Open Campus FTR Forum on February 29 & March Training Sessions

Friday, February 12, 2016

Dear Colleagues,


The Imaging and Workflow Team are putting final touches on the Financial Transaction Request (FTR) forms (please click here for previous communication).  All individuals currently responsible for using and/or processing the forms listed below are invited to attend the Open Campus FTR Forum on February 29 in the 3rd Floor SAC Salons from 2:00pm-4:00pm.  This meeting will introduce the new FTR forms, demonstrate their functionality, and highlight the approval workflows in place.  If you believe others should be included, please feel free to forward this invitation.  Separate hands on training sessions will follow this demonstration beginning March 7.  Please refer to the Campus Training Schedule below.


New FTR Forms:

  • Journal Entry
  • Journal Entry Accrual (YE Team ONLY)
  • Book Receipt (Financial Services Use ONLY)
  • Book Disbursement
  • Payment Book Receipt (Credit Cards ONLY)
  • Interdepartmental Invoice
  • Interdepartmental Invoice w/ Encumbrance
  • Mass Journal Entry (FUPLOAD)

Campus Training Schedule

Training will be available to campus from March 7 - 18.  Please use the Google sheet to register for a Campus training session based on your role(s):

  • FTR Users - Individuals responsible for the preparation or department approval of journal vouchers, interdepartmental invoices, credit card book receipts, and/or FUPLOADs (e.g., Preparer, Supervisor, Department Approver, Principal Investigator)
  • FTR Processors - Central Office processors responsible for the review and approval of specific transaction requests (e.g., Budget, Treasury, Facilities Management, Grants & Contracts Administration, Accounts Payable, Reporting & Fixed Assets, General Accounting)


Thank you,

Ron Sanders, Associate Controller


FAQ I Journal Voucher l Interdepartmental Invoice l  CCBR l FUPLOAD Approval Request Form


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