Tag Archives: Financial Transaction Services

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.

Fall ’11 Finance & PASS Open Labs – Updated 12/1

Update 8/23/11: Rooms have been changed as shown in bold below.

Update 8/26/11: Due to priority training, the Finance & PASS Open Lab for Friday, September 9 is cancelled.

Update 12/2/11: Unfortunately, the Finance & PASS Open Labs for December 9 and 16 have been cancelled.

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, Oracle/PeopleSoft Legacy, and Financial Transaction Services (FTS). 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 bring your login information with you to the lab.

Finance & PASS Open Labs
Date Time Location
Friday, August 12 8:30 a.m. to 11:30 a.m. Clark Hall 503
Friday, August 19 8:30 a.m. to 11:30 a.m. Clark Hall 503
Friday, September 9 8:30 a.m. to 11:30 a.m. cancelled
Friday, September 23 8:30 a.m. to 11:30 a.m. Clark Hall 503
Friday, October 7 8:30 a.m. to 11:30 a.m. Clark Hall 505
Friday, October 21 8:30 a.m. to 11:30 a.m. Clark Hall 505
Friday, November 4 8:30 a.m. to 11:30 a.m. Clark Hall 505
Friday, November 18 8:30 a.m. to 11:30 a.m. Clark Hall 505
Friday, December 9 8:30 a.m. to 11:30 a.m. cancelled
Friday, December 16 8:30 a.m. to 11:30 a.m. cancelled

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.