Financial Transaction Services Go-Live on August 9

Finance & Administrative Technology retired the Finance Web Component on Sunday, August 8 in order to migrate to the new Financial Transaction Services (FTS). FTS go-live was Monday, August 9. If you have any questions, contact the CMS Help Desk at 408-924-1530 or cmshelp@sjsu.edu.

Finance & Reporting and PASS Open Labs

Open labs for Finance, PASS, and reporting assistance have been scheduled. Open labs are informal sessions where qualified trainers are available to assist department users with the Finance System, including Cognos, PeopleSoft, and the Finance Web Component. Come to open lab for help on a number of topics, including:

  • Running and understanding Cognos reports
  • Entering web requisitions/travel reimbursements
  • Navigating the PASS website
  • Recording receipts and inspections
  • Reviewing PO/requisition information in PeopleSoft

Note: Remember to to bring your login information with you to the lab. Please contact the CMS Help Desk at 408-924-1530 if you have any questions. Thank you.

Schedule:

  • Monday, July 7 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, July 14 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, July 20 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, July 21 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, August 4 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, August 11 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, August 25 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, September 15 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, September 22 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, October 6 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, October 20 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, November 10 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, November 17 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, December 8 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, December 15 8:30 – 11:30 a.m. Clark Hall 505

Finance & Reporting and PASS Open Labs [complete]

Open labs for Finance, PASS, and reporting assistance have been scheduled. Open labs are informal sessions where qualified trainers are available to assist department users with the Finance System, including Cognos, PeopleSoft, and the Finance Web Component. Come to open lab for help on a number of topics, including:

  • Running and understanding Cognos reports
  • Entering web requisitions/travel reimbursements
  • Navigating the PASS website
  • Recording receipts and inspections
  • Reviewing PO/requisition information in PeopleSoft

Note: Remember to to bring your login information with you to the lab.

  • Wed, April 21, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, May 5, 8:30 – 11:30 a.m., Clark Hall 505
  • Tues, May 11, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, May 12, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, May 19, 8:30 – 11:30 a.m., Clark Hall 505
  • Tues, June 8, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, June 9, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, June 16, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, June 23, 8:30 – 11:30 a.m., Clark Hall 505

Please contact the CMS Help Desk at 408-924-1530 if you have any questions. Thank you.