If you would like to log into Banner Test and follow along: o Log into MyBSU o Select Departments o Select Administrative Systems o Select Banner o Select.

If you would like to log into Banner Test and follow along:

o Log into MyBSU

o Select Departments

o Select Administrative Systems

o Select Banner

o Select Click here for all other Banner databases (for training only)

o Select BANT Self Service

o Log in with your Infobear user name and pin

Banner Finance Self-Service

Banner Finance Self-Service enables users to access information

in Banner Finance via the World Wide Web

Using Banner Finance Self-Service you can:

• Enter budget transfers• Create, retrieve and/or save budget and

encumbrance queries• Download queries to Excel

Budget Transfers

always BD04

• Enter Transfer Amount• Chart = A• Enter Index and Account

(or Fund, Org, Account and Program)

• Enter Description• Select Budget Period from drop-down

(July = 01, August = 02, etc.)• Select Complete

If an index was entered you will need to enter the account again and complete again

**once submitted any changes have to be made by the Budget Office**

Queries

• Budget QueriesBudget Quick QueryBudget Status by AccountBudget Status by Organizational Hierarchy

• Encumbrance Query

Budget Quick Query

This query allows you to view the current status of a budget. No additional functionality

exists.

If an index is entered instead of the fund, org and program you will need to select Submit Query again.

New feature in Banner notifies of pending documents – select to view

Budget Quick Query is view-only. No download feature is available in this view.

Select any document code in red to drill down into the document.

Budget Status by Account Query

• View budget and related transactions by organizational hierarchy

• Download query results to Excel• Drill down functionality exists• Compare fiscal years

When using the Budget Status by Account query you can select the fields.

Budget Status by Account

If an index is entered instead of the fund, org and program you will need to select Submit Query again.

Download results into Excel.

drill down on anything in red type

These results can also be downloaded into Excel.

Budget Status by Organizational Hierarchy

• View budget and related transactions by organizational hierarchy

• Download query results to Excel• Drill down functionality exists• Compare fiscal years

When using the Budget Status by Organizational Hierarchy query you can select the fields.

Results are rolled up – select org code to drill down.

Drill down by account type

Results by account type:7B = 711xx7E = 714xx7F = 715xx

Continue to drill down for additional detail.

Query to show year to year comparison of annual expenditures.

Uncheck all except Year to Date

compare by fiscal year

Select Comparison Fiscal year and Comparison Fiscal period

compare fiscal years

Encumbrance Query

• View encumbrance information by account for specified FOAPAL

• Wildcard (%) is an acceptable entry for fund, org, account and program

• Drill down functionality exists at the document level

• Encumbrances are POs only – requisitions are not captured in this query

Select Encumbrance Status: Open, Closed or All

Drill down to the invoice

Drill down to the purchase order

Any questions?

The Finance Self Service Manual is available on the Budget Office website:

https://my.bridgew.edu/departments/budget/Shared%20Documents/Forms/AllItems.aspx