Category Archives: Training

Finance & Business Services Open Lab Today

This is a friendly reminder we have an Open Lab today from 2 p.m. to 4 p.m. This session will be focusing on travel changes that were discussed in our Changes to Travel Reimbursements in FTS blog post. For more information and full schedule of our FABS Open Lab, please refer to our announcement.

No reservation is needed, just login and join us with your questions.

Finance & Business Services Open Lab for January to June 2024

We have scheduled virtual Finance & Business Services Open Lab sessions for January to July 2024. Unless noted, sessions will be held from 2 p.m. to 4 p.m. on the following dates:

January 12 (Focus on travel changes)
January 26 (Focus on travel changes)
February 2
February 16
March 8
March 22  (Focus on Purchase Order Encumbrance Management).
April 5
April 19
May 3
May 10
May 17
June 7
June 14
June 21

 

No reservation is needed, just login and join us (details below) with your questions. From there, you will connect with qualified FABS staff, providing guidance and support on Finance & Business Services applications, processes and policy. Please refer back to this announcement for schedule updates. 

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 CSUBUY
  • Running or reviewing CFS Data Warehouse reports
  • Managing PO encumbrances
  • Completing a PO Change Order Request
  • Recording receipts and inspections
  • Uploading Purchase Order invoices in e-Invoice
  • Reviewing PO/requisition information in CFS
  • Checking the payment status for a PO invoice, Direct Payment or Reimbursement

Open Lab does not substitute the required training to get access to our Finance systems (CFS, FTS, and CFS Data Warehouse) or getting access to the ProCard/GoCard. For information regarding formal training, please visit the Training and Tutorial site.