Tag Archives: Finance

GL002 Web Transfer Training Scheduled

Several GL002 Web Transfers training course sessions have been set up. Please check with your upper management to determine if you need this training course. 

To enroll in any GL002 training session, you simply need to register for the GL002 class in MySJSU using the instructions in Search for a Course and Enroll in a Session (pdf).

For assistance, contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530.

GL002 Web Transfer Training
Session Date Time Location
0093 Wed, Aug 8 8:00 am to 9:30 am Clark Hall 505
0094 Wed, Sept 12 8:00 am to 9:30 am Clark Hall 505
0095 Wed, Oct 10 8:00 am to 9:30 am Clark Hall 505
0096 Wed, Nov 14 8:00 am to 9:30 am Clark Hall 505
0097 Wed, Dec 12 8:00 am to 9:30 am Clark Hall 505

FIN008 Finance Data Warehouse Training Scheduled

In support of the CFS Data Warehouse, several FIN008 CSU Finance Data Warehouse training sessions have been scheduled. These sessions provide training on the new financial data
warehouse, as well as lab time to set up report defaults and work with your own data. This training is required to gain access to the CFS Data Warehouse.

Note: Pre-enrollment in these sessions is required. You must be enrolled at least 2 business days prior to the class session so we can create your access in the database. Drop-in students will not be allowed.

To enroll in any FDW training session, you simply need to register for the FIN008 class in MySJSU using the instructions in Search for a Course and Enroll in a Session (pdf). If you do not have access to CFS, bring an MPP-signed System Access Request (pdf) form to your training session.

For assistance, contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530.

FIN008 Finance Data Warehouse Training
Session Date Time Location
0037 Thurs, July 26 1:30 pm to 3:30 pm Clark Hall 505
0038 Thurs, Aug 9 1:30 pm to 3:30 pm Clark Hall 505
0039 Thurs, Aug 23 1:30 pm to 3:30 pm Clark Hall 505
0040 Thurs, Sept 6 1:30 pm to 3:30 pm Clark Hall 505
0041 Thurs, Oct 4 1:30 pm to 3:30 pm Clark Hall 505
0042 Thurs, Nov 1 cancelled cancelled
0043 Thurs, Nov 29 1:30 pm to 3:30 pm Clark Hall 505

FIN007 Finance Overview for Managers Scheduled

Several FIN007 Finance Overview for Managers training course sessions have been set up (as listed below).  This training course is restriced to managers and academic department chairs.

To enroll in any FIN007 training session, you simply need to register for the FIN007 class in MySJSU using the instructions in Search for a Course and Enroll in a Session (pdf).

For assistance, contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530.

FIN007 Finance Overview for Managers
Session Date Time Location
0065 Wed, Aug 1 8:00 am to 9:30 am Clark Hall 505
0066 Wed, Aug 15 8:00 am to 9:30 am Clark Hall 505
0067 Wed, Aug 29 8:00 am to 9:30 am Clark Hall 505
0068 Wed, Sept 19 8:00 am to 9:30 am Clark Hall 505
0069 Wed, Oct 3 8:00 am to 9:30 am Clark Hall 505
0070 Wed, Nov 7 8:00 am to 9:30 am Clark Hall 505
0071 Wed, Dec 5 8:00 am to 9:30 am Clark Hall 505

New FTS Travel Component to Go-Live

Travel Reminder

As announced earlier this month, the new Travel Authorization and Reimbursement component in Financial Transaction Services (FTS) is scheduled to go-live Wednesday, April 4. To implement the new component, please be aware of following:

  • Complete and submit all your Travel Reimbursements by 5:00 pm Monday, April 2. Travel Reimbursements in open status after that time will be cancelled.
  • FTS will be unavailable from 12:00 Noon Tuesday, April 3 until go-live Wednesday, April 4.
  • A FinanceConnect listserv message will be sent to you once FTS is back online and live with the new component.

Activate Your Account

When the system comes back online, you will be able to sign in using your SJSUOne ID and password. If you have not yet done so, visit SJSUOne Activate Your Account. To activate your account, you will need your 9-digit SJSU ID (Tower ID), your birth date and your mailing address.

Travel Enhancements

The new Travel Authorization and Reimbursement Component feature a number of enhancements including: 

  • System sign in using your SJSUOne account with every faculty, staff and student having automatic access to this system as a Traveler
  • Paperless approval routing for both Travel Authorization and Travel Reimbursements – No more routing forms for signature!
  • Electronic submission of Travel Reimbursements, uploading supporting documentation and receipts
  • Automated email messages, communicating review, approval and submission information to travelers and Approving Officials
  • Review capability for submitted Travel Authorization and Reimbursement requests, allowing the traveler to check on the status of their request and where it is in the approval process
  • One trip number assigned, creating a correlation between the Travel Authorization and the Travel Reimbursement

Travel Tutorials

The new travel component is user friendly and training is not required. An online user guide will be available on MySJSU shortly after go-live.

Meeting for Finance Users

Details about the new Travel Authorization and Reimbursement component will be presented at:

Finance Spring 2012 What’s Up? Meeting
Wednesday, April 4
2:00 pm – 3:30 pm
ENG 189
All campus Finance users are encouraged to attend

Contact FinanceConnect

Please share this information with staff and faculty in your area, as appropriate. If you have any questions or concerns, please contact the FinanceConnect Hotline at 924-1558 or financeconnect@sjsu.edu.

Finance Open Labs Scheduled

Several Finance Open Labs have been scheduled. Open labs are informal sessions where qualified personnel are available to assist department users who have access to the Common Finance System (CFS), which includes the Finance Data Warehouse. We will also assist users who have access to Cognos Reporting and Financial Transaction Services (FTS).

Come to the open lab for help on a number of topics, including:

  • Understanding Procurement policies and guidelines
  • Entering web requisitions and travel reimbursements in FTS
  • Running a PO Life Cycle report in CFS
  • Assistance in reviewing financial activity in a Finance Data Warehouse report
  • Navigating the Procurement/Accounts Payable website
  • Recording receipts and inspections
  • Reviewing PO and requisition information in PeopleSoft

Be sure to bring your login information with you.

Finance User Open Labs
Date Time Location
Fri, Feb 10 9:00 am to 11:00 am Clark Hall 505
Fri, Feb 24 9:00 am to 11:00 am Clark Hall 505
Fri, Mar 9 9:00 am to 11:00 am Clark Hall 505
Fri, Mar 23 9:00 am to 11:00 am Clark Hall 505
Fri, Apr 6 9:00 am to 11:00 am Clark Hall 505
Fri, Apr 20 9:00 am to 11:00 am Clark Hall 505
Fri, May 4 9:00 am to 11:00 am Clark Hall 505
Fri, May 18 9:00 am to 11:00 am Clark Hall 505
Fri, Jun 1 9:00 am to 11:00 am Clark Hall 505
Fri, Jun 15 9:00 am to 11:00 am Clark Hall 505
Fri, Jun 29 9:00 am to 11:00 am Clark Hall 505

 

Employees in need of training to access any of the Finance systems (FTS, CFS and Data Warehouse) should contact the CMS Help Desk first for assistance. You can find a list of training courses that are required to access the Finance systems at Training for Employees. Please contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530 if you have any questions.