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SunGardHE Banner Finance “So what’s new?”

SunGardHE Banner Finance “So what’s new?”. 2006 CONFERENCE. October 23 & 24. Daniela Thompson Orange Coast College Mickey Hughes SGHE Banner Finance Consultant. 3CBG Conference - October 23rd and 24th. Banner Finance Upgrades including Accounts Receivable Human Resources and General.

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SunGardHE Banner Finance “So what’s new?”

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  1. SunGardHE Banner Finance “So what’s new?” 2006 CONFERENCE October 23 & 24

  2. Daniela ThompsonOrange Coast CollegeMickey HughesSGHE Banner Finance Consultant 3CBG Conference - October 23rd and 24th

  3. Banner Finance Upgrades including Accounts ReceivableHuman Resources andGeneral • Some of these are Release 7.3 • And some are Release 8.0 • API – Application Programming Interface 3CBG Conference - October 23rd and 24th

  4. Upgrades in Finance Release 7.2 • Finance Self Service (7.2) required. • This is a catch-up release that includes all of “point releases” issued since 7.1 • E-Procurement Integration for Taxes and Currency (7.2) required. This is 2nd phase of Tax/Currency API enhancement. • Journal Voucher APIs (7.2) required. 1st phase of developing APIs – creating, updating, deleting rows in FGBJVCH and FGBJVCD 3CBG Conference - October 23rd and 24th

  5. Upgrades in General Release 7.3 • Common Matching Usability Improvements. A client advisory group, 14 institutions, has been providing feedback • Huge number of RPEs have been incorporated in this release. 3CBG Conference - October 23rd and 24th

  6. Upgrades in A/R Release 7.3 • Accounts Receivable (7.3) required • e-Bill – both Student Self-Service Banner and A/R Internet Native Banner are being enhanced – allow students and staff to view the statement output of the Student Billing Statement process, TSRCBIL, when converted to PDF format and stored. • A/R Reconciliation Report (TGRRCON) improvements (RPE 38777) 3CBG Conference - October 23rd and 24th

  7. Upgrades in H/R Release 7.2 • Banner H/R 7.2 and Position Control are upgraded 3CBG Conference - October 23rd and 24th

  8. Upgrades in A/R Release 7.3.x • PLUS Loan Refund Enhancement involving changes to these: • TSRRFND – Auto Refund Credit Amt • TGRFEED – Accounting Feed process • FURAPAY – Refund Interfaces. • This release dependent upon Fin Aid 7.5.1 3CBG Conference - October 23rd and 24th

  9. Finance – 1099 Support (6.x/7.x) • No notice of changes have been received as of today. 3CBG Conference - October 23rd and 24th

  10. Accounts Receivable – 1099T Support (6.x/7.x) • SGHE has received notice that IRS has published changes to form 1098T. Changes will be made in 6.x and 7.x to support this 3CBG Conference - October 23rd and 24th

  11. Upgrades in Finance Release 7.3 • Tabbed forms have been modified to facilitate navigation between the form windows • FRABUDP – Proposal Budget • FOMPROF – User Profile Maintenance • FPARDEL – Requisition Cancel • FPAPDEL – Purchase Cancel • FPACDEL – Change Order Cancel 3CBG Conference - October 23rd and 24th

  12. Upgrades in Finance Release 7.3 (cont’d) • Research Accounting Maintenance Bundle • FRABUDP – Proposal Budget • FOMPROF – User Profile Maintenance • FPARDEL – Requisition Cancel • FPAPDEL – Purchase Order Cancel • FPACDEL – Change Order Cancel 3CBG Conference - October 23rd and 24th

  13. Upgrades in General Release 7.4 • Data Extract Output Enhancement (GJIREVO) • Output will be written to new tables 3CBG Conference - October 23rd and 24th

  14. Banner FinanceUpgrades - Release 8.0 • Proposal Development and Electronic Submission • Research Accounting module 3CBG Conference - October 23rd and 24th

  15. Banner FinanceUpgrades - Release 8.0 • Travel and Expense Reporting • Expected functionality to include capability to: • Initiate pre-travel authorizations • Incorporate travel policy and rules • Encumber planned travel expenses • Request travel advances • Report final travel expenses • Request reimbursement to the travel (if expenses exceeded advances) or initiate repayment to the College (if advances exceeded expenses) 3CBG Conference - October 23rd and 24th

  16. Banner H/R – Position Control Release 8.0 • Multi-year encumbrances for grants • Enhancement labor and effort reporting 3CBG Conference - October 23rd and 24th

  17. Questions? 3CBG Conference - October 23rd and 24th

  18. Mickey Hughes SGHE Finance Consultant 3CBG Conference - October 23rd and 24th

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