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
General
- CUNYfirst Account Claiming Guide
- CUNYfirst Chartfield Overview
- CUNYfirst Tax Levy/IFR Chartfield Crosswalk
- CUNYfirst Non-Tax Levy Chartfield Crosswalk
- CUNYfirst OTPS Category Crosswalk
Budget
- How to Run the OTPS Budget Overview Query
- Introduction to Tax Levy and CUNYfirst
- Effective Planning for Procurement
- Introduction to CUNYfirst Finance
Credit Cards
Requisitions
- CUNY Purchasing FAQ
- Summary Purchasing Guidelines
- How to Create a Purchase Requsition
- How to Edit a Purchase Requisition
- How to Upload an Attachment to a Purchase Requisition
- How to Manage Purchase Requisitions
- How to Find a Purchase Order Number
- How to Approve a Purchase Requisition
- How to Delegate Approver Authority
- How to Cancel a Purchase Requisition
- Purchase Requisition Quick Reference
- Purchase Requisition Approval Quick Reference
- Category Code Quick Reference
Receipts
Travel Authorizations and Expense Reports
- How to Create a Travel Authorization
- How to Create an Expense Report
- How to Approve a Travel Authorization
- How to Approve an Expense Report
- How to View, Modify, and Submit a Travel Authorization
- How to View, Modify, and Submit an Expense Report
- How to Cancel and Delete a Travel Authorization
- How to Delete an Expense Report
- Travel Authorization Approval Quick Reference
- Travel Authorization Quick Reference
- Expense Report Quick Reference
- Expense Report Approval Quick Reference
- My Wallet Quick Reference
- My Wallet Functionality and Considerations
Facilities
Proftech
- How to Create a Proftech Amount Only Purchase Requisition
- How to Submit a Proftech Order
- How to Approve a Proftech Order
- How to Cancel a Proftech Order
Non-Tax Levy
- BC Member Organization Guidelines
- Non-Tax Levy Guidelines
A Note on Pop-ups
CUNYfirst occasionally requires the usage of pop-up windows in your browser. Please ensure that your browser settings are set to display pop-up windows from CUNYfirst. Another option is to disable the pop-up blocker on a temporary basis when pop-up windows are required; in these situations, pop-up warnings from your browser will appear at either the top or bottom of the browser. Note that Mozilla Firefox is the recommended browser for using CUNYfirst.