Category Archives: Finance

Finance

Finance Open Lab Schedule

To: FinanceConnect Subscribers

From: FinanceConnect
4-1538

Message: 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 Finance System (CFS),
including Finance Data Warehouse & Cognos reports, and Financial
Transaction Services (FTS).

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

-Understanding Procurement policies and guidelines
-Entering Requisitions or Travel Authorizations/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/requisition information in CFS

All labs run on Fridays from 8:00 a.m. to 10:30 a.m. in Clark Hall 505
on each of the days listed below.  Be sure to bring your login
information with you.

July 27
Aug. 10
Aug. 24
Sept. 7
Sept. 21
Oct. 5
Oct. 19
Nov. 2
Nov. 16
Nov. 30
Dec. 14
Employees in need of training to access the Finance systems (FTS, CFS,
and Data Warehouse) should contact the CMS Help Desk first for
assistance at cmshelp@sjsu.edu .
A list of training courses required to access the Finance
systems can be found on CMS’s website- http://my.sjsu.edu/employees/training/ .
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Travel Reimbursement Supporting Documentation- Protection of Personal Information

**Original announcement posted in FinanceConnect list serv on 5/31/12**

With the implementation of our online Travel Authorization and Reimbursement component of Financial Transaction Services (FTS), we also transitioned to a paperless submission of supporting documentation (receipts, etc.); uploaded documents as opposed to hard copy.
To ensure the protection of your personal information, please note the following when preparing supporting documentation for submission:
  • The FTS Travel Component only displays a home address to the TRAVELER; it cannot be viewed by Requesters (entering transactions on your behalf), Reviewers, or Approvers.
  • Receipts, hotel invoices, etc. only reference the last 4 digits of a credit card information.
  • For documents containing personal finance information (credit card statements, bank transaction statements, etc), please black out account numbers, balances, and other personal information.
Please forward this message to staff/faculty in your department as you feel necessary. Please contact FinanceConnect with any questions or concerns.

CFS Datawarehouse Replacing Cognos July 1, 2012

**Original announcement posted in FinanceConnect list serv on 5/30/12**

REMINDER: On July 1, 2012, the CFS Data Warehouse will become SJSU’s tool for financial reporting, replacing Cognos.

The Cognos system will remain available to access historical data, but transactions dated July 1, 2012 and after will only be reflected in the CFS Data Warehouse.

If you have any questions, please contact CMS Help Desk at cmshelp@sjsu.edu  .

New! Department Organizational Change Guidelines

**Original announcement posted in FinanceConnect list serv on 4/23/12**

Over the last several months, the Finance Service Group has worked to improve the organizational structure change process. We are pleased to present our newly created Department Organizational Change Guidelines, designed to assist campus department end users in identifying tasks to complete when a change to their organizational structure occurs. The guideline provides information on identifying appropriate change types, how to request the change, and identifies tasks that may need to be completed once the change is processed.

Along with the guideline, we have a new Organization Change Request form, to submit to the University Budget Office to initiate the change process. We have also developed a Checklist, which includes the contact information and tasks which may need to be completed when an organizational change takes place.

These new resources are available on the Finance website: http://www.sjsu.edu/finance/campus_resources/dept_org_changes/index.htm

If you need assistance, please contact your Budget Analyst in the University Budget Office at 4-1558.