Introduction to Banner Finance Tools

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Introduction to Banner Finance Tools
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Tools for Accessing Your Banner Accounts

• ePrint
• - Canned reports delivered with the Banner
  system. Run nightly.
• Self Service Banner Finance
• - Real time access using a generic web-based
  client.
• INB (Internet Native Banner)
• - Full featured client for real time access to
  all of Banner.
• - Web based.
• Discoverer Viewer
• - Web based reporting tool.
• - Pulls from the Operational Data Store (ODS) as
  of the end of the previous day.

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ePrint

• Canned reports delivered with the Banner system.
• Run nightly as of the end of the day.
• Banner Fund-Org Security profile is applied.
• Except for the INB client, this is currently the
  only tool that has a report for viewing balances
  for Fund Balance accounts.
• Also the only place to see Payroll and A/R detail.

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ePrint

• Accessing ePrint
• Direct Link https//eprint.mines.edu
• Requires Banner login and password.
• Same login as INB client.
• Trailhead Click the Self Service icon
• First time only requires password.

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Self Service Banner - Finance

• Generic Web based client
• Real time access
• Budget Status by Account
• - Can get Available Balance for Budget Balance
  accounts only.
• - Cannot get balances for Fund Balance
  accounts.
• Documents Retrievable
• - Journal Entries
• - Invoices
• - Purchase Orders

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Self Service Banner - Finance

• Accessible from Trailhead.
• First time requires password for synchronization.
• Can export transaction and summary information to
  Excel.
• Can drill down from summary level to transaction
  detail to document level.

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INB (Internet Native Banner)

• What we use in the Controllers Office
• Real time access
• Web based client
• Self installs, but requires administrative rights
  to PC for installation.
• Steep learning curve

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INB (Internet Native Banner)

• Most functionality of any of the tools.
• Most efficient way to navigate Banner Finance
  account data.
• Needs Fund-Org security enhancement for general
  campus use.
• Banner INB Fundamentals CBT
• On reserve in the Library.
• Covers basic navigation of forms.

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Discoverer Viewer

• Reports from the Operational Data Store (ODS)
• ODS is a copy of Banner data that is refreshed
  nightly.
• Web based client.
• Accessible from Trailhead.
• First time requires password for synchronization.

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Discoverer Viewer

• Allows us to publish custom reports.
• Initial training currently being offered by IS.
• Finance reports coming soon!

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Take-A-Ways

• For Budget Funded accounts
• Use either ePrint or SSB Finance.
• For Fund Balance accounts
• Balance only correct on ePrint Fund Balance
  Checkbook Detail.
• Use ePrint or SSB Finance for account detail.
• Payroll detail and Tuition detail only on
• Budget Balance Checkbook Detail report.
• Fund Balance Checkbook Detail report.
• Cannot use Budget Status reports Available
  Balance for Fund Balance accounts.
• ODS Discoverer Reports coming soon.