Training and Tutorials

Finance and Business Services provides training opportunities to university administrative staff and MPPs pertaining to financial, procurement and payment policies and processes. Training is offered through formal class sessions, online tutorials or manuals, and in Finance Open Lab.

New Employees - Getting Started

Learn about our Finance Systems

San José State University has four applications for financial activities. You can access them via the university's app portal at one.SJSU.edu.

Finance Training Courses

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.

Finance Tutorials

Application Available Tutorials
Financial Transaction Services (FTS)

Procurement/Purchases

Payments

Transfers

Travel

Common Finance System (CFS)
CFS Data Warehouse

Online Learning Using CFS Data Warehouse (Videos)

Department Level Report Set-Up

Fund Level Report Set-Up

CSUBuy
ProCard/GoCard Tutorials
 

Finance Open Labs

NOTICE: Finance Open Labs have been suspended due to SJSU's Health Advisories. Please contact FinanceConnect if you need assistance with SJSU's finance systems.

Finance Open Labs are informal sessions where personnel from Finance and Business Services are available to assist department users who have access to SJSU's finance systems. We can help with a number of topics, including:

  • Understanding procurement policies and guidelines
  • Entering procurement and payment requests
  • Checking payment status on a voucher
  • Recording receipts and inspections
  • Running reports or reviewing financial data in Finance Data Warehouse
  • Navigating the Finance website
  • Submitting travel authorizations and reimbursements

The Finance Open Lab Schedule is available on the FinanceConnect Blog.