August 2015-October 2016 Archived Chart of Accounts and FINS 9.2 Upgrade Project

What's New

 To see a listing of the new or enchanced functionality available in FINS 9.2 for Go Live follow the links below:

Chart of Accounts Education Video and Q&A Session Registration

To help all staff involved in entering or viewing financial information understand the structure of our new Chart of Accounts (COA) Jimmy Wong, Associate Director, Finance, has recorded a 15 minute presentation to share the new Chart of Accounts structure and how it will be implemented at SFU.

After watching the video you can register for a Chart of Accounts Q&A session. Register using this online form.  

Chart of Accounts Redesign

Our current Chart of Accounts is 25 years old, and as such its ChartField structure is outdated and its segment values (Dept, Account, etc) are redundant and inconsistent. In order to create a solid foundation for the Finance department's future endeavours, SFU has decided to redesign its Chart of Accounts.

FINS 9.2 Upgrade

Our current PeopleSoft 9.1 Financials System was implemented in 2010. We are upgrading to the 9.2 FINS product so that SFU can continue to receive extended support from Oracle until March 2021. This upgrade will build the foundation for future functionalities such as Workflow and the possible Grants and Contracts Modules. We will also be taking advantage of project resources to streamline business processes.

Milestones

View our milestones.

Change Readiness

How ready are we for the change?

The Chart of Account and FINS 9.2 Project is tracking how ready our stakeholders are for the upcomming changes. 

Click here to see a dashboard that shows each of the major stakeholer groups and their state of readiness.  

Contact Us

  • Please send us your questions and comments to fpinfo@sfu.ca
  • Karla Claros, 9.2/COA Project Manager

778-782-2529

  • Janet Backe, Finance Program Manager

604-209-4687