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

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)





HR Adjustments

Common Finance System (CFS)
CFS Data Warehouse

CFS Data Warehouse Videos

Department Level Reports

Fund Level Reports


Finance and Business Services Open Labs

FABS Open Labs are informal sessions where personnel from Finance and Business Services are available to answer questions from 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

Please not that Opens Labs do not substitute the required training for getting access to our Finance systems (CFS, FTS, and CFS Data Warehouse).

Open Labs Schedule January - June 2023

  • Friday, January 20, 2-4pm
  • Friday, January 27, 2-4pm
  • Friday, February 17, 2-4pm
  • Friday, March 10, 2-4pm
  • Friday, April 14, 2-4pm
  • Friday, May 12, 2-4pm
  • Friday, May 19, 2-4pm
  • Tuesday, May 23, 2-4pm
  • Friday, June 9, 2-4pm
  • Tuesday, June 13, 2-4pm
  • Friday, June 23, 2-4pm

No reservation is needed, just login and join us via Zoom with your questions.