Finance Open Lab Schedule for January to June 2016

Finance Open Labs have been scheduled for January to June 2016.

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
  • Recording receipts and inspections
  • Reviewing PO/requisition information in CFS
  • Locating payment status of a Direct Payment or Reimbursement

Unless noted, majority of the labs run on Fridays from 9:00 a.m. to 11:00 a.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 15
  • January 29
  • February 5
  • February 19
  • March 4
  • March 18
  • April 1
  • April 22 ** Cancelled.
  • May 6
  • May 20
  • June 10
  • June 17
  • June 24 ** Cancelled.

Finance Open Lab Schedule for July to December 2015

Finance Open Labs have been scheduled from July to December 2015. Please refer back to this announcement for schedule changes.

Open labs are informal sessions where qualified personnel are available to assist department users who have access to the finance applications: CFS, FTS and CFS Data Warehouse report 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
    • Managing PO encumbrances
    • Assistance in reviewing financial activity in a CFS Data Warehouse report
    • Navigating the Finance website
    • Recording receipts and inspections
    • Reviewing PO/requisition information in CFS
    • Locating payment status of a Direct Payment or Reimbursement
    • Purchasing from Campus Marketplace and Staples Advantage

Unless noted, majority of the labs run on Fridays from 9:00 a.m. to 11:00 a.m. in Clark Hall 505 on each of the days listed below. Be sure to bring your login information with you.

    • July 24
    • August 21
    • September 25
    • October 9
    • November 20  ** Cancelled **
    • December 4

Employees in need of training to access the finance systems should refer to the Training section of the Finance website for finance course requirements. If you have any questions, please contact Finance Support at financeconnect@sjsu.edu or 4-1558.