Monthly Archives: July 2017

Fiscal Year 2016-17 Close

To employees responsible for budget and financial management functions, fiscal year 2016-17 is now closed in CFS (Common Financial System).  The Finance Data Warehouse may be utilized to report on the full year of 2016-17 fiscal activity.  All future transactional and budget activity should be directed to the open fiscal year, 2017-18.

For 2017-18, the Office of Budget & Financial Planning will be allocating budget to departments to support the encumbrances that were outstanding on June 30, 2017 in funds 70000 (CSU Operating); and SSETF funds (70018, 70019, and 70020).  These entries will be completed by Friday, July 21.

Fund balances on the actuals ledger will be available at the fund level  on July 21. Please note that for a specific listing of funds, CERF Funds (48xxx), Miscellaneous Trust (65183), and Auxiliary (78005 and 78006) Funds, fund balances will be posted at the division or department level.

During the coming fiscal year, the Office of Budget & Financial Planning will evaluate if and how the budget ledger may be leveraged to designate fund balance at the division and/or department level.

Thank you to everyone who contributed to a successful closing of 2016-17!

Finance Open Lab Schedule for July to December 2017

Finance Open Labs have been scheduled for July to December 2017.

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
  • Recording receipts and inspections
  • Reviewing PO/requisition information in CFS
  • Locating payment status for a Direct Payment or Reimbursement

Unless noted, labs are scheduled for Fridays from 9:00 a.m. to 12:00 p.m. in Clark Hall 505 on each of the days listed below. Be sure to bring your login information with you. Please refer back to this announcement for schedule changes.

  • July 28
  • August 4
  • August 25
  • September 1
  • September 8
  • October 13
  • October 20
  • November 3
  • November 17
  • December 1

Refer to Finance Training and Tutorials for additional information regarding training opportunities and resources for new or current employees.

If you have any questions, please contact Finance Support at financeconnect@sjsu.edu or 4-1558.

Campus Extended Zip Codes

Has your office experienced a reorganization, department name or location change? If so, and to ensure mail and packages are properly delivered in a timely manner by Distribution Services, please review the Campus Extended Zip Codes webpage to see if the correct information is reflected for your department. If the delivery information is incorrect or missing from the list, please complete the Campus Extended Zip Code Request form to update extended zips with Distribution Services. If you have any questions, please contact Sonja Bowsky at sonja.bowsky@sjsu.edu or 4-1592.