培训和教程

金融及商业服务 provides training opportunities to university administrative staff and MPPs pertaining to financial, procurement and payment policies and processes. 培训是通过 formal class sessions, via 在线教程或手册, and in Finance Open Lab.

新员工——入门

• Step 1: Enroll in a Finance Training Course

  • In order to get access to our financial systems, you will need to complete a finance overview course:

    • Staff must complete FIN101金融概论 to request Level 1 Create or Level 2 Create+ access.
      
      
    • Managers and Department Chairs must complete FIN201管理人员财务概述 申请三级审批权限.

    
    请提交请求 金融及商业服务 Training.

    You may also be interested in attending our 推荐金融培训课程.

• Step 2: Request Access to the Finance Systems

  • After your required training is completed, you must submit a 财务系统访问请求表格 .

    You will be prompted to select your desired type of access in FTS. There are four options:

    • Level 1 Create: Allows department staff to create transactions.
    • Level 2 Create+: Allows department staff to create transactions and approve specific types of transactions per the DAAFE指引[pdf].
    • Level 3 Approval: Allows managers and department chairs to create and approve transactions.
    • Super User: Allows college or division staff to modify the travel approval routing structure.

    
    Once your approving official has approved the request, it will go to CMS Security and they will grant your access to 菠菜网lol正规平台's finance applications.

• Step 3: Request a ProCard and/or GoCard

  • If you are responsible for purchasing goods and services for your department, you can submit a ProCard/GoCard Application Form [DocuSign] to request a university-issued procurement card.

    1. ProCard is a credit card that can be used to procure a wide variety of low dollar items, office supplies, and limited services.
    2. GoCard is a credit card that can be used to prepay travel-related expenses related 获授权的大学旅行.

    
    The ProCard and GoCard Program Coordinators will provide a program overview before issuing your card(s).

• Step 4: Subscribe to the FinanceConnect Blog

  • All employees with financial responsibilities should subscribe to the FinanceConnect Blog to get updates regarding Finance policy and process changes.

    1. Go to the FinanceConnect Blog.
    2. Look for the Subscribe button on the bottom right of the page.
       
    3. 输入您的菠菜网lol正规平台电子邮件地址.
    4. 点击“订阅我”!”
• Step 5: Become Familiar with our 政策及指引

  • 金融及商业服务 maintains university policies and guidelines related 到财务活动. Employees should refer to the 金融及商业服务' 政策及指引 when making financial or purchasing decisions for their department.

• Step 6: Browse Resources and Ask Questions

  • Additional resources are available to employees:

    1. Review our Finance Tutorials for step-by-step instructions on finance tasks.
    2. Attend our 金融培训课程 to gain in depth knowledge about our systems.
    3. Attend a Finance Open Lab session for 1-1 assistance with Finance guidelines and processes.
    4. 联系financieconnect financeconnect@ngskmc-eis.net or 408-924-1558 for questions about Finance policies/guidelines, processes, or finance applications.

了解我们的财务系统

圣何塞州立大学 has four applications for financial activities. You can access them via the university's app portal at one.菠菜网lol正规平台.edu.

• FTS (Financial Transaction Services)

  • FTS is used for:

    • Communicating a purchase request to Contracts and Procurement Services for goods and services.
    • Sending a Direct Payment, Employee/Student Reimbursement, or Travel Reimbursement 向付款服务部门申请凭证.
    • Submitting an authorization to travel for business.
      Transferring budget and expense between chartfields.
      Paying another campus department for services received.
    • Approving purchase/payment requests and transfers.
    • Adjusting a processed payroll expense.
    • Requesting a Change Order for an open purchase order or requisition.
    • Submitting your signed ProCard and GoCard reconciliation statement to Payment Services.
• 共同财务制度

  • CFS is used for:

    • Checking the status of purchasing or payment request.
    • Reviewing and downloading your monthly statement reconciliation for purchases made with the university's ProCard or GoCard.
• CFS Data Warehouse

  • CFS Data Warehouse is used for:

    • 管理采购订单负担.
    • Projecting budget needs with year-by-year expenditure reports.
    • Monitoring and reconciling your department’s financial activity.
• CSUBUY

  • CSUBUY is used for:

    • Ordering a variety of tangible items from online storefronts (including Staples and 亚马逊)使用大学的ProCard.
    • Getting California State University (CSU) negotiated contract pricing on a wide-range of products.
• PaymentWorks

  • PaymentWorks is used for:

    • Onboarding new suppliers by collecting tax and banking information.
    • Verifying business details against third party sources.
    • Providing invoice and payment information to our suppliers.

金融培训课程

In order to access our financial systems, employees must complete the required finance introduction course. You can also take our recommended courses, which provide step-by-step instructions for specific financial activities.

