introduction to Tendering Park 2
  • Invoicing External Sales – Optional Extras
  • Month End Reporting
  • Projects Workshop
  • Purchasing & Payables Workshop
  • Shopping Optional Extras
  • Tender Exemptions
  • Trading Activities Workshop
  • Trust Funds
  • XL Connect