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Financial Services Division of Administration & Business Affairs

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Training Catalog

We are currently working to build a robust schedule of training by the Financial Services Family. Stay Tuned! Announcements on upcoming trainings are forthcoming and will be available through the Financial Services Trumba calendar and the Business Partners Round Table (BPRT).

Quickly navigate to your desired training using the anchors below:

Accounts Payable 101 Training Sessions

Accounts Payable will offer training for faculty and staff on the major functions of Accounts Payable. Support documents include:

Register for AP 101 through Trumba.

Date Time Location
Wednesday, October 26, 2022 10am - 11am Zoom
Wednesday, February 1, 2023 2pm - 3pm Zoom
Wednesday, May 10, 2023 10 am - 11 am Zoom
Wednesday, August 2, 2023 2 pm - 3 pm Zoom

Bursar’s 101 Training Info & Sessions

The Bursar’s Office is offering a training session to help our business partners understand and to clarify the services that we offer.

Register for Bursar's 101 through Trumba. Bursar's 101 trainings are typically held in October and April.

Date Time Location
Tuesday, April 4, 2023 10:00 am - 11:00 am Zoom

Concur Travel Training Sessions

Concur Travel Training consists of two types of training: New User and Administrative Approver & Refresher.

New User Training:

  • Training for users new to the Concur Travel System and covers all basic functions from signing in to Concur to submitting a travel claim

Administrative Approver & Refresher is training for

  • The seasoned Concur user who need to polish up on their skills, ask questions, and fine-tune skills, and
  • Administrative Approvers who wish to learn, or refresh the process of navigating travel and expense approval, as well as what to look out for in travel requests and claims

Register for either Concur taining through Trumba.

Training Date Time Location
New Users/Refresher Monday, February 27, 2023 9 am - 11 am Zoom
New Users/Refresher Wednesday, March 22, 2023 1 pm - 3 pm Zoom
New Users/Refresher Thursday, April 13, 2023 10 am - Noon Zoom

Delegation of Authority and Reports To (DART)

The new DART application resides in CMS SA. The DART application has two inquiry screens for users to:

  1. Lookup DoA by employee or by department.
  2. Lookup manager-employee reporting relationships.

Position Reporting Relationships

In CMS HR exists a manager self-service tool for updating an employee's "reports to". This will allow certain personnel to update individual Reports To for their Department/College/Division.

For updating pool positions (student workers and lecturers, for instance) continue to use the BPA form "Reports To" Field Change.

College and Division analysts can process batch updates to their area’s “reports-to” through the CMS HR Manager Self Service portal.

The SACHR025 "Position Management Report" is available to help departments, colleges/program centers, and divisions review details on their active positions, including funding sources.

SACHR025 - Training Guide

Expenditure Transfer Training

Expenditure Transfer Training Sessions

The Expenditure Transfer request form is submitted via OnBase.

In-Person training for OnBase Expenditure Transfers will resume shortly, and consists of a two-hour, hands-on, session that demonstrates the submission and the custom query search functionality. All employees who have Delegation of Authority (DOA) for Expenditure Transfers and need to submit expenditure transfer requests are strongly encouraged to attend the training.

A video training for Expenditure Transfers via On-Base is available here. You may also refer to the Expenditure Transfer 101 Powerpoint - Revised November 2022 and Expenditure Transfer User Guide for additional information.

Register for ExpTX 101 through Trumba.

Date Time Location
Thursday, November 17, 2022 9 am - 10 am Zoom
Thursday, February 23, 2023 9 am - 10 am Zoom
Thursday, May 25, 2023 9 am - 10 am Zoom
Thursday, August 24, 2023 9 am - 10 am Zoom

Financial Data Warehouse (FDW)

To request one-on-one training, send an email to You should get access to the FDW application before requesting training. Verify your access, place a CARS request, if needed.

Campus Resources:

FDW Frequently Asked Questions (FAQs)

The FAQs are grouped into the following three categories:

Best Practices


Other FAQs

Contents of "Other FAQs":

  • Remember to click "Apply Filters"
  • Encumbrances may show differently than Sac Vault
  • Remember to set the current month to 12 when running a prior year report
  • Remember to use the pull-down menu, and not to directly key in funds or department numbers
  • Sharing customizations with others

Receive system-wide service outage bulletins, including FDW outages

Date Time Location
Wednesday, March 15, 2023 10:00 am - 11:00 am Zoom
Monday, April 10, 2023 2:00 pm - 3:00 pm Zoom

Procurement Trainings

The Procurement and Contract Services Department will conduct Procurement 101 and Requisition Trainings for new staff members responsible for procurement activity; and/or, as a refresher for current staff members. The trainings cover procurement policies, protocols and guidelines.

Sac State Procurement Card Training

ProCard training is currently available through the CSULearn link on My Sac State. Use the keyword "Procurement Card" to locate the training called "Sac State Procurement Card Training Rev 9-2020." This training is required for new ProCard users and a great resource for established users.

Procurement 101 Training Sessions

This class is to introduce and familiarize you with the services and processes that Procurement provides for acquisition of supplies, equipment, materials and service.

Register for Procurement 101 through Trumba.

Date Time Location
Wednesday, February 22, 2023 9:00 a.m. - 10:30 a.m. Zoom
Thursday, May 4, 2023 9:00 a.m. - 10:30 a.m. Zoom
Tuesday, September 12, 2023 9:00 a.m. - 10:30 a.m. Zoom
Wednesday, November 29, 2023 9:00 a.m. - 10:30 a.m. Zoom

University Foundation at Sac State (UFSS)

Effective October 1, 2018, Sac State Financial Services assumed administration responsibilities for Foundation Funds. General information about this change can be found in this PowerPoint Overview. Training for new employees and current employees wanting a refresher will be available soon.