Finance Open Lab Schedule for September to December 2019

Finance Open Labs have been scheduled for September to December 2019

Open labs are informal sessions where qualified personnel are available to assist department users who have access to the finance applications: CFS, FTS, Finance Data Warehouse, and Campus Marketplace. Come to an open lab for help on a number of topics:

  • Understanding procurement and finance policies and guidelines
  • Entering Requisitions or Travel Authorizations/Reimbursements in FTS
  • Ordering from Campus Marketplace and Staples Advantage
  • Running or reviewing Finance Data Warehouse reports
  • Managing PO encumbrances
  • Completing a PO Change Order Request
  • Recording receipts and inspections
  • Uploading Purchase Order invoices in e-Invoice
  • Reviewing PO/requisition information in CFS
  • Checking the payment status for a PO invoice, Direct Payment or Reimbursement

Unless noted, Open Lab is held in our new location IRC 210 from 9 a.m. to 12 p.m. on each of the days listed below. We encourage you to bring your laptop. Please refer back to this announcement for schedule and location changes.

September 6  in BBC 304

September 20 in BBC 304

October 4

October 18

November 1

November 15

December 6

 

Finance Open Lab Schedule for May to June 2019

Finance Open Labs have been scheduled for May to June 2019

Open labs are informal sessions where qualified personnel are available to assist department users who have access to the finance applications: CFS, FTS, Finance Data Warehouse, and Campus Marketplace. Come to an open lab for help on a number of topics:

  • ProCard/GoCard statement submission process
  • Understanding procurement and finance policies and guidelines
  • Entering Requisitions or Travel Authorizations/Reimbursements in FTS
  • Ordering from Campus Marketplace and Staples Advantage
  • Running or reviewing Finance Data Warehouse reports
  • Managing PO encumbrances
  • Completing a PO Change Order Request
  • Recording receipts and inspections
  • Uploading Purchase Order invoices in e-Invoice
  • Reviewing PO/requisition information in CFS
  • Checking the payment status for a PO invoice, Direct Payment or Reimbursement

Unless noted, Open Lab is held in Clark Hall 505 from 9 a.m. to 12 p.m. on each of the days listed below. Be sure to bring your login information with you. Please refer back to this announcement for schedule and location changes.

Monday, May 13 at 9:30 a.m. to 12 p.m.
Tuesday, May 21
Tuesday, May 28  ** Cancelled
Wednesday, May 29
Friday, June 7  ** Cancelled
Friday, June 14
Friday, June 21