1. If you would like to log into Banner Test and follow along: o Log into MyBSU o Select Departments o Select Administrative Systems o Select Banner o Select Click here for all other Banner databases (for training only) o Select BANT Self Service o Log in with your Infobear user name and pin

2. Banner Finance Self-Service Banner Finance Self-Service enables users to access information in Banner Finance via the World Wide Web

3. Using Banner Finance Self-Service you can: Enter budget transfers Create, retrieve and/or save budget and encumbrance queries Download queries to Excel

5. Budget Transfers

6. always BD04

7. Enter Transfer Amount Chart = A Enter Index and Account (or Fund, Org, Account and Program) Enter Description Select Budget Period from drop-down (July = 01, August = 02, etc.) Select Complete

8. If an index was entered you will need to enter the account again and complete again

9. **once submitted any changes have to be made by the Budget Office**

10. Queries Budget Queries  Budget Quick Query  Budget Status by Account  Budget Status by Organizational Hierarchy Encumbrance Query

11. Budget Quick Query This query allows you to view the current status of a budget. No additional functionality exists.

13. If an index is entered instead of the fund, org and program you will need to select Submit Query again.

14. New feature in Banner notifies of pending documents – select to view Budget Quick Query is view-only. No download feature is available in this view.

15. Select any document code in red to drill down into the document.

16. Budget Status by Account Query View budget and related transactions by organizational hierarchy Download query results to Excel Drill down functionality exists Compare fiscal years

19. When using the Budget Status by Account query you can select the fields.

20. Budget Status by Account If an index is entered instead of the fund, org and program you will need to select Submit Query again.

21. Download results into Excel.

22. drill down on anything in red type

23. These results can also be downloaded into Excel.

24. Budget Status by Organizational Hierarchy View budget and related transactions by organizational hierarchy Download query results to Excel Drill down functionality exists Compare fiscal years

25. When using the Budget Status by Organizational Hierarchy query you can select the fields.

27. Results are rolled up – select org code to drill down.

28. Drill down by account type

29. Results by account type: 7B = 711xx 7E = 714xx 7F = 715xx

30. Continue to drill down for additional detail.

32. Query to show year to year comparison of annual expenditures.

33. Uncheck all except Year to Date

34. compare by fiscal year Select Comparison Fiscal year and Comparison Fiscal period

35. compare fiscal years

36. Encumbrance Query View encumbrance information by account for specified FOAPAL Wildcard (%) is an acceptable entry for fund, org, account and program Drill down functionality exists at the document level Encumbrances are POs only – requisitions are not captured in this query

38. Select Encumbrance Status: Open, Closed or All

40. Drill down to the invoice Drill down to the purchase order

43. Any questions? The Finance Self Service Manual is available on the Budget Office website: https://my.bridgew.edu/departments/budget/Shared%20Documents/Forms/AllIte ms.aspx