Other Finance-Related Systems

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].

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]

Coming to our campus in 2026, Concur is a software as a service platform that integrates travel request and expense reporting with a complete travel booking solution for CSU faculty and staff. 

All CSU campuses are transitioning to Concur to streamline paperwork for travel, to shorten approval/review times, and to improve audit/payment cycles. Concur also offers the SAP Concur Mobile App to manage expenses and business travel on a mobile device and/or tablet.

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.