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

download iconIntroduction and Navigation CDR01 Manual (e5 Upgrade) - Version 4, Februrary 2015
download iconPurchase Order Processing CDR02 Manual (e5 Upgrade) - Version 4, May 2015
download iconGoods Receiving CDR03 Manual (e5 Upgrade) - Version 4, May 2015
download iconRevisions CDR04 Manual (e5 Upgrade) - Version 4, July 2015
download iconSplit Analysis CDR06 Manual (e5 Upgrade) - Version 4, July 2015
download iconPurchase Order Authorisation
CDR07 Manual (e5 Upgrade) - Version 3, July 2015
Instructional video (e5 Upgrade)
download iconBudget Enquiries CDR08 Manual (e5 Upgrade) - Version 4, July 2015
download iconCustomer Invoicing CDR09 Manual (e5 Upgrade) - Version 5, April 2016
download icon Year End Housekeeping

CDR10 Manual - Version 2, January 2011

download icon Invoice Logging CDR11 Manual - Version 5, June 2018
download iconPaperclip CDR12 Manual - Version 1, June 2018

Collaborative Planning Manual

download icon Collaborative Planning

CP01 Manual - Version 2, September 2017

e5 Reporting Manual

download icon e5 Reporting

e5 Reporting Manual - Version 1, May 2018

Enter your email address to receive a notification when the article is updated
Email Address

Was this article helpful
Thank you for your feedback
How can we improve?

Related Answers