CMS Finance (CFS)
Common Financial Systems (CFS) Upgrade
On April 26, 2018, the Common Financial System (CFS) will undergo an upgrade. The system will be unavailable until Monday, April 30, 2018.
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
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.
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.
Create purchase requisitions, review inquiry pages, and run reports applicable to the purchasing process in CFS.
Transfer funds among accounts within a single fund (MB000 - State funds only).
Reconcile monthly ProCard (credit card) statements. Training is not required. CFS Access are granted at the time of application
Data warehouse is for running reports on finance information. Need help? Contact the CFS trainer at email@example.com.