August Accounting Period Close

For employees who track or manage department budgets, please note that the month of August 2015 is now closed in CFS.

This means that the General Ledger (GL) system will not accept any more entries with a August journal date. August transactions can still be entered into the GL system, but the journal date must be 9/1/2015 or later. The current period open is September 2015.

Finance Data Warehouse Phase 2

The FDW-P2 environment is now available for current Data Warehouse users to use and explore. Log into the CFS Data Warehouse from MySJSU and there on the CSYou page are two data warehouse buttons under the Quick Links section. The FDW-P2 button is located immediately below the “original” CFS Data Warehouse button.

FDW-P2

 

Both data warehouses will be refreshed nightly through December 2015, however the FDW-P2 data is not guaranteed to be completely refreshed until 1:00 p.m. the following day. Therefore, before 1:00 p.m. each day, the data may be two days old. After 1:00 p.m., the data will be current as of 2:00 a.m. in the morning of that same day. At the end of December, legacy Data Warehouse will be deactivated.

In preparation for FDW-P2, the CSU has posted reference guides for FDW-P2 which can be found on their website- https://csyou.calstate.edu/Divisions-Orgs/bus-fin/it/BI-DW/CFSDW/Pages/FDW-P2-Data-Warehouse-TRAIN.aspx .

In addition, Finance has scheduled several Overview of Data Warehouse P2 (Course Number: FIN013) sessions for current Data Warehouse users. If you are a brand new user to Data Warehouse who needs access to the system, then enroll in the Introduction to Data Warehouse (Course Number: FIN008) instead.

Log into MYSJSU, to enroll yourself in FIN013 or FIN008. In MySJSU navigate to: Self Service > Learning and Development > Enroll in Training Classes.

To Search by Course Number:

  1. Enter the course number (It is case sensitive.)
  2. Click the Search pushbutton.
  3. Click on the View Available Sessions hyperlink.
  4. Select the session you would like to attend.
  5. Click the Enroll pushbutton. 

 To Search by Course Name:

  1. Enter the course name (It is case sensitive.)
  2. Click the Search pushbutton.
  3. Click on the View Available Sessions hyperlink.
  4. Select the session you would like to attend.
  5. Click the Enroll pushbutton. 

Note: If you receive a message stating no results were found that match your search, please check the spelling and casing of either the Course Number or Course Name as these are case sensitive.

For previous FDW-P2 announcement:  http://blogs.sjsu.edu/financeconnect/2015/08/25/finance-data-warehouse-11g-redesign/

Please forward this message to any staff or faculty you feel should be notified.

September LCD Processing

To personnel with Labor Cost Distribution (LCD) responsibilities, this is the monthly reminder to confirm your salary information by running your LCD Setup Audit.

Any changes to the distribution of funding for payroll expenses that you would like made for September 2015 payroll must be received by Finance Support no later than Monday, September 21st at 5:00 p.m.

For temporary appointment funding changes, all requests can be emailed directly to Finance Support at finance-support@sjsu.edu .

For faculty who are on release time and/or any split funding changes, employee profile requests must be approved by the Dean’s Office prior to submittal to our office. The Release Time Authorization (RTA) form for faculty on release time with the Research Foundation should be sent to Faculty Affairs – please do not send the RTA form to Finance Support.

We cannot guarantee that requests for changes received after the deadline will be captured for the September payroll cycle.

Reminder: Payroll expenditures for Fiscal Year 2015/16 will reflect regular/negative pay for the months of July 2015 through June 2016; positive pay salary expenditures (e.g. student salary and overtime) will represent the months of June 2015 through May 2016. Positive pay for Fiscal Year 2016/17 will reflect expenditures for the twelve month period of June 2016 through May 2017.

For more information about the LCD process, please see http://www.sjsu.edu/finance/about_us/budget/budget_dev/people_budgeting/labor_cost_distribution/index.html.