Fig Meeting August 23, 2018.

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Presentation transcript:

Fig Meeting August 23, 2018

Banner Tricks and Tips Tips and Tricks with Banner - Trina Mahoney

NEW TRAVEL Program……….. Excited to Announce: Chrome RiveR

Chrome River - Introduction FEATURES Simplified Expense Processing Mobile Interface for Claims & Approval Image Management for receipts Trip Preapproval and Exp comparision Pcard transactions received daily Email notifications Expense Rules that outline required information Purchasing Card Transactions Travel & Z docs reconciliation Estimated Timelines Initial meetings before Sept 30, Programing not to start until After Banner 9 Implementation Hopefully, Test pilot by January 2019 Shooting for, Campus Roll out March 2019

People Payments Faainve roll out to the departments is for Vendor Payments only. Intention is to move the People Payments to the New Travel Program Mean Time – A temporary process

People Payment Voucher How It will Work: Departments: Complete form Scan Backup Information Upload to AP GateKeeper Accounts Payable: enter on Banner Index images Approvals: Routed through the Banner Invoice Approval Queues. Location: Accounts Payable Website.

Faainve Training we have conducted several classes for the Vendor Payments on FAAINVE. The first one was a test training, but since then - things have been going fairly well. CV still scheduled to be discontinued September 30, with the implementation of Banner 9 FAAINVE is not mandatory for the departments, it is a choice if it works for your areas. AP is assuming aN increased approval queue workload allowing the FAAINVE to be distributed but hopefully it will allow the departments more flexibility in their business practices.

Any Questions or Related Business Topics Thank you