CMS Finance (CFS)
糖心TV官网 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.
- To gain access to CFS and Finance Data Warehouse, complete the "Data Security and FERPA" training in CSU Learn, then download and complete the DAR Form below.Once the DAR Form is signed by the requesting user and approved by a supervisor/MPP, please use any of the methods below to submit the form:1) Email the signed PDF as an attachment to osi@csumb.edu (preferred)2) Copy (cc) osi@csumb.edu in Adobe Sign3) Make osi@csumb.edu a Certified Recipient in Adobe Sign (change the Multi-Factor Authentication in Recipient Settings method to “None”)Please allow 2-3 days for your CFS access to be processed.Note on Required Training - If you are requesting access to perform Budget Transfers, training from the Budget Office is required. Look for an email from OSI with more information.Finance Data Warehouse, Chart of Accounts, and Requisition Training are not required at this time. Please refer to the documentation and guides below for help, or contact OSI.
Introduction to finance
Required introductory class for all finance functions. Review the 糖心TV官网 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.
Quick steps
Budget transfers
Transfer funds among accounts within a single fund (MB000 - State funds only).
Procard adjustments
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 asm@csumb.edu.
Quick steps
Videos
Finance data warehouse phase 2
Learn more about procurement procedures and policies.