NY.gov Portal State Agency Listing

SFS Training materials are designed to teach you how to work in the Statewide Financial System (SFS). Courses are available for self-guided study in one of three formats: (1) interactive web-based, (2) narrated web-based and (3) static presentation-based (PDF). In addition, Instructor-Led Training (ILT) opportunities are available for select courses. Registration is managed by each Agency.

The links to our current offerings are live below. As new courses become available, we will enable additional options. It is important to remember that SFS Training materials are designed to teach you about system functionality that applies across all agencies. Training on Agency-specific business processes is managed by each Agency.

About the User Productivity Kit (UPK)

From time to time we'll reference UPK. Used for both instructor-led and web-based training, the UPK functionality allows users to practice SFS transactions prior to processing them in the live system.

Questions and Additional Information

For support, contact the SFS Training Team at This email address is being protected from spambots. You need JavaScript enabled to view it." ' + path + '\'' + prefix + ':' + addy57680 + '\'>'+addy_text57680+'<\/a>'; //--> .

SFS Training Courses

Course Number and Name

Supporting Documentation

Launch Course

INTRODUCTORY & NAVIGATION COURSES - These courses are recommended for all users.
Introduction to SFS

 

Using the User Productivity Kit (UPK) Player

NAV105
SFS Navigation Overview

ACCOUNTS PAYABLE (AP)

AP205
Voucher Entry and Processing

AP210
Advanced Voucher Processing

ACCOUNTS RECEIVABLE (AR) / BILLING (BI)

AR205
Creating and Maintaining Customers

AR215
Creating and Maintaining Receivables

AR220
Creating and Maintaining Deposits

AR310
Creating and Maintaining Receivables for Managers

AR315
Creating and Maintaining Deposits for Advanced Users

AR320
Accounts Receivable Setup

BI210
Creating and Processing Billing

BI305
Billing Processes for Managers

BI320
SFS Billing Setup

AGENCY SECURITY ADMINISTRATOR (ASA)

ASA201
Agency Security Administrator

CONTRACTS AND AMENDMENTS (CN)

CN210
Contracts and Amendments

 
CREDIT CARD ADMINISTRATOR (CCA)

CCA201
Credit Card Administrator

CUSTOMER CONTRACTS (CC)

CC201
Processing Customer Contracts

EMPLOYEE DATA ADMINISTRATOR (EDA)

EDA201
Employee Data Administrator

FEDERAL GRANTS (FG)

FG201
Federal Grants

FUTURE PHASE AGENCY TRAINING (FP)

FP205
Future Phase Agency Online and Direct Entry Transactions

GENERAL LEDGER (GL) / COMMITMENT CONTROL (KK)

GL105
Introduction to Chart of Accounts

KK105
Commitment Control Concepts and Terminology

GL205
Processing Journal Entries

KK215
Processing and Maintaining Budgets

INQUIRY (IQ)

IQ201
SFS Inquiry

PURCHASING (PO)

PO101
Introduction to Purchasing

PO205
Processing Requisitions

PO210
Approving Requisitions

PO215
Using Procurement Cards

PO220
Processing Purchase Orders

PO225
Receiving and Return to Vendor

QUERY (QRY) AND REPORTING (RP)

QRY201
Using SFS Financials Query

(NOTE: The SFS Query functionality is only available to a select group of agencies at this time.)

RP201
SFS Reporting

REFUND OF APPROPRIATION (ROA)

ROA210
Refund of Appropriation

TRAVEL AND EXPENSE (TE)

TE201
Travel and Expenses for Travelers

TE205
Travel and Expenses

TE305
Travel and Expenses for Approvers

WORKFLOW ADMINISTRATOR

WFA201
Workflow Administrator