Finance Open Lab Schedule for February to April 2019

Finance Open Labs have been scheduled for February to April 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, labs are scheduled for Fridays from 9:00 a.m. to 12:00 p.m. in Clark Hall 505 on each of the days listed below. Be sure to bring your login information with you. Please refer back to this announcement for schedule changes.

  • February 1
  • February 15
  • March 1  ** Cancelled
  • March 14  ** A Thursday session from 2 p.m. to 5 p.m.
  • March 29
  • April 5
  • April 26

Please refer to Finance Training and Tutorials for required and recommended training plus resources for new and current employees.

Finance Open Lab Schedule for August to November 2018

Finance Open Labs have been scheduled for August to November 2018.

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
  • Reviewing PO/requisition information in CFS
  • Checking the payment status for a PO invoice, Direct Payment or Reimbursement

Unless noted, labs are scheduled for Fridays from 9:00 a.m. to 12:00 p.m. in Clark Hall 505 on each of the days listed below. Be sure to bring your login information with you. Please refer back to this announcement for schedule changes.

  • August 3
  • August 31
  • September 7
  • October 5
  • October 12
  • November 2
  • November 16

Please refer to Finance Training and Tutorials for required and recommended training plus resources for new and current employees.

If you have any questions, please contact Finance Support at financeconnect@sjsu.edu or 4-1558.

Finance Open Lab Schedule for January to June 2018

Finance Open Labs have been scheduled for January to June 2018.

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
  • Reviewing PO/requisition information in CFS
  • Checking the payment status for a PO invoice, Direct Payment or Reimbursement

Unless noted, labs are scheduled for Fridays from 9:00 a.m. to 12:00 p.m. in Clark Hall 505 on each of the days listed below. Be sure to bring your login information with you. Please refer back to this announcement for schedule changes.

  • January 12
  • February 2
  • February 23
  • March 9
  • March 23
  • April 6
  • April 20
  • May 11
  • May 18
  • June 1
  • June 15
  • June 29

Refer to Finance Training and Tutorials for additional information regarding training opportunities and resources for new or current employees.

If you have any questions, please contact Finance Support at financeconnect@sjsu.edu or 4-1558.