Finance Open Lab Schedule for January to June 2020

** Updated 6/1/20:  Due to Shelter in Place, Finance Open Labs have been cancelled through June. If you need assistance, please contact FinanceConnect at financeconnect@sjsu.edu or 4-1558.

 

Finance Open Labs have been scheduled for January to June 2020.

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

New ProCard/GoCard users are encouraged to attend a dedicated ProCard/GoCard Reconciliation Workshop for training and assistance.

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.

January 10

January 17

February 7

February 21

March 6

March 20   **Cancelled

April 3  **Cancelled

April 17 in IRC 101  **Cancelled

May 1  ** This is a  Zoom webinar that will be combined with an overview session regarding new Supplier IDs in FTS. Refer to announcement and registration for details and to register.

May 8   **Cancelled

May 15   **Cancelled

May 22  **Cancelled

June 5   **Cancelled

June 12  **Cancelled

June 19  **Cancelled

 

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