CMS Finance (CFS)

CSUMB staff and faculty use the Common Finance System (CFS) for purchasing (e.g. ProCard), financial management and queries. A Finance Data Warehouse is used for reporting functions.

Log into Common Finance System Go to Finance Data Warehouse

Getting access

To get access to CFS, first complete the Data Access Request (DAR) form, then complete the Information Security training.

Forward the completed DAR to Administrative Systems Management (ASM) and arrange for training by emailing ASM@csumb.edu.

CFS Data Access Request Form (CFS DAR)

Finance documentation

Introduction to finance

Required introductory class for all finance functions. Review the CSUMB chart of accounts as they relate to procurement, budget monitoring and reporting processes. Class is usually incorporated into scheduled training for purchase requisition and/or finance reports training.

Training PowerPoint

Chart of accounts

Create purchase requisitions

Create purchase requisitions, review inquiry pages, and run reports applicable to the purchasing process in CFS.

Training document

Quick steps

Tangible Goods

Blanket Requisitions

Print purchase orders

Track a PO from creation to payments using the P.O. Life Cycle Report

Budget transfers

Transfer funds among accounts within a single fund (MB000 - State funds only).

Budget transfers

Procard adjustments

Reconcile monthly ProCard (credit card) statements. Training is not required. CFS Access are granted at the time of application

ProCard Adjustments

Data warehouse documentation

Data warehouse is for running reports on finance information. Need help? Contact the CFS trainer at asm@csumb.edu.

Data Warehouse Basics

Financial Reporting Dashboard

Transaction Inquiry Dashboard

Quick steps

Department Reports

Project Reports

Detailed Activity Reports

Trial Balance Reports

Tracking Purchases

Videos

Finance data warehouse phase 2

Finance Data Warehouse Phase 2 Quick Reference Card

Procurement resources

Learn more about procurement procedures and policies.

Category codes and corresponding account codes