Monthly Archives: July 2012

Financial Transaction Services (FTS) System Updates

In our continued efforts to improve end users’ experience using FTS, the following enhancements have been made to the Travel Component:

New for Travel Authorization/Reimbursement!

Email Notifications

  1. Requester will be copied in all email notifications generated to the Traveler.

Comments Feature

  1. Reviewers/Approvers now have the ability to enter a comment to the Traveler regardless of the Action selected (Verify, Approved, Return, and Not Approved). See snapshot below. The Traveler will be able to see these comments in FTS. Additional enhancements to the comments feature are in the works.
Lastly, changes are coming soon regarding Travel Reimbursement fields open for modification after the Traveler has submitted a request. The CSU Travel Procedures and Regulations, Number G-001, state Traveler’s reimbursement submission “must be the final entry in the submission.”  In order to comply with this rule, we will be limiting the fields a Reviewer/Approver can modify on the reimbursement request to Amount Approved and Funding Source/Chartfields only.  Of course, we will update you when this change has been finalized in FTS.
FTS Comments

Finance Open Lab Schedule for July to December 2012

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:be r of

  • 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  Cancelled
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/ .