New DocuSign Templates for Non-Employee Travel Authorization

We are excited to announce the release of two new DocuSign templates:

These forms feature conditional approval routing, making the initiation process more efficient. The first form is designed for use by all divisions [excluding Academic Affairs.] The second form is designed specifically for Academic Affairs. Please select the appropriate form based on the division of the sponsoring department.

Additionally, we have updated the
Non-Employee Travel Reimbursement Form, adding an “Amount Approved” field [screenshot below]. Since we periodically update our forms, please ensure you are using the latest version to avoid any processing delays. Do not use saved copies.

Non-Employee Travel Requests are intended for individuals who have traveled on behalf of SJSU for business purposes and are seeking reimbursement.

If you have any issues or questions, please contact the Travel Specialist, An Le.

 

NEW Journal Upload Process

What better way to start the new fiscal year than by sharing a new, streamlined journal upload request process. The Accounting Services team recently adopted an OnBase workflow to manage journal submission and approvals. After a successful soft launch with several campus stakeholders, the OnBase Journal Request Form is available via FTS and a tile in One.SJSU for campus wide use.

Use the new form to submit department journal upload and manual journal entry requests. Once submitted, the streamlined campus experience includes:

  • Automated email referencing a request ID.
  • Communications from the Accounting Services team streamlined through OnBase, via reply-to-accounting-services@sjsu.edu. 
  • Email confirmation of the completed request, with reference to CFS journal IDs as appropriate.

The Finance & Business Services website has been updated to reflect the new process. For tips on using the Journal Request form, please take a look at Quick Steps: Journal Request Process.

Please use arbilling@sjsu.edu for requests to invoice auxiliaries or outside agencies, payment collections and related inquiries.