1 / 20

Banner Finance User Training

Banner Finance User Training. Banner Finance User Training. Beginners Guide to SSB Budget Queries. Training Overview. Logging in to SSB Budget queries Downloading Banner info to Excel Encumbrance queries. Logging in to SSB. Log into PipelineMT Select the RaiderNet tab. Budget Queries.

oliana
Download Presentation

Banner Finance User Training

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Banner FinanceUser Training Banner FinanceUser Training Beginners Guide to SSB Budget Queries

  2. Training Overview • Logging in to SSB • Budget queries • Downloading Banner info to Excel • Encumbrance queries

  3. Logging in to SSB • Log into PipelineMT • Select the RaiderNet tab

  4. Budget Queries • Select Finance from the main menu

  5. Budget Queries • Select Budget Queries

  6. Budget Queries • Select Budget Status by Account 1 2

  7. Budget Queries • Select data columns to appear 1 2

  8. Budget Queries • Data columns represent • Adjusted Budget: current budget • Year to Date: transactions to date • Encumbrances: PO’s processed • Reservations: requisitions outstanding • Commitments: encumbrances+reservations • Available Balance: budget less other columns

  9. Budget Queries • Enter appropriate parameters • Click Submit Query button twice

  10. Budget Queries • Parameters • Fiscal Year: desired fiscal year • Fiscal Period: 01 = July, 02=August, etc. • Chart: M for University, F for Foundation • Index: 6 digit shortcut to Banner FOAPAL • Grant: = Fund; only needed for grants • Account: used to refine report • May optionally specify comparison year

  11. Budget Queries • Final report screen • Click any blue number for further detail

  12. Downloading to Excel • Click Download Selected Ledger Columns

  13. Downloading to Excel • Click Save to download file

  14. Downloading to Excel • Name the file, select location, click Save 1 3 2

  15. Downloading to Excel • File automatically opens in Excel

  16. Navigation • Click Menu at top right for Main Menu

  17. Encumbrance Queries • Select Encumbrance Query

  18. Encumbrance Queries • Enter appropriate parameters • Click Submit Query button twice

  19. Encumbrance Queries • Final report screen • Click any blue number for further detail

  20. Important Links • http://www.mtsu.edu/banner • http://www.mtsu.edu/~boffice/banner.htm • http://www.mtsu.edu/~boffice/bannerfaq.htm The End

More Related