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California State University, Long Beach
CMS: Common Management System

Quick Reference Guides

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The Quick Reference table displayed below provides access to the most recent version of existing quick reference materials.

It is divided into five categories to assist in selecting the appropriate guide for your needs. The categories are: Topic, which indicates the focus area of training, this is the area that contains the hyperlinked information you are looking for; Area, which denotes the audience who will need the materials; Class, which denotes the class in which the material was covered; Revision Date, which indicates the date the guide was last modified; and Notes if there are any special notes for the topic.

CFS

Title  Class  Revision Date  Video 
CFS Overview Presentation  ALL 06/01/2011 
CFS Login Instructions  ALL 06/01/2011 
CSLink Reports-Cross over Matrix with CFS reports  ALL 06/01/2011 
Consolidated Detail Report- Report in CFS  ALL 06/01/2011 

Accounts Payable

Title  Class  Revision Date  Video 
Review P. O. Remaining Balance & Payments  FIS 2 02/05/2009 
Review Voucher & Invoice Payments Information  FIS 2 02/05/2009 
Review Purchase Orders for Travel Authorizations  FIS 2 02/05/2009 
Review Payment Information for Travel Expenses  FIS 2 02/05/2009 
Inquiring on Vendor Info  FIS 2 02/05/2009 

Financial Reporting

Title  Class  Revision Date  Video 
View ChartFields and their Desciptions  FIS 2 02/05/2009 

General Ledger

Title  Class  Revision Date  Video 
Review Journal Entry where Journal Number is available  FIS 2 02/05/2009 
Print a Journal Entry  FIS 2 02/05/2009 

Purchasing

Title  Class  Revision Date  Video 
Requisition / PO Icons  FIS 4 & FIS 5 02/04/2009 
Approving Requisitions  ALL 06/12/2011 
Entering Electronic Requisitions  ALL 04/16/2012 
Printing Requisitions and POs  ALL 06/12/2011 
Purchasing Reports  ALL 06/12/2011 
Reviewing Requisitions and POs  ALL 06/12/2011 
Run Control IDs  ALL 06/12/2011 

Other Important Information

Title  Class  Revision Date  Video 
Using PS 9.0 Microsoft Excel Functionality  MISC 01/07/2009 
PS 9.0 Quick Tip Document  MISC 01/07/2009 
Accessing CSV files from either Office XP or Office 2003  N / A 10/25/2004