FTS Roles and Access

Financial Transaction Services (FTS) system is used by campus departments to:

  • communicate purchasing requests to Contracts & Purchasing Services
  • submit payment requests to Accounts Payable
  • request Travel Authorization and Reimbursements for business travel
  • transfer budget or expense from one chartfield string to another
  • adjust a processed payroll expense
  • pay for services received from another campus department

Roles

Access is granted in FTS according to roles. To ensure you obtain appropriate access, please review the table below to determine which role aligns with your job responsibilities.

Role Name Description

 

Approving Official

 

Allows MPP level employees and department chairs to approve requests. Please refer to the University's Delegation of Authority for the Approval of Financial Expenditures (DAAFE) Guidelines.

 

Level 1

 

For employees to create purchase and payment requests (Requisition and Vouchers: Direct Payments, and Employee/Student Reimbursements) for their department.

 

Level 2

 

In additional to responsibilities in Level 1, employees can create budget and expense transfers.

 

Super User

 

For employees who are responsible for the set-up of Travel Approval structure in FTS. Note: Identified by division Finance Advisory Council Representatives. 

 

Training and Access

Based on the above FTS role, training is available to employees. Register for courses in MySJSU. After course work is completed, submit the System Access Request form to CMS Security Group to formally request application access. Below is a summary of FTS courses. Please refer to Finance Training for course description.

Role Name

Course Number

Course Name

 

Approving Official 

 

FIN009*

 

Finance Overview for Managers

Level 1

FIN009* 

FTS001**

HR9015***

 

 Intro to Finance

Requisition and Vouchers

HR Expense Adjustment

 

 

Level 2

 

 

 

FIN009*

FTS001**

GL002**

HR9015***

 

Intro to Finance

Requisition and Vouchers

Budget and Expense Transfers

HR Expense Adjustment

 

Super User

 

No Training

 

No Training

 *  Required course
** Recommended course
*** Required if requesting access to the HR Expense Adjustment module.