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California State University, Long Beach
CMS: Common Management System

Common Financial System (CFS)

Whom to Call for Help

CFS Contacts

How to Get CFS Access

Complete the Finance Authority Application (FAA Form) on the Security Access page to obtain access to CMS and Data Warehouse.

To access Foundation Payroll Reports, complete a CS-Link Authority Form.

How to Register for CFS Training

Once you have completed an FAA Form access the Financial Management Training site and follow the steps to search and register for a course.

To address topics not already covered in a training class, you can request one-on-one training assistance for CMS PeopleSoft or Data Warehouse tasks just by emailing and describing the content you need to learn.

Chartfield, Signature and Delegation of Authority (DOA)

The Delegation of Authority Form is used to grant or modify an individual's authority to approve financial transactions within a department or division, based on that individual's "Level" in the organization.

The Chartfield Request Form is used to add, update or inactivate a chartfield or speedchart.

Other Resources

Fund Rules Matrix (xlsx) Fund data current as of 4/10/19.

(.CSV files, can be opened with MS Excel)

If you experience difficulty with the accessibility of any of these forms, please call the digital content specialist at (562) 985-4479.