Tag Archives: Financial Transaction Services

Web Transfers & Finance Data Warehouse Training

Finance Training Scheduled

Two training courses have been scheduled for July 11. Both courses are intended for those employees who have not yet received this training.

GL002 Web Transfers Training

This training covers how to process web budget and web expense transfers. It also covers hospitality payments and interdepartmental transfers. Please check with your upper management to determine if web transfers are necessary for your job responsibilities.

8:30 am to 9:30 am
Thursday, June 11
Clark Hall 505

FIN008 Finance Data Warehouse Training

This training covers running department financial reports. If you are interested in attending, you must enroll in the class session 2 days prior to confirm your access.

9:30 am to 11:30 am
Thursday, June 11
Clark Hall 505

Enroll by June 8

For detailed instructions on how to enroll in a training course, view Search for a Course & Enroll in a Session (pdf).

Questions

If you have any questions, please contact Information Support Services at 408-924-1530 or info-support@sjsu.edu.

Web Transfers & Finance Data Warehouse Training on June 6

Finance Training Scheduled

Two training courses have been scheduled for June 6. Both courses are intended for those employees who have not yet received this training.

GL002 Web Transfers Training

This training covers how to process web budget and web expense transfers. It also covers hospitality payments and interdepartmental transfers. Please check with your upper management to determine if web transfers are necessary for your job responsibilities.

8:30 am to 9:30 am
Thursday, June 6
Clark Hall 505

FIN008 Finance Data Warehouse Training

This training covers running department financial reports. If you are interested in attending, you must enroll in the class session 2 days prior to confirm your access.

9:30 am to 11:30 am
Thursday, June 6
Clark Hall 505

Enroll by June 4

For detailed instructions on how to enroll in a training course, view Search for a Course & Enroll in a Session (pdf).

Questions

If you have any questions, please contact Information Support Services at 408-924-1530 or info-support@sjsu.edu.

Finance Open Labs Scheduled

Open Labs

Several Finance Open Labs have been scheduled (as listed below). Open labs are informal sessions where qualified personnel are available to assist department users who have access to the Finance System (CFS), including Finance Data Warehouse 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/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

Assistance

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

Schedule

Update: The October 19 Open Lab has been cancelled. We apologize for any inconvenience.

Finance Open Labs
Date Time Location
Fri, July 27 8 am to 10:30 am Clark Hall 505
Fri, Aug 10 8 am to 10:30 am Clark Hall 505
Fri, Aug 24 8 am to 10:30 am Clark Hall 505
Fri, Sept 7 8 am to 10:30 am Clark Hall 505
Fri, Sept 21 8 am to 10:30 am Clark Hall 505
Fri, Oct 5 8 am to 10:30 am Clark Hall 505
Fri, Oct 19 cancelled cancelled
Fri, Nov 2 8 am to 10:30 am Clark Hall 505
Fri, Nov 16 8 am to 10:30 am Clark Hall 505
Fri, Nov 30 8 am to 10:30 am Clark Hall 505
Fri, Dec 14 8 am to 10:30 am Clark Hall 505

 

Travel Open Labs Scheduled—Updated

  • Update on May 1: We have added an additional open lab scheduled for May 9. See table below for details.
  • Update on April 17: The open lab scheduled for April 18 has been cancelled. We apologize for any inconvenience.

Several Travel Open Labs have been scheduled. These are informal sessions open to all faculty and staff that use Travel Authorizations and Reimbursements in Financial Transaction Services.

No registration is needed. See schedule below. The first hour will be dedicated to presenting an overview of the new Travel Component. The remaining 2 hours will be reserved for questions and assisting users to create Travel Authorizations and Reimbursements.

Travel Open Labs
Date Time Location
Thurs, April 12 9:00 am to Noon Clark Hall 505
Wed, April 18 1:00 pm to 4:00 pm Cancelled
Wed, April 25 1:00 pm to 4:00 pm Clark Hall 505
Wed, May 2 9:00 am to Noon Clark Hall 505
Wed, May 9 1:00 pm to 4:00 pm Clark Hall 505