Human Resources

Financial Management

Further Information

Applications supported
Course materials
Professional development FAQs

The following courses are essential for people working in financial and budgetary roles across the University.

How the University works: Overview of financial management
LET US ALL APPLY FOR OUR SHARE OF THE STIMULUS...
The workshop is designed to provide a general understanding of the University?s planning, budget and income allocation processes at both the `macro? and `micro? level of the organization.
Introduction to Fringe Benefits Tax (FBT)
Tax
This workshop is designed to assist staff to understand what a fringe benefit is, how and when they are provided to staff, and what information Financial Services (Tax Development) need to ensure accurate reporting to the Australian Taxation Office.
Introduction to Goods and Services Tax (GST)
Tax
. This workshop is designed to assist staff to understand what is a taxable supply and a creditable acquisition in the context of the University?s common transactions.
PeopleSoft: Advanced purchase order techniques for Purchasing officers
Purchase Order Management Software - Screenshot 1
This workshop is designed to provide Purchasing Officers with the skills required to carry out the role in PeopleSoft effectively.
PeopleSoft: Do-it-yourself (DIY) enquiries
Enquiries
PeopleSoft: DIY Enquiries is designed to provide participants the efficient and simple ways to address day-to-day financial enquiries from colleagues or external parties ? suppliers and customers.
PeopleSoft: Introduction to electronic purchase orders
online shopping
This introductory workshop is designed to provide participants the knowledge to raise electronic purchase orders within PeopleSoft.
PeopleSoft: Journals and Internal Funds Transfers (IFT)
Phone/Internet Charges
PeopleSoft: Journals and Internal Funds Transfer (IFT) is designed to provide participants the knowledge and tool to transfer funds or costs from a project grant to another and from a Business Unit to another.
PeopleSoft: Receipting purchase orders for Receipting officers
Exclusive: SongParts' Biggest Customer
This workshop is designed to provide participants with the knowledge to receipt and part-receipt goods or services in PeopleSoft, to cancel receipts, query receipts and utilise the backorder function to enable prompt payment of invoices as well as handy hints and tips.
PeopleSoft: Running reports and month end reviews
accordion file with cards
This workshop is designed to provide participants the knowledge and tools to run PeopleSoft reports correctly. Participants will also be equipped with a checklist and knowledge on how to align month end practice to facilitate the preparation of the reports presented to the University?s executives and committees.
Procurement at UWA
The Agile PM Game (Aug '11)
This workshop is designed to provide participants with the knowledge and understanding of the procurement policies, processes, objectives and procure-to-pay cycle of the University.
Procurement: $100,000 plus and high risk spend
High Risk Area
This workshop is designed to provide participants with the knowledge of high value/high risk procurement processes and how to get a better deal.
Concur: Travel Management System
{ Travelling woman ... }
This workshop is designed to provide participants with the knowledge to requisition and book travel using the Concur tool for yourself (the traveller) or via a travel arranger (who books travel for others). Concur contains both an on-line booking tool (Concur TRAVEL) and a consultant-assisted process (Concur REQUEST)

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