FMS - Financial Management System
Welcome to SF State's FMS web site which provides information and announcements regarding the Financial Management System.
Links
Teams
Training & Workshops
FMS Access Request Forms
Due to the variety of access available in the FMS, there are four different FMS Access Request Forms. Please choose the form below which best matches your needs:
- Campus Requisition/Reporting (PDF)
- Fiscal Affairs (PDF)
- Office of Research and Sponsored Programs (ORSP) (PDF)
- University Corporation, San Francisco State (PDF)
If you have any questions, please contact our help desk at x87143.
Documentation
- Requisition Data Entry Guide (PDF)
- Requisition Approval Guide (PDF)
- FMS Navigation Reference Guide (PDF)
- FMS Account List for Campus Use (PDF)
- Chart of Accounts Overview (PowerPoint)
- Recharge Form (Excel)
- Navigational Training - Synaptis
Forms
- Modification Request Form
- Chartfield Request Form
- Journal Upload Template
- ORSP Journal Upload Template
- Procurement Forms
- Journal Upload Template for FMS Release 9.0
General Ledger
- FMS Account List for Campus Use (alpha or numeric)
- List of FMS funds with SCO fund number
- Project ID range by FMS Trust funds
- New Fund/Project Codes for TT201
What Would You Like To Do?
- Apply for an FMS Account
- Learn how to submit a requisition(PDF)
- Learn how to view your financial data
- Need help? Call our Help Desk at x87143
News
FMS Users Group Meeting
Please check your email for the next Fiscal Affairs User Group Meeting.
FMS User's Group Presentations
FMS User's Group Presentation - May, 2009 (PDF)
FMS User's Group Presentation - January, 2009 (PDF)
FMS User's Group Presentation - April 3, 2008 (PDF)
FMS User's Group Presentation - September 27, 2007 (PDF)
FMS User's Group Presentation - April 20, 2007 (PDF)
FMS User's Group Presentation - December 1, 2006 (PDF)
FMS User's Group Presentation - September 27, 2006 (PDF)
FMS User's Group Presentation - February 21, 2006 (PDF)
FMS User's Group Presentation - November 3, 2005 (PDF)
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 or picture.
Visit our web site at https://fiscaff.sfsu.edu/fms/ for more tips, processes, procedures and bulletins.
If there is a particular topic you would like addressed, please forward your ideas to Help Desk at http://fiscaff.sfsu.edu/helpdesk.
If there is a particular topic you would like addressed, please forward your ideas to our Help Desk
