1. SunGardHE Banner Finance “So what’s new?”

2. 2 Daniela Thompson Orange Coast College Mickey Hughes SGHE Banner Finance Consultant

3. 3 Banner Finance Upgrades including Accounts Receivable Human Resources and General Some of these are Release 7.3 And some are Release 8.0 API – Application Programming Interface

4. 4 Upgrades in Finance Release 7.2 Finance Self Service (7.2) required. –This is a catch-up release that includes all of “point releases” issued since 7.1 E-Procurement Integration for Taxes and Currency (7.2) required. This is 2 nd phase of Tax/Currency API enhancement. Journal Voucher APIs (7.2) required. 1 st phase of developing APIs – creating, updating, deleting rows in FGBJVCH and FGBJVCD

5. 5 Upgrades in General Release 7.3 Common Matching Usability Improvements. A client advisory group, 14 institutions, has been providing feedback Huge number of RPEs have been incorporated in this release.

6. 6 Upgrades in A/R Release 7.3 Accounts Receivable (7.3) required –e-Bill – both Student Self-Service Banner and A/R Internet Native Banner are being enhanced – allow students and staff to view the statement output of the Student Billing Statement process, TSRCBIL, when converted to PDF format and stored. A/R Reconciliation Report (TGRRCON) improvements (RPE 38777)

7. 7 Upgrades in H/R Release 7.2 Banner H/R 7.2 and Position Control are upgraded

8. 8 Upgrades in A/R Release 7.3.x PLUS Loan Refund Enhancement involving changes to these: –TSRRFND – Auto Refund Credit Amt –TGRFEED – Accounting Feed process –FURAPAY – Refund Interfaces. This release dependent upon Fin Aid 7.5.1

9. 9 Finance – 1099 Support (6.x/7.x) No notice of changes have been received as of today.

10. 10 Accounts Receivable – 1099T Support (6.x/7.x) SGHE has received notice that IRS has published changes to form 1098T. Changes will be made in 6.x and 7.x to support this

11. 11 Upgrades in Finance Release 7.3 Tabbed forms have been modified to facilitate navigation between the form windows –FRABUDP – Proposal Budget –FOMPROF – User Profile Maintenance –FPARDEL – Requisition Cancel –FPAPDEL – Purchase Cancel –FPACDEL – Change Order Cancel

12. 12 Upgrades in Finance Release 7.3 (cont’d) Research Accounting Maintenance Bundle –FRABUDP – Proposal Budget –FOMPROF – User Profile Maintenance –FPARDEL – Requisition Cancel –FPAPDEL – Purchase Order Cancel –FPACDEL – Change Order Cancel

13. 13 Upgrades in General Release 7.4 Data Extract Output Enhancement (GJIREVO) –Output will be written to new tables

14. 14 Banner Finance Upgrades - Release 8.0 Proposal Development and Electronic Submission –Research Accounting module

15. 15 Banner Finance Upgrades - Release 8.0 Travel and Expense Reporting –Expected functionality to include capability to: Initiate pre-travel authorizations Incorporate travel policy and rules Encumber planned travel expenses Request travel advances Report final travel expenses Request reimbursement to the travel (if expenses exceeded advances) or initiate repayment to the College (if advances exceeded expenses)

16. 16 Banner H/R – Position Control Release 8.0 Multi-year encumbrances for grants Enhancement labor and effort reporting

17. 17 Questions?

18. 18 Mickey Hughes SGHE Finance Consultant