Financial Transaction Services 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.

To ensure employees obtain the correct access to FTS module(s), they should determine what their role and responsibilities are in their department before enrolling in training and submitting a request for access to FTS. Once determined, select the appropriate role when completing the System Access Request form.

Role Name

Description


Level 1


Create purchase and payment requests (e.g., Requisitions, Direct Payments, and Employee/Student Reimbursements) on behalf of the department.


Level 2


In additional to responsibilities in level 1, employee has budget and position expenditure responsibilities.


Approving Official


MPP level employees and Department Chairs. Please refer to the University's Delegation of Authority for the Approval of Financial Expenditures (DAAFE) Guidelines. 


Super User


Responsible for the set-up of Travel Approval structure in FTS.
Note: I
dentified by division Finance Advisory Council Representatives. 

 

System Training and Access

Depending on your department role and responsibilities, you may enroll in the following courses in MySJSU:

Role Name

Course Number

Course Name

Additional Information

Approving Officials

FIN007

Finance Overview for Managers

 


Level 1


FIN009

FTS001

FTS002

HR9015*


Intro to Finance

Requisitions

Vouchers

HR Expense Adjustment

Intro to Finance, Course No. FIN009, is a prerequisite to FTS001 and FTS002.

*Access to HR Expense Adjustment is optional. 


Level 2


FIN009


FTS001


FTS002


GL002

HR9015*



Intro to Finance

Requisition

Vouchers

Budget and Expense Transfers

HR Expense Adjustment

Intro to Finance, Course No. FIN009, is a prerequisite to FTS001 and FTS002.

*Access to HR Expense Adjustment is optional. 

Super User


-


-


No training required. 

 

Training is required for most FTS modules. New FTS users are required to complete all courses listed in each role. Current FTS users are required to obtain training for the module they need, if it has not been completed. Refer to Finance Training for course descriptions. 

After completion of above course(s), a System Access Request form is to be submitted by the employee to CMS Security Group (zip 0042) or delivered to Clark Hall 500.