Common Financial System (CFS)

Welcome to SF State's CFS web site which provides information and announcements regarding the Common Financial System. The CFS replaced the FMS in July 2011 (Fiscal Year 2011).

 

The following documents may have accessibility issues. If you encounter problems with accessing or filling out the document, please contact Krzysztof Kaminski in ADM. Room 352; ph 415-338-0348, kaminski@sfsu.edu

 

Training & Workshops

Fiscal Affairs Training

Finance Reporting Slides (PDF)

 

CFS Access Request Form

Unlike its predecessor, the new financial system, CFS (Common Financial System) has only one form for access requests.

CFS Access Request Form (for Requisitions and Reporting) (PDF)

CFS and BI Access for Position Changes and Transfers (PDF)

 

If you have any questions about this form, please contact our Help Desk at x87143.

 

Documentation

CFS Requisition Creation and Approval Guide (PDF)

CFS Account List for Campus Use (PDF)

Chart of Accounts Overview (PowerPoint)

Recharge Form (Excel)

Navigational Training - Synaptis

 

Forms

CFS & Finance Reporting Access Request Form

CFS & Finance Reporting Access for Position Change

Chartfield Request Form

Journal Upload Template

Journal Upload Template for CFS Release 9.0

Modification Request Form

New Employee Check List (for Fiscal Affairs employees)

ORSP Journal Upload Template

Procurement Forms

 

General Ledger

CFS Account List for Campus Use (alpha)

CFS Account List for Campus Use (numeric)

List of CFS funds with SCO fund number

Project ID range by CFS Trust funds

 

Tips and Tricks

Here are some shortcuts our staff uses to make routine computer tasks easier. They range from Windows customizations we have figured out to keyboard tips that you may have heard from ergonomics or other trainings.


Start menu:

The Start menu is a great place to put important shortcuts to essential web-sites, programs, folders, or often used control panel options. For example to place an Add-Remove Programs shortcut in the Start menu. Click Start, go to settings and then click control panel. Drag (left click hold and move) Add-Remove Programs, or whichever you want, to the Start button and let go. The shortcut will automatically be placed in the Start menu. Now whenever you press Start it will be in the top selections. If there's more than one there, you can arrange the order by left-click-hold and move up or down.

 

Internet Explorer shortcuts:

Ctrl-W: Close the current window (this is especially helpful for foiling pop-ups).

Ctrl-D: Bookmark the current page.

Ctrl-N: Open a new browser window. 

F5: Refresh the page.

Ctrl-F5: Fully refresh the page, regardless of caching.

Ctrl-Enter: Automatically add www. and .com to a domain name in the address bar.

Alt-(Left/Right Arrow): Go back/forward a page.

Alt-Home: Jump to your browser's home page.

Ctrl-(mouse wheel): Increase/decrease the default font size.

Shift-(mouse wheel): Go forward/back a page.

Shift-(left mouse click): Open a link in a new browser window.

Right mouse button: Open a context-sensitive menu for a link.

 

Note: The PDF, Word and Excel documents referenced can be viewed by downloading:

Acrobat Reader

Word Viewer

Excel Viewer