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

FTS 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


Level 1

For employees to create purchase and payment requests (Requisitions and Vouchers: Direct Payments, and Employee/Student Reimbursements) on behalf of their department.


Level 2

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


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. 


Super User

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

 

FTS Training and Access

Based on the above FTS role, register for the required courses in MySJSU. After completing the courses, submit the System Access Request form to CMS Security Group to formally request application access. Refer to Finance Training for a complete list of classes offered by Finance.

Role Name

Course Number

Course Name

Additional Information

Approving Official

FIN007

Finance Overview for Managers

 


Level 1


FIN009

FTS001

HR9015*


Intro to Finance

Requisitions and Vouchers

HR Expense Adjustment*

Intro to Finance, Course No. FIN009, is a prerequisite to FTS001.

* For HR9015, contact Finance Support Unit at financeconnect@sjsu.edu to schedule a 1-1 training.


Level 2


FIN009


FTS001


GL002

HR9015*



Intro to Finance

Requisitions and Vouchers

Budget and Expense Transfers

HR Expense Adjustment*

Intro to Finance, Course No. FIN009, is a prerequisite to FTS001.

* For HR9015, contact Finance Support Unit at financeconnect@sjsu.edu to schedule a 1-1 training.

Super User


-


-


No training required.