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Web Finance at FAU

Web Finance at FAU. Web Finance Contacts . Bob Pope 7 - 2712 pope@fau.edu. Training Agenda. SCT Product Information FOAP String Accessing and Using Web Finance. SCT Product Information. FAU’s purchase of Banner Finance, Human Resources and Student Information System

burton-saunders
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Web Finance at FAU

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  1. Web Finance at FAU

  2. Web Finance Contacts • Bob Pope 7 - 2712 pope@fau.edu

  3. Training Agenda • SCT Product Information • FOAP String • Accessing and Using Web Finance

  4. SCT Product Information • FAU’s purchase of Banner Finance, Human Resources and Student Information System • Implementation Schedule • Timeline

  5. SCT Banner FOAP Chart of Account Structure • F - Fund • O - Organization • A - Account • P - Program • I - Index

  6. Fund Code • Alpha numeric 6 digit field (SAMAS was 6 numeric) • Self balancing set of accounts in which transactions are recorded and segregated to carry on specific activities or attain certain objectives • Fund codes are required when we need a Balance Sheet for a University department or specific entity, such as an Auxiliary, a Grant, a Construction Project

  7. Banner Funds • We will have many more fund codes than we presently have • A fund code is required to track cash and fund balance • Each grant will have a unique fund rather than a unique organization code

  8. Organization CODE • Alpha Numeric 6 digit field (SAMAS – 9 digit numeric department number) • Designation for departmental / budgetary subdivisions • Banner provides hierarchy rollup structure for reporting purposes

  9. Samples – Funds and Organizations

  10. Samples- Continued SAMAS Banner • 0001-000-00 P00100 • 0005-000-00 U00500 • 1000-000-01 A00000 • 1100-000-01 B10000 • 1600-000-01 B60000 • 4060-000-62 S06000 • 1070-000-14 J07000 • There are many, many more codes, of course

  11. Banner Organization Codes • The 1st Digit = Executive Level or Campus • P - President • R - VP Research • A - Provost and CAO • F - Sr. VP Finance and COO • G - Vice President and Architect • S - Sr. VP Student Affairs • U - Sr. VP University Advancement

  12. Banner Organization Codes- 1st Digit (Cont.) • B - Boca Campus • C - Commercial Campus • D - Davie Campus • E - Sea Tech • J - Jupiter Campus • K - Port St. Lucie Campus • T - Ft. Lauderdale – Downtown • H - Pembroke Pines • V - Vero Beach

  13. Banner Organization Codes – 2nd through 6th Digits • 2 – 4 = Digits 2 – 4 of the current SAMAS numbers whenever possible – some cases we had conflicts / repeats • Why? – Gives some recognition of old numbers • 5 – 6 = 00 – 99 and we have available AA-ZZ if we need it

  14. Account Code • Alpha Numeric 6 digit field (SAMAS – 6 digit numeric object code) • Codes used for asset, liability, equity, revenue, expenditure and/or transfer account classifications • (TYPICAL BEAN COUNTER STUFF) • We have retained the SAMAS codes and descriptions for Banner, with some consolidation

  15. Program Code • Alpha numeric six digit code (SAMAS – 2 digit numeric – External Program Code) • Each Organization code will have one Program Code, similar to SAMAS • Will be used for IPEDS and DCU reporting

  16. Index Code • The Index Code expedites data entry by defaulting the Fund, Organization Code and Program Code • It will be the same as either the Organization Code or the Fund Code

  17. Banner Hierarchy Structure • All Banner codes are hierarchical • Allows for roll up reporting up to the highest level • Funds – 4 Levels • Organizations – 5 levels • Accounts – 4 levels

  18. Other Banner Features • On Line Real Time Access to Data, Transactions and Reports • Can use Microsoft Xcel, Access, Word to import and export data and for reporting • On Line Document Approvals • Security to limit access to data by individual or multiple FOAP codes

  19. Banner Information on WEB • http://www.fau.edu/banner • Crosswalk of SAMAS to BANNER Organization Codes and Funds: • GO TO: SAMAS Crosswalk to Banner • Please look at this and notify Bob Pope 7-2712, or Sharon Brown 7-4475 if you see any problems or missing codes

  20. Accessing Web Finance • Enter the URL Address: http://web4.fau.edu:8080 Enter Secure Area • From main menu, click on Financial Information Menu

  21. Training Sign On • During this training session only, your user i.d. will be: • TRAIN01 to TRAIN25 • PIN is 123456 • You will be assigned an i.d. by the instructor

  22. Web Finance I.D. • You will receive your Web Finance I.D. via Email AFTER completing the security form • It will start with UPPER CASE Z • Your initial PIN will be 123456 • To change your PIN, go to Personal Settings and select Change PIN • PLEASE DO NOT CHANGE THE PIN FOR THE TRAIN I.D., HOWEVER

  23. Banner Finance List Serve • You can subscribe by: • Send an email to Majordomo@wise.fau.edu, with no subject and no signature and in the body of the email write:subscribe bannerfinance-l (The last letter is lower case L) • To send emails to the list once you are subscribed send them to: • bannerfinance-l@wise.fau.edu

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