banner finance user training

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Banner FinanceUser Training

Beginners Guide toSSB Budget Queries

Banner FinanceUser Training

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Training Overview

• Logging into Self-Service Banner (SSB)

• Budget queries

• Downloading Banner info to Excel

• Encumbrance queries

Request Access to Banner

• Complete the Access to Banner Finance form

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Logging in to SSB

• Log into myTSU

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Logging in to SSB

• Select Banner Services

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Budget Queries

• Select Finance from the main menu

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Budget Queries

• Select Budget Queries

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Budget Queries

• Select Budget Status by Account

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Budget Queries

• Select data columns to appear

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Budget Queries

• Data columns represent– Adjusted Budget: current budget– Year to Date: transactions to date– Encumbrances: PO’s processed– Reservations: requisitions outstanding– Commitments: encumbrances+reservations– Available Balance: budget less other columns

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Budget Queries

• Enter appropriate parameters• Click Submit Query button

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Budget Queries

• Parameters– Fiscal Year: desired fiscal year– Fiscal Period: 01 = July, 02=August, etc.– Chart: S for University, F for Foundation– Grant: = Fund; only needed for grants– Account: used to refine report

• May optionally specify comparison year

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Budget Queries

• Final report screen

• Click any blue number for further detail

Compute Additional Columns

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Complete the “Compute Additional Columns for the query” section

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Downloading to Excel

• Click Download Selected Ledger Columns

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Downloading to Excel

• File automatically opens in Excel

Other Functions

1. If you like the format of the query, you may save the format of the query

2. Create Another Query

3. Return to Menu

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Other Functions

• Encumbrance Query provides a listing of all Encumbrances by Organization or Grant

• View Document will provide detail on a specific document

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Remember you are only performing queries, you cannot break anything!!

The End