Concur is the newest system for financial transactions, records, and workflow at SJSU. Here's a roadmap of SJSU tools and applications for your financial activities that don't fall under travel and expense management.
CSUBUY P2P is a CSU-wide system that helps campuses streamline ordering, receiving, and paying for goods and services, all through an integrated and workflow-based system. CSU accelerated the rollout to campuses including SJSU, with a go-live date of January 26, 2026.
Procure to Pay [P2P] is a strategic, standardized process that allows for the elimination of manual touchpoints and steps resulting in efficiencies through automation, risk mitigation and cost savings for the California State University.
The P2P process consists of:
Shopping: Guided shopping with discounted pricing
Requisitioning: Easy checkout for purchase requests
Ordering: Electronic distribution of purchase orders to suppliers
Receiving: Acknowledging the receipt of goods and services
Invoicing: E-invoicing with visibility into payment approvals and status
Payment: Minimal touchpoints for payment of goods & services
SJSU's CSUBUY Procure to Pay webpage
SJSU’s homegrown application, Financial Transaction Services, FTS, allows the campus community to submit transaction requests for processing.
Transaction types include:
Transfers: HR Expense Adjustment, Budget Journal, Expense Journal, Interdepartmental Expense Transfer - no changes
Purchase Requisition, Direct Payment, eInvoice: formerly submitted in FTS, now submitted in CSUBUY
Employee/Student Reimbursement, Travel Authorization, Travel Reimbursement: currently submitted in FTS, to be replaced by Concur, described below
The California State University’s Common Financial System, CFS, is the enterprise solution for financial transactions, accounting, and financial management. The Finance Support team is the first line of support for CFS testing, troubleshooting, overseeing upgrades, and identifying potential uses to maximize operational efficiency and productivity. CSU PO Life Cycle Reports [PDF user guide] can be run in CFS.
As the campus’ financial reporting tool, CFS Data Warehouse provides interactive dashboards containing common, core reporting capabilities for both the campus community and internal staff. The Finance Support team provides training and support to facilitate SJSU’s use of the application. Helpful reports include Open PO Report [PDF user guide] and ProCard/GoCard Transactions Report [PDF user guide] for legacy transactions.
Coupled with FTS, OnBase is the interface between the campus community and finance systems for these transactions:
ProCard/GoCard Reconciliation Statement submissions - to be replaced by Concur, described below
Journal Entry Upload Requests - no changes
PO Change Order requests - legacy FTS requisitions only, for payment and PO closure by March 30, 2026
Document Retrieval for supporting documentation uploaded in support of FTS transactions – including PO Invoices [legacy FTS requisitions only]
In order to access SJSU financial systems, employees must complete the required finance introduction course. Approvers attend the introduction to finance geared for MPPs and department chairs. There are also recommended courses, which provide step-by-step instructions for specific financial activities such as HR expense adjustments and expense and budget transfers.
You can Request/Add Finance System Access via DocuSign.