• Private article

    • March 27, 2023
    • rklein

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  • Private article

    • March 23, 2023
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  • Instructions and Guidelines

    • March 20, 2023
    • rklein

    This section contains a series of resource materials that provide guidance for performing various tasks within CUNYfirst Financials as well as other related tasks. Each page explains how to execute a specific set of functions related to purchase requisitions, receipts, travel and expense, budget-checking, and placing orders via Proftech. CUNYfirst…

  • CUNYfirst Chartfield Overview

    • rklein

    Definition of a Chartfield Chartfields enable us to segregate and organize transactional and budget data. There are eight chartfields used in CUNYfirst. These allow for detailed reporting at various levels. Chartfields strings are comparable to budget units. Overview of Chartfields WHO is the transaction for? WHERE will the transaction be funded from? WHICH is…

  • Credit Cards – Getting Started

    • rklein

    The credit card program is administered by the Office of Internal Audit. The privilege of holding a college-issued Procurement, Travel, or Non-Employee Travel (NET) card begins by sending a request to the associate vice president for budget and planning and chief financial officer. The CUNYfirst Credit Card Workbench is a self-service…

  • Credit Card – Security Access

    • rklein

    Departments must have a Tax-Levy OTPS budget greater than $2,500 to be eligible for a Procurement, Travel, or NET card. Card requests must be approved by both the department budget approver and the cardholder’s supervisor. In some cases this may be the same individual. Individuals cannot submit card requests for…

  • Credit Card – Approving

    • rklein

    This section contains information that will assist supervisors with the approving and monitoring of transactions in the CUNYfirst Credit Card Workbench. How to Verify Credit Card Transactions After a cardholder, or their authorized proxy, reconciles statement transactions and attach receipts, these transactions are available for Approval Verification by the cardholder’s…

  • Credit Card – Processing

    • rklein

    This section contains information that will assist proxies and cardholders with the reconciling and monitoring of transactions in the CUNYfirst Credit Card Workbench. How to Reconcile Credit Card Transactions Each card holder or their proxy reconciles each CUNY Credit Card transaction, uploads corresponding receipts, and then submits the electronically reconciled…

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