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, via 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:

  1. Understanding procurement and finance policies and guidelines
  2. Entering Requisitions or Travel Authorizations/Reimbursements in FTS
  3. Ordering from CSUBUY
  4. Running or reviewing CFS Data Warehouse reports
  5. Managing PO encumbrances
  6. Completing a PO Change Order Request
  7. Recording Receipts and Inspections
  8. Uploading PO Invoices in e-Invoice
  9. Reviewing PO/Requisition information in CFS
  10. Checking payment status for a PO Invoice, Direct Payment voucher or Reimbursement voucher
  11. Navigating the Finance website

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

Open Lab Schedule July - December 2023

Unless noted, sessions will be held from 2:00 p.m. to 4:00 p.m. on the following dates:

  • Friday, August 4, 2-4pm
  • Friday, August 18, 2-4pm
  • Monday, September 18, 2-4pm
  • Friday, September 29, 2-4pm
  • Friday, October 6, 2-4pm
  • Friday, October 20, 2-4pm
  • Friday, November 3, 2-4pm
  • Thursday, November 9, 2-4pm
  • Friday, December 1, 2-4pm
  • Friday, December 8, 2-4pm

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