Finance Wants Your Feedback

From the AVP-Finance, Marna Genes

During my first three months back in Finance, I have been engaged in a comprehensive listening tour, gathering feedback from employees, customers, and peers. The conversations have been very helpful in bringing me up to speed on the status of things in Finance, and I extend a large measure of thanks to all who weighed in.

After reviewing all of the feedback received, the Finance Leadership Team prioritized two areas for improvement this year: 1) teamwork and 2) our website. Now we need your help in identifying which areas of the website to focus on first. The link below opens an anonymous survey that will take somewhere between 5 and 20 minutes to complete, depending on the extent of your finance-related responsibilities. The survey also asks how we are doing with regard to communicating with you – our customers. I hope you will take this opportunity to help us serve you better by filling out the survey. Responses will be collected through October 31, 2017.

Survey link:


SJSU Travel Guide – Revisions Released September 20, 2017

The current revisions to the Travel Guide are intended to further clarify trip information required to facilitate and to help ensure, the proper review and approval of university business travel expenses.

The revised requirements are effective as of the release date, September 20, 2017, however, Accounts Payable will not begin enforcing the changes until October 1st.  Please use this time to begin sharing this information with travelers, requestors, reviewers, approvers, and any others who would be interested in these changes, as summarized in the following table:

Section(s) Revised Summary of Revision(s) Travel Document Type Revision Date

Page 5 – Responsibilities

Traveler Responsibilities

Additional requirements or clarification:

  • Clearly state business purpose and inclusive trip date range.
  • Conference/meeting agenda.
  • “Business meeting” must identify who with and for what purpose.
  • Personal time added onto a business trip must be identified.

Travel Authorization


Travel Reimbursement



Page 12 – Rental Cars


Text added to require business justification for any rental vehicle upgrades. Travel Reimbursement



Page 25 -Appendix E

Out of State Domestic Travel Restriction

Text added to address effective date when states are added to the DOJ restricted list; current list of states shown alphabetically.




August Accounting Period Closed

For employees who track or manage department budgets, please note that the month of August 2017 is now closed in CFS.

This means that the General Ledger (GL) system will not accept any more entries with an August journal date. August transactions can still be entered into the GL system, but the journal date must be 9/1/2017 or later. The current period open is September 2017.