This article contains information for University staff only.

e5 and Collaborative Planning are financial management systems used by the University to provide an integrated solution to various finance-related needs. These include statutory financial accounting, management accounting and budgetary control, aiding the procurement process, payment of suppliers and employee expenses, and supporting credit control functions. The following article includes the manuals and resources available to support your use of the system. For further information please contact Mark Gledhill and check the Finance Intranet pages.

IT Training has prepared a selection of standard PDF manuals to support you.

e5 Manuals 

 Introduction and Navigation  CDR01 Manual (e5 Upgrade) - Version 4, Februrary 2015
 Purchase Order Processing   CDR02 Manual (e5 Upgrade) - Version 4, May 2015
 Goods Receiving  CDR03 Manual (e5 Upgrade) - Version 4, May 2015
 Revisions   CDR04 Manual (e5 Upgrade) - Version 4, July 2015
 Split Analysis   CDR06 Manual (e5 Upgrade) - Version 4, July 2015
 Purchase Order Authorisation   
CDR07 Manual (e5 Upgrade) - Version 3, July 2015
Instructional video (e5 Upgrade)
 Budget Enquiries   CDR08 Manual (e5 Upgrade) - Version 4, July 2015
 Customer Invoicing   CDR09 Manual (e5 Upgrade) - Version 5, April 2016
  Year End Housekeeping 

 CDR10 Manual - Version 2, January 2011

 

Collaborative Planning Manuals 

  Collaborative Planning 

 CP01 Manual - Version 2, September 2017


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