Tag Archives: Financial Transaction Services (FTS)

Finance Open Lab Schedule

To: FinanceConnect Subscribers

From: FinanceConnect
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Message: 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 Finance System (CFS),
including Finance Data Warehouse & Cognos reports, and Financial
Transaction Services (FTS).

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

-Understanding Procurement policies and guidelines
-Entering Requisitions or Travel Authorizations/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/requisition information in CFS

All labs run on Fridays from 8:00 a.m. to 10:30 a.m. in Clark Hall 505
on each of the days listed below.  Be sure to bring your login
information with you.

July 27
Aug. 10
Aug. 24
Sept. 7
Sept. 21
Oct. 5
Oct. 19
Nov. 2
Nov. 16
Nov. 30
Dec. 14
Employees in need of training to access the Finance systems (FTS, CFS,
and Data Warehouse) should contact the CMS Help Desk first for
assistance at cmshelp@sjsu.edu .
A list of training courses required to access the Finance
systems can be found on CMS’s website- http://my.sjsu.edu/employees/training/ .
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Travel Reimbursement Supporting Documentation- Protection of Personal Information

**Original announcement posted in FinanceConnect list serv on 5/31/12**

With the implementation of our online Travel Authorization and Reimbursement component of Financial Transaction Services (FTS), we also transitioned to a paperless submission of supporting documentation (receipts, etc.); uploaded documents as opposed to hard copy.
To ensure the protection of your personal information, please note the following when preparing supporting documentation for submission:
  • The FTS Travel Component only displays a home address to the TRAVELER; it cannot be viewed by Requesters (entering transactions on your behalf), Reviewers, or Approvers.
  • Receipts, hotel invoices, etc. only reference the last 4 digits of a credit card information.
  • For documents containing personal finance information (credit card statements, bank transaction statements, etc), please black out account numbers, balances, and other personal information.
Please forward this message to staff/faculty in your department as you feel necessary. Please contact FinanceConnect with any questions or concerns.

FTS Travel Authorization/Reimbursement Email Notifications

**Original announcement posted in FinanceConnect list serv on 5/31/12.**

To help end users better identify email notifications triggered by Financial Transaction Services (FTS) Travel Authorizations and Reimbursements, we have improved the subject line description in email messages that once contained the generic header of “FTS Email”.  The new subject line description will appear for emails delivered to:

  • The Traveler when authorization or reimbursement is approved.
  • The Approver when authorization or reimbursement needs approval.
  • The Requester when authorization or reimbursement is returned.

Please forward this message to staff/faculty in your area as you feel appropriate.