banner finance user training

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Banner FinanceUser TrainingBeginners Guide toSSB Budget Queries

Banner FinanceUser Training

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

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

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Budget Queries• Select Finance from the main menu

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Budget Queries• Select Budget Queries

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Budget Queries• Select Budget Status by Account

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Budget Queries• Select data columns to appear

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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

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

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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

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

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Downloading to Excel• Click Download Selected Ledger Columns

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Downloading to Excel• Click Save to download file

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Downloading to Excel• Name the file, select location, click Save

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Downloading to Excel• File automatically opens in Excel

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Navigation• Click Menu at top right for Main Menu

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Encumbrance Queries• Select Encumbrance Query

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

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

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

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