Introduction to myGate Finance.

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” Q&A

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

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 process…Improvements will continue!

myGate Terminology ERP Sungard Higher Education 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

myGate Terminology (cont’d) 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

myGate Terminology (cont’d) Internet Native Banner (INB) Create/Modify Requisitions Create/Modify Direct Payments Self Service Banner (SSB) Budget Queries View Documents Approve Documents Create Budget Transactions

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

“What will stay the same” Several 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

“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

“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