NY.gov Portal State Agency Listing

Training Courses

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. .

SFS Training Courses

Number

Course Name, Description and Transcript

Launch Course
INTRODUCTORY UPK & NAVIGATION COURSES - These courses are recommended for all users.
Using the User Productivity Kit (UPK) Player

SFS101

 Introduction to SFS

NAV105

 SFS Navigation Overview

SFS110

 Intro to SFS for Future Phase Agencies
ACCOUNTS PAYABLE (AP)

AP101

 Introduction to SFS Accounts Payable

AP205

 Voucher Entry and Processing

AP210

 Advanced Voucher Processing
ACCOUNTS RECEIVABLE (AR) / BILLING (BI)

AR/BI101

 Introduction to SFS Accounts Receivable and Billing

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)

GL/KK101

 Introduction to General Ledger and Commitment Control

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 SFS Purchasing

PO205

 Processing Requisitions

PO210

 Approving Requisitions

PO215

 Using Procurement Cards

PO220

 Processing Purchase Orders
(NOTE: Users must manually enter the item in the description field on the line detail(s) in the Requisition or Purchase Order. Users may not try to select items, it will result in an error. Items will not be available in production at Go-Live, requiring this manual item entry process. The training material will be updated to reflect this change.)

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 EXPENSES (TE)

TE201

 Travel and Expenses for Travelers

TE205

 Travel and Expenses

TE305

 Travel and Expenses for Approvers
WORKFLOW ADMINISTRATOR

WFA201

 Workflow Administrator