- Slides: 43
If you would like to log into Banner Test and follow along: o Log into My. BSU o Select Departments o Select Administrative Systems o Select Banner o Select Click here for all other Banner databases (for training only) o Select BANT Self Service o Log in with your Infobear user name and pin
Banner Finance Self-Service enables users to access information in Banner Finance via the World Wide Web
Using Banner Finance Self-Service you can: • Enter budget transfers • Create, retrieve and/or save budget and encumbrance queries • Download queries to Excel
always BD 04
• Enter Transfer Amount • Chart = A • Enter Index and Account (or Fund, Org, Account and Program) • Enter Description • Select Budget Period from drop-down (July = 01, August = 02, etc. ) • Select Complete
If an index was entered you will need to enter the account again and complete again
**once submitted any changes have to be made by the Budget Office**
Queries • Budget Queries ØBudget Quick Query ØBudget Status by Account ØBudget Status by Organizational Hierarchy • Encumbrance Query
Budget Quick Query This query allows you to view the current status of a budget. No additional functionality exists.
If an index is entered instead of the fund, org and program you will need to select Submit Query again.
New feature in Banner notifies of pending documents – select to view Budget Quick Query is view-only. No download feature is available in this view.
Select any document code in red to drill down into the document.
Budget Status by Account Query • View budget and related transactions by organizational hierarchy • Download query results to Excel • Drill down functionality exists • Compare fiscal years
When using the Budget Status by Account query you can select the fields.
Budget Status by Account If an index is entered instead of the fund, org and program you will need to select Submit Query again.
Download results into Excel.
drill down on anything in red type
These results can also be downloaded into Excel.
Budget Status by Organizational Hierarchy • View budget and related transactions by organizational hierarchy • Download query results to Excel • Drill down functionality exists • Compare fiscal years
When using the Budget Status by Organizational Hierarchy query you can select the fields.
Results are rolled up – select org code to drill down.
Drill down by account type
Results by account type: 7 B = 711 xx 7 E = 714 xx 7 F = 715 xx
Continue to drill down for additional detail.
Query to show year to year comparison of annual expenditures.
Uncheck all except Year to Date
compare by fiscal year Select Comparison Fiscal year and Comparison Fiscal period
compare fiscal years
Encumbrance Query • View encumbrance information by account for specified FOAPAL • Wildcard (%) is an acceptable entry for fund, org, account and program • Drill down functionality exists at the document level • Encumbrances are POs only – requisitions are not captured in this query
Select Encumbrance Status: Open, Closed or All
Drill down to the purchase order Drill down to the invoice
The Finance Self Service Manual is available on the Budget Office website: https: //my. bridgew. edu/departments/budget/Shared%20 Documents/Forms/All. Ite ms. aspx Any questions?