• 申请财务系统培训
  • Please review the course descriptions below before requesting 金融及商业服务 Training.
• Required Courses for Finance Systems Access

  • FIN101金融概论

    Required for Level 1 Create and Level 2 Create+ system access

    This course provides an overview of 菠菜网lol正规平台 policies regarding the departmental acquisition of goods and services and finance management, as well as information about support and services provided by 金融及商业服务.

    FIN201管理人员财务概述

    Required for Level 3 Approval system access
    

    Request 金融及商业服务 Training

    This course provides an overview of the Approving Official's fiscal role and responsibilities, the financial systems used to request and approve transactions, and finance policies and guidelines.

• Recommended Courses

  • FIN102 ProCard程序概述

    [Restricted to ProCard applicants]

    This course provides an overview of the ProCard program for new cardholders. The course will cover 菠菜网lol正规平台's ProCard Manual and explain the responsibility of the cardholder to ensure purchasing transactions are in compliance with state and federal laws. This course does not cover any auxiliary ProCard programs.

    FIN103 GoCard计划概述

    [Restricted to GoCard applicants]

    This course provides an overview of the GoCard program for new cardholders. The course will cover 菠菜网lol正规平台's GoCard Manual and explain the responsibility of the cardholder to ensure travel transactions are in compliance with state and federal laws. This course does not cover any auxiliary GoCard programs.

    FIN104申请单和凭证

    This course provides instruction on how to navigate the Financial Transaction Services website to create and edit Requisitions, Direct Payments, and Employee/Student Reimbursements.

    FIN106财务数据仓库

    This course provides an introduction to the Finance Data Warehouse, which is used by departments to run financial reports. This course provides instruction and hands-on practice in navigation, creating reports, types of reports, and understanding the 报告中显示的信息.

    FIN107预算和费用转移

    This course explains when to use expense and budget transfers and demonstrates how to enter transfer journals in 金融交易服务(FTS). This course is recommended for users who requested Level 2 system access.

    FIN108人力资源费用调整

    This course instructs users on how to correct the chartfields for a prior month paycheck that has been posted within this fiscal year. This access is usually limited to one 部门/学院内的用户.

    FIN202 ProCard/GoCard Overview for Approving Officials

    This course is intended to give Approving Officials an overview of the ProCard and GoCard programs and explain how to review monthly statements and check for fraudulent activity.

    FIN301 ProCard/GoCard Reconciliation Workshop

    View ProCard/GoCard Workshop Schedule

    This is an informal drop-in workshop for anything related to ProCard/GoCard. New and current cardholders are encouraged to attend a workshop when they need assistance or have questions about the ProCard/GoCard.
    
    The first 30 minutes of the workshop will provide an overview of the reconciliation process. Afterwards, the workshop is open for cardholders to ask questions or seek assistance in completing their reconciliation.

    Defensive Driving

    This workshop reviews safe driving techniques through video, lecture, test, and personal experience. It fulfills the California State University driver training requirements. All state employees who frequently drive state vehicles should attend and successfully complete the Defensive Drivers Training Program at least once every four years.

Finance Tutorials

金融及商业服务 Open Labs

FABS Open Labs are informal sessions where personnel from 金融及商业服务 are available to answer questions from department users who have access to 菠菜网lol正规平台's finance systems. We can help with a number of topics, including:

1. Understanding procurement and finance policies and guidelines
2. Entering Requisitions or Travel Authorizations/Reimbursements in FTS
3. Ordering from CSUBUY
4. Running or reviewing CFS Data Warehouse reports
5. 管理采购订单负担
6. 完成PO变更订单请求
7. 记录收据及检查
8. 在电子发票中上传PO发票
9. Reviewing PO/Requisition information in CFS
10. Checking payment status for a PO Invoice, Direct Payment voucher or Reimbursement voucher
11. 浏览财经网站

Please note that Opens Labs do not substitute the required training for getting access to our Finance systems (CFS, FTS, and CFS Data Warehouse) or to the ProCard/GoCard.

Open Lab Schedule January - June 2024

Unless noted, sessions will be held from 2:00 p.m. to 4:00 p.m. 在下列日期:

• Friday, January 12, 2-4pm [Travel Changes]
• Friday, January 26, 2-4pm [Travel Changes]
• 2月2日，周五，下午2-4点
• 2月16日，周五，下午2-4点
• 3月8日，周五，下午2-4点
• Friday, March 22, 2-4pm [FABS Encumbrance Workshop]
• 4月5日，周五，下午2-4点
• 4月19日，周五，下午2-4点
• Friday, May 3, 2-4pm
• Friday, May 10, 2-4pm
• Friday, May 17, 2-4pm
• Friday, June 7, 2-4pm
• 6月14日，周五，下午2-4点
• 6月21日，周五，下午2-4点

No reservation is needed, just login and join us via Zoom with your questions.