Courses for Staff

Finance training is scheduled each month and conducted by a member of the Finance Support Unit. The training list below is sorted by the finance application. Enroll in a session in SJSU@Work

 

Common Finance System (CFS)

Finance Data Warehouse

Financial Transaction Services (FTS)

 

Required 

Intro to Finance

Course No.: FIN009
Prerequisites: None
Course Requirement: Required for FTS and CFS access
Course Type:
 Presentation plus Q&A
Who should attend: Employees who order goods and services for their department. 

This course provides an overview of SJSU policies regarding the departmental acquisition of goods and services and finance management, as well as information about support and services provided by the Finance Service Group

CFS

Receipts and Inspections

Course No.: FIN902
Prerequisites: None
Course Requirement: Recommended if requesting access to CFS Receipts/Inspections module
Course Type: Presentation plus Q&A
Who should attend: This course is recommended to complete by employees who order goods and services for their department and who are requesting access to the CFS Receipts and Inspections module.

FIN902 provides an overview of receiving and inspection procedures. You will learn how to receive and inspect an item that has been marked as receivable and inspection needed on the purchase order in the Common Finance System (CFS).

ProCard/GoCard Reconciliation

Course No.: FIN903
Prerequisites:  None
Course Requirement: Recommended if requesting access to CFS ProCard/GoCard module
Course Type: Presentation plus Q&A
Who should attend: This course is recommended to complete by employees who have a ProCard and/or GoCard, or who have the responsibility of reconciling ProCard and/or GoCard statements for their department.

FIN903 provides an overview of ProCard & GoCard reconciliation procedures. You will learn how to record detailed descriptions of charges, make adjustments to ChartField distributions, print reports and review historical data. 

Finance Data Warehouse

Intro to Data Warehouse

Course No.: FIN008
Prerequisites:  None
Course Requirement: Recommended if requesting access to Finance Data Warehouse 
Course Type: Hands-on instructor led training
Who should attend: Employees who are responsible for tracking budgetary and other financial information for their department. 

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 information displayed in reports. 

Important:   This is a hands-on training and attendees must have access to Data Warehouse prior to the start of class.   To request access, please complete the System Access Request and return it to the CMS Security Group. Allow five business days to process. 

 

FTS

Requisition and Vouchers

Course No.: FTS001
Prerequisites: None
Course Requirement: Recommended for FTS Level 1 and Level 2 Roles
Course Type: Presentation plus Q&A

Who should attend: This course provides instruction on how to navigate in Financial Transaction Services (FTS) to create and edit Requisitions and Vouchers (Direct Payments and Employee/Student Reimbursements). 

Budget and Expense Transfers

Course No.: FTS005 (formerly Course No.: GL002)
Course Requirement: Recommended if requesting access to FTS Level 2 Role
Prerequisites:
  None
Course Type: Presentation plus Q&A
Who should attend: This course is recommended to complete by employees who are responsible for tracking budgetary and other financial information for their department and who are requesting access to FTS Level 2 Role.

This course provides information about the purpose of transfers and demonstrates how to enter transfer journals in Financial Transaction Services (FTS). 

HR Expense Adjustment 

Course No.: HR9015
Course Requirement: Required for access to FTS HR Expense module.
Prerequisites:
  None
Course Type: Presentation plus Q&A
Who should attend: Employees who are responsible for tracking budgetary and other financial information for their department.

Grants access to the FTS module used to correct department's chartfields for an already occurred payroll warrant.  Contact financeconnect@sjsu.edu to schedule a 1-1 training.