Introduction to myGate Finance.

1
Introduction to myGate Finance.
2
Agenda

• Welcome
• Your myGate
• myGate Finance Overview Terminology
• Chart, FOAPAL Crosswalks
• Basic Navigation in Banner
• Links to Online Help Crosswalks
• https//www.murraystate.edu/crosswalk/
• What will stay the same
• QA

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Your myGate

• Sign on information will be sent out by the Help
  Desk
• Technical issues are being resolved and
  enhancements will continue to be made
• You will be notified as ongoing enhancements are
  implemented and training will be available to
  personalize your myGate screen

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myGate Finance Overview

• myGate Finance will be the first module
• to go live on July 1
• Finance Team has been working tirelessly since
  last summer to prepare and to implement
• Enhancements will be an ongoing
  processImprovements will continue!

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myGate Terminology

• ERP
• Enterprise Resource Planning systems (ERP)
  attempt to integrate several data sources and
  processes of an organization into a unified
  system, using multiple components of computer
  software and hardware, as well as a unified
  database, to achieve the integration.
• Sungard Higher Education
• Vendor selected by MSU for myGate project
  implementation

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myGate Terminology (contd)

• Luminis
• The portal or website technology to access
  information and services in a secure environment
• Banner
• Integrated suite of software products that serves
  as an interface between users and the database
  where all system records are stored

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myGate Terminology (contd)

• Internet Native Banner (INB)
• Create/Modify Requisitions
• Create/Modify Direct Payments
• Self Service Banner (SSB)
• Budget Queries
• View Documents
• Approve Documents
• Create Budget Transactions

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Basic Navigation

• Please see step-by-step instructions for
• Basic INB Navigation Tools

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What will stay the sameSeveral forms may
change a little bit because of new FOAPALs, but
many procedures will not change.

• Agency Payment Procedures
• Cash Transmittals
• Computer Loan Procedures
• E-Print Report for prior periods
• Current data will be viewed through Banner Self
  Service

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What will stay the same

• Group Travel Requests
• Inter-Account Bills (form layout has changed)
• Procedures for Vendor Records
• Vendor Information form goes to vendor
• Vendor Request form goes to Procurement
• Personal/Special Service Contract
• Payments will be paid through Banner

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What will stay the same

• Petty Cash Request Form
• Replenishment will be paid to custodian through
  Banner direct payment
• Employee reimbursements for purchases will be
  through petty cash (Procurement)
• Purchasing Card Procedures Forms
• Time Effort Reporting for Grants
• Travel Requests
• Travel vouchers will be paid through Banner
  direct payment (use Travel Voucher as invoice)
• Stop Payment Procedures