Monthly Archives: September 2016

August Accounting Period Close

For employees who track or manage department budgets, please note that the month of August 2016 is now closed in CFS.

This means that the General Ledger (GL) system will not accept any more entries with a August journal date. August transactions can still be entered into the GL system, but the journal date must be 9/1/2016 or later. The current period open is September 2016.

OnBase in FTS

As announced in the FinanceConnect blog, our new imaging system, OnBase, is scheduled to go-live in FTS on Thursday, September 8th.

In preparation for OnBase, the FTS system and e-Invoice portal will be unavailable to users on Friday, September 2nd from 5 p.m. to 6 p.m.

Once OnBase is successfully integrated with FTS, users will see:

  • A defined ‘File Upload’ section, including a drop-down list of document types to identify the attachments you intend to upload to Requisitions, Direct Payment and Employee/Student Reimbursement requests. See Requisition Snapshots 1 and 2 below.
  • Specifications for file upload size and type, along with browser compatibility information.
  • A defined ‘Support Documents’ section, containing a single link to view both the Requisition and the related e-Invoice (PO invoice) documents.

Using OnBase to manage our workflows means you can:

  • Reply directly to AP e-Invoice email notifications for action – no more copying text over to a new email in order to respond with your invoice approvals to pay, or receipt information!
  • Email notifications for both e-Invoice and created purchase orders will include a copy of the specified document rather than a hyperlink to click on in order to obtain a copy for your records.

As we continue moving forward with our implementation of OnBase and its many possibilities, you will continue to see and experience the advantages this new system can provide.

Click on the image to enlarge it.

Requisition Snapshot 1: File Upload section. 

FTS Upload File

Requisition Snapshot 2: Document Type selection.

Requisition Upload File Document Type

 

 

 

What Do You Want from Finance What’s Up?

The What’s Up? presentation is our opportunity to speak to the campus in person about our projects, policies, procedures, and other goings-on of the Finance Service Group which includes Accounting, Accounts Payable, Budget & Risk Management, Bursar’s, Contracts & Purchasing, Distribution Services, and FinanceConnect.

We’re asking for your help in making What’s Up? more meaningful to you!  If you’ve got suggestions for topics you would like presented by our knowledgeable staff, we would love to hear from you.  Call us or send an email; either way is fine and there’s no deadline!  Here’s how to reach us: email financeconnect@sjsu.edu or call 4-1558.

We’re looking forward to hearing from you!