Finance System Access

Getting Started

Access to University financial systems requires completing applicable online or instructor-led training and submitting the appropriate system access request.

This webpage provides guidance on requesting access to the Finance System (PeopleSoft), Financial Reporting System (CU-Data), CU Marketplace, Concur Travel & Expense System, and Central Information Warehouse (CIW).

Access to these systems is limited to University employees and Persons of Interest (POIs) with Type 15 security access, subject to the necessary campus approvals.

Before You Request Access

Access to University financial systems should be granted thoughtfully and align with an employee's fiscal role and responsibilities. Individuals requesting these roles must know applicable fiscal and procurement policies, procedures, processes, and guidance before access is granted.

Before requesting access, consider:

  • Does the access align with my current fiscal responsibilities?
  • Am I requesting only the permissions necessary for my work?
  • Could the requested access create a separation-of-duties concern?
  • Do I understand the policies and internal controls associated with these roles?

CU Marketplace Approvers

CU Marketplace approvers must have a Fiscal Role assigned on the applicable SpeedTypes. The Officer role does not meet this requirement.

How to Request Access

Follow these steps to request the appropriate access for your University responsibilities.

Identify Your Access Needs

Determine which financial systems and security roles are appropriate for your responsibilities.

Complete Required Training

Review and complete the applicable training requirements for the access requested.

View Training Requirements

Submit Your Request

Follow the appropriate system access request process and obtain required campus approvals.

Request Submission Process

About Our Financial Systems

University financial systems support a variety of activities, including financial transactions, reporting, purchasing, and travel. The descriptions below provide an overview of each system and its primary functions.

PeopleSoft Finance

The University's financial system and general ledger, used for journal entries, financial activity, and ChartField information.

CU-Data

The University's financial reporting system, providing access to m-Fin reports used to review financial activity, monitor budgets, and support reconciliations.

CU Marketplace

The University's procurement-to-pay system, supporting requisitions, purchase orders, receiving, and invoice processing.

Concur Travel & Expense

The University's travel and expense management system, used for travel requests, bookings, expense reports, Commercial Card reconciliations, reimbursements, and cash advances.

Central Information Warehouse (CIW)

CU's system-wide data repository, providing access to institutional information for reporting and analysis based on approved data access permissions.

 

CIW Info & Access Requests

Frequently Asked Questions


Need Help With Finance System Access?

For questions about Finance system access, security roles, or access requests, contact the Finance Security Coordinator Team.

Email Finance Security Team
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