welcome to banner 9 finance training! - university of memphis€¦ · welcome to banner 9 finance...
TRANSCRIPT
![Page 1: Welcome to Banner 9 Finance Training! - University of Memphis€¦ · Welcome to Banner 9 Finance Training! Fall 2018. Agenda –Banner 9 Finance •Introduction •System Navigation](https://reader033.vdocuments.site/reader033/viewer/2022042804/5f57903f6a3a970041056a76/html5/thumbnails/1.jpg)
Welcome to Banner 9
Finance Training!
Fall 2018
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Agenda – Banner 9 Finance
• Introduction
• System Navigation
• Banner Keyboard Shortcuts
• Comparison of Commonly Used Pages
• New Features
• What’s Next – Banner Self-Service
• Accounting Resources
• Questions
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Banner 9 Introduction
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Banner 9 Implementation• Banner 8 will no longer be supported by Ellucian;
therefore, we must transition to Banner 9.
• All Forms in Banner 8 are now Pages in Banner 9.
• Banner 9 (Prod) Go Live – 09/24
• Finance Self-Service 9 (Prod) – 10/06
• Banner 8 (Prod) Turned Off – 12/31
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Banner 9 Testing Environment• Banner 9 Test - https://mytest.memphis.edu (Firefox or
Chrome works best.)
• Banner 9 Admin Pages (Test)
• Enter UUID & Password
• Select Finance Tab
• Select Admin Pages on the Left.
• Banner 9 Finance Self-Service 9 (Test) Available 8/31
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System Navigation
Banner 9
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System NavigationCall Out Menu
My Banner (GUAPMNU)
Type the form name
Welcome Screen Shortcuts
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GUAPMNU Form
Number of Pages – Number of Records
Banner Forms
Double-Click to
add form or select
My Banner (Personal Banner Menu – Max 25)
Select F10/Save IconUpdates will be reflected upon
next login
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Keyboard Shortcuts
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Shortcuts
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Shortcuts
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Shortcuts
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Banner Commonly Used Pages
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Banner Pages
1. FGIBDSR: Executive Summary
2. FGIBAVL: Budget Availability Status
3. FGIBDST: Organization Budget Status
4. FGITRND: Detail Transaction Activity
5. FAIVNDH: Vendor Detail History
6. FGITBSR: Trial Balance Summary
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FGIBDSR: Executive Summary
• Enter Index or FOP and select the Go or Next Section
Icon.
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• Sort by each Column Header is available.
• Display up to 50 Lines on One page.
• Rollback – Select Start Over or F5 (Refresh).
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• Select Export to export to Excel.
• Select Print to print information.
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New Features
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New Features
• Key Word Hints (i.e. FAIV or Vendