Finance & Business Services Open Lab for March to June 2022

We have scheduled virtual Finance & Business Services Open Lab sessions for March to June 2022.  Unless noted, sessions will be held from 2 p.m. to 4 p.m. on the following dates:

March 11
March 18 from 9 a.m. to 11 a.m.
April 8
April 22
May 6
May 13 from 9 a.m. to 11 a..m.
May 25
June 10 from 9 a.m. to 11 a.m.
June 17
June 24

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.

* Zoom Meeting Details *

Join from PC, Mac, Linux, iOS or Android: https://sjsu.zoom.us/j/88196312432

Or iPhone one-tap :
US: +16699006833,,88196312432# or +12532158782,,88196312432#
Or Telephone:
Dial(for higher quality, dial a number based on your current location):
US: +1 669 900 6833 or +1 253 215 8782 or +1 346 248 7799 or +1 312 626 6799 or +1 646 876 9923 or +1 301 715 8592
Meeting ID: 881 9631 2432
International numbers available: https://sjsu.zoom.us/u/kBtFdeRIG

Or an H.323/SIP room system:
H.323:
162.255.37.138
Meeting ID: 881 9631 2432

SIP: 88196312432@vip2.zoomcrc.com

Finance Open Lab Schedule for January to June 2020

** Updated 6/1/20:  Due to Shelter in Place, Finance Open Labs have been cancelled through June. If you need assistance, please contact FinanceConnect at financeconnect@sjsu.edu or 4-1558.

 

Finance Open Labs have been scheduled for January to June 2020.

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
  • 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

New ProCard/GoCard users are encouraged to attend a dedicated ProCard/GoCard Reconciliation Workshop for training and assistance.

Unless noted, Open Lab is held in our new location IRC 210 from 9 a.m. to 12 p.m. on each of the days listed below. We encourage you to bring your laptop. Please refer back to this announcement for schedule and location changes.

January 10

January 17

February 7

February 21

March 6

March 20   **Cancelled

April 3  **Cancelled

April 17 in IRC 101  **Cancelled

May 1  ** This is a  Zoom webinar that will be combined with an overview session regarding new Supplier IDs in FTS. Refer to announcement and registration for details and to register.

May 8   **Cancelled

May 15   **Cancelled

May 22  **Cancelled

June 5   **Cancelled

June 12  **Cancelled

June 19  **Cancelled

 

Finance Open Lab Schedule for September to December 2019

Finance Open Labs have been scheduled for September to December 2019

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
  • 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

Unless noted, Open Lab is held in our new location IRC 210 from 9 a.m. to 12 p.m. on each of the days listed below. We encourage you to bring your laptop. Please refer back to this announcement for schedule and location changes.

September 6  in BBC 304

September 20 in BBC 304

October 4

October 18

November 1

November 15

December 6