Web for Employee Finance http:hawkview'sju'edu

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Web for Employee - Financehttp//hawkview.sju.edu

• Contacts
• Accounts Payable-Purchase Orders
• Peg Pierangeli ext. 1326
• Brenda Miller ext. 1322
• Budgets / Requests for Funds
• Wendy McColgan ext. 1330
• Brenda Miller ext. 1322
• Cash Receipts / Deposits / Accounts Receivable
• Joan McGranahan ext. 1375
• General
• Nancy Kelly ext. 1325
• Diane Scutti ext. 1329
• Purchasing
• Bill Anderson ext. 1276
• Gerri McGettigan ext. 1276
• Finance Technical Support Brian McCauley ext.
  3343

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Web For Employee-Finance

• Web Address http//hawkview.sju.edu
• Click Login to Secure Area
• Enter User ID and Pin number.
• You will be asked to reconfirm your pin number

• Click Employee Services

• Click Financial Information Menu

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This is the main Finance Menu
Budget Queries Allows you to review budget and
actual information. You can also perform a year
to year comparison with budget queries. Encumbran
ce Query Allows you to view encumbrance(purchase
order) information by account. Multiple Line
Budget Transfer Allows you to perform budget
adjustments. Budget Adjustment Query Allows you
to search for budget adjustments posted to an
organization (department) code.
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Budget Queries Once you select which type of
query you would like to execute, you will be
taken to the below screen to select the columns
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Budget Queries
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Budget Queries
Below is the detail transaction screen
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Budget Queries
Common Transaction Types
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Creating a Template
Click on the drop-down menu to select which type
of query (by account or by organization), then
click create. Next, place check marks in the
boxes for the columns you wish to see in your
query. Click continue to view query results.
Note Each screen going forward contains a
Save Query as box. You can save your query at
any time in the process of creating it. Any time
you add or change info, you must save again to
retain information.
Once query results are displayed, you can click
on any underlined field to view more detail.
Computations can also be added to a query to
further analyze data presented.
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Adding Calculated Columns to Query Results
Once a query has been created and data retrieved,
you have the ability to add calculated columns to
your results. The operations available add,
subtract, multiply, divide, or get a percent of
two columns. You can name the column(s) and
choose where they are to be displayed. In the
picture above, a column called pct spent,
displays the percentage of budget spent. To add
a column click on the drop down boxes and select
a field to build a computation Column 1 First
field to add to computation Operator
Mathematical operation to be performed Column 2
Second field to be added to computation Display
After Column Select the column in which you
would like your computation
displayed New Column Description Enter a
description of new column Once all fields have
been selected and a column description added,
click add computation to refresh your query with
the new column created. Computations created can
also be removed by selecting a column from the
drop down menu (if more than one exist) and
clicking the remove computation button.
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Query results
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Budget Adjustment Query
The Budget adjustment query form will allow you
to search for the budget adjustments posted to an
organization(department) code.

• Select Budget Adjustment Query

Budget Adjustment Query Form
Chart of AccountsAlways J Enter Fund,
Organization and Account. The only required field
is Organization. Transaction Date From Date you
would like to begin query. Transaction Date To
Date you would like to end query. Document amount
greater than If you would like to query on a
specific document amount enter the document
total.
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Budget Adjustment Queries
Below is the detail transaction screen
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Your query results will be displayed on the
screen. The document number that is displayed has
a more detailed breakdown behind them. Click on
the underlined number to get the transaction
detail. Definition of Column Headings Transacti
on Date The date the transaction is entered into
Banner. Document Code The number which
identifies the transaction. Document
DescriptionList the description of the budget
adjustment. Document Amount List the the total
value of the document. Transaction Type
Identifies the type of budget adjustment.
The Transaction Report below lists the To and
From lines of the budget adjustment
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Changing Pin Number
From the Main Menu, click Personal Information
Menu
From the Personal Information Menu, click Change
Pin
Enter current pin number, then the new pin number
and reconfirm. Note The pin number must be
numeric and six digits long. Click Change Pin
to complete the process.
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Formatting a web query into a spreadsheet
Once you have your query results on screen you
can save the query as a file. Once the file is
saved, it can be formatted using a spreadsheet
tool. Follow the steps below
Step1 Save the query results to a file. To do
this, go to the menu, select File, Save As.
The Save As box will appear. Select a directory
to store your file and select a file name. Click
Save when finished.
A Saving Location box appear while your file is
being saved. When the box disappears, the
process is finished and the file is ready to
bring into a spreadsheet.
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Formatting a web query into a spreadsheet
STEP2 Open Microsoft Excel. Once excel is
open, from the menu, select File, Open.
The Open box will appear. Make sure the Files of
Type (lower left corner) is set to All
files. Select the path where you saved your file,
select your file, and click open.
When you click open, your saved file will appear.
You will have to do some formatting to get it to
look the way you want.
Some formatting tips When opening the saved file
in excel, the links (blue underlined) are
preserved. They show up in the file, but will
not allow you to link to anything. One
suggestion to remove the link format is to copy
and paste special the numbers to a different part
of the spreadsheet. When you paste special,
select the option to only copy the values. At
this point you should see values without the
links. You can copy and paste back into the area
you want your numbers to appear.