Banner Finance User Training

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Banner FinanceUser Training
Banner FinanceUser Training

• Beginners Guide to
• SSB Budget Queries

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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 POs processed
• Reservations requisitions outstanding
• Commitments encumbrancesreservations
• 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, 02August, 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

The End