1. Introduction to myGate Finance.

2. Agenda Welcome Your myGate myGate Finance Overview & Terminology
Chart, FOAPAL & Crosswalks
Basic Navigation in Banner
Links to Online Help & Crosswalks
“What will stay the same”
Q&A

3. 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

4. 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!

5. 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

6. 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

7. 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

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

10. “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

11. “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

12. “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