Banner Finance User Training
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Transcript of Banner Finance User Training
![Page 1: Banner Finance User Training](https://reader036.fdocuments.us/reader036/viewer/2022062408/5681323b550346895d98a595/html5/thumbnails/1.jpg)
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Banner FinanceUser Training
Beginners Guide toSSB Budget Queries
Banner FinanceUser Training
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Training Overview
• Logging into Self-Service Banner (SSB)
• Budget queries
• Downloading Banner info to Excel
• Encumbrance queries
![Page 3: Banner Finance User Training](https://reader036.fdocuments.us/reader036/viewer/2022062408/5681323b550346895d98a595/html5/thumbnails/3.jpg)
Request Access to Banner
• Complete the Access to Banner Finance form
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Logging in to SSB
• Log into myTSU
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Logging in to SSB
• Select Banner Services
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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
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Budget Queries
• Parameters– Fiscal Year: desired fiscal year– Fiscal Period: 01 = July, 02=August, etc.– Chart: S for University, F for Foundation– 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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Compute Additional Columns
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Complete the “Compute Additional Columns for the query” section
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Downloading to Excel
• Click Download Selected Ledger Columns
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Downloading to Excel
• File automatically opens in Excel
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Other Functions
1. If you like the format of the query, you may save the format of the query
2. Create Another Query
3. Return to Menu
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Other Functions
• Encumbrance Query provides a listing of all Encumbrances by Organization or Grant
• View Document will provide detail on a specific document
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Remember you are only performing queries, you cannot break anything!!
The End