1 Web for Employee - Finance Contacts: Accounts Payable-Purchase Orders: Peg Pierangeli ext Brenda Miller ext Budgets / Requests for Funds: Wendy McColgan ext Brenda Miller ext Cash Receipts / Deposits / Accounts Receivable: Joan McGranahan ext General: Nancy Kelly ext Diane Scutti ext Purchasing: Bill Anderson ext Gerri McGettigan ext Finance Technical Support: Brian McCauley ext Contact us via at: BANNER-FINANCE

2 Web Address: 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 Web For Employee-Finance

3 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. Encumbrance 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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5 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:

6 Budget Queries

7 Below is the detail transaction screen:

8 Common Transaction Types Budget Queries

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10 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.

11 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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13 Query results:

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Budget Adjustment Query Select Budget Adjustment Query Budget Adjustment Query Form Chart of Accounts:Always 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. The Budget adjustment query form will allow you to search for the budget adjustments posted to an organization(department) code.

20 Budget Adjustment Queries Below is the detail transaction screen: a 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: Transaction Date: The date the transaction is entered into Banner. Document Code: The number which identifies the transaction. Document Description:List 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:

21 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.

22 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.

23 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.