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.
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.
Create purchase requisitions
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 firstname.lastname@example.org.
Finance data warehouse phase 2