(For staff allocated PD funds & Internal Grants)
Target Audience
- Administrative
Staff and Cost Centre Managers Administrative,
secretarial and clerical staff including purchasing officers. This group
would also include Cost Centre Managers and supervisors.
- Divisional/Portfolio Management Divisional Managers, Heads of School & Unit
Managers, Centre & Group Leaders, Institute Leaders & School
Executive Officers.
- Academics & Researchers (this should include Deans of Research/Teaching
& Learning and Research Office staff)
- Other
Interested Parties
Duration
Prerequisites
Essential
§
None
Recommended
§
None
Course Goals
- This will give administrators and owners of PD
and Internal Grants an understanding of the new ledger and its increased
reporting functionality.
- It will also increase the awareness of a range of
very strict controls and Business Rules that need to be communicated and
adhered to.
Course Objectives
- To gain an in depth understanding of the PD
sub-ledger. How it works and reporting functionality.
- The PD Ledger has increased the transparency of
the spending on PD and Internal Grant activities. With this there are new
Business Rules and procedures that need to be adhered to. Participants
will have a sound knowledge of these rules and the
ramifications/consequences if they are breached.
Course Content
§
Overview of Ledger Structures and Ledger Rules Examining the purpose of each ledger (PD in more
detail).
§
Ledger Rules/Business Rules/Standardisation Detailed explanation of the Ledger and Business
Rules that effect Professional Development activity.
§
Responsibilities and Accountabilities What is considered appropriate expenditure? ; GST
and FBT implications/codes; VC Authorisations.
§
Reporting
A brief run through of the types of reports
§
Item codes (Brief) New Item Codes and Descriptions: When to use particular item codes
and when not to use other item codes
Software Component
- Finance One references only
Notes