Web Transfers & Finance Data Warehouse Training on June 6

Finance Training Scheduled

Two training courses have been scheduled for June 6. Both courses are intended for those employees who have not yet received this training.

GL002 Web Transfers Training

This training covers how to process web budget and web expense transfers. It also covers hospitality payments and interdepartmental transfers. Please check with your upper management to determine if web transfers are necessary for your job responsibilities.

8:30 am to 9:30 am
Thursday, June 6
Clark Hall 505

FIN008 Finance Data Warehouse Training

This training covers running department financial reports. If you are interested in attending, you must enroll in the class session 2 days prior to confirm your access.

9:30 am to 11:30 am
Thursday, June 6
Clark Hall 505

Enroll by June 4

For detailed instructions on how to enroll in a training course, view Search for a Course & Enroll in a Session (pdf).

Questions

If you have any questions, please contact Information Support Services at 408-924-1530 or info-support@sjsu.edu.

Finance Open Labs Scheduled

Open Labs

Several Finance Open Labs have been scheduled (as listed below). Open labs are informal sessions where qualified personnel are available to assist department users who have access to the Finance System (CFS), including Finance Data Warehouse and Financial Transaction Services (FTS). Come to the open lab for help on a number of topics, including:

  • Understanding Procurement policies and guidelines
  • Entering web requisitions/travel reimbursements in FTS
  • Running a PO Life Cycle report in CFS
  • Assistance in reviewing financial activity in a Finance Data Warehouse report
  • Navigating the Procurement/Accounts Payable website
  • Recording receipts and inspections

Assistance

Employees in need of training to access the Finance systems (FTS, CFS and Data Warehouse) should contact the CMS Help Desk first for assistance. For a list of training courses required to access the Finance systems, see Training for Employees. Please contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530 if you have any questions.

Schedule

Update: The October 19 Open Lab has been cancelled. We apologize for any inconvenience.

Finance Open Labs
Date Time Location
Fri, July 27 8 am to 10:30 am Clark Hall 505
Fri, Aug 10 8 am to 10:30 am Clark Hall 505
Fri, Aug 24 8 am to 10:30 am Clark Hall 505
Fri, Sept 7 8 am to 10:30 am Clark Hall 505
Fri, Sept 21 8 am to 10:30 am Clark Hall 505
Fri, Oct 5 8 am to 10:30 am Clark Hall 505
Fri, Oct 19 cancelled cancelled
Fri, Nov 2 8 am to 10:30 am Clark Hall 505
Fri, Nov 16 8 am to 10:30 am Clark Hall 505
Fri, Nov 30 8 am to 10:30 am Clark Hall 505
Fri, Dec 14 8 am to 10:30 am Clark Hall 505

 

Finance Open Labs Scheduled

Several Finance Open Labs have been scheduled. Open labs are informal sessions where qualified personnel are available to assist department users who have access to the Common Finance System (CFS), which includes the Finance Data Warehouse. We will also assist users who have access to Cognos Reporting and Financial Transaction Services (FTS).

Come to the open lab for help on a number of topics, including:

  • Understanding Procurement policies and guidelines
  • Entering web requisitions and travel reimbursements in FTS
  • Running a PO Life Cycle report in CFS
  • Assistance in reviewing financial activity in a Finance Data Warehouse report
  • Navigating the Procurement/Accounts Payable website
  • Recording receipts and inspections
  • Reviewing PO and requisition information in PeopleSoft

Be sure to bring your login information with you.

Finance User Open Labs
Date Time Location
Fri, Feb 10 9:00 am to 11:00 am Clark Hall 505
Fri, Feb 24 9:00 am to 11:00 am Clark Hall 505
Fri, Mar 9 9:00 am to 11:00 am Clark Hall 505
Fri, Mar 23 9:00 am to 11:00 am Clark Hall 505
Fri, Apr 6 9:00 am to 11:00 am Clark Hall 505
Fri, Apr 20 9:00 am to 11:00 am Clark Hall 505
Fri, May 4 9:00 am to 11:00 am Clark Hall 505
Fri, May 18 9:00 am to 11:00 am Clark Hall 505
Fri, Jun 1 9:00 am to 11:00 am Clark Hall 505
Fri, Jun 15 9:00 am to 11:00 am Clark Hall 505
Fri, Jun 29 9:00 am to 11:00 am Clark Hall 505

 

Employees in need of training to access any of the Finance systems (FTS, CFS and Data Warehouse) should contact the CMS Help Desk first for assistance. You can find a list of training courses that are required to access the Finance systems at Training for Employees. Please contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530 if you have any questions.

Change in CFS Login Process

Information Technology Services recently changed the Shibboleth login page to the new campus web template. This causes Internet Explorer to display the following message when you choose San José State University from the drop-down list on the CSU Portal to CFS and click the login button:

“This page contains both secure and non-secure items. Do you want to display the non-secure items?”

The appropriate response is to click the Yes button.

Depending upon your browser settings and screen resolution, you may need to scroll down to see the login page. You may also notice that when you type in your SJSUOne ID and password, the font is different from the one that was there earlier in the week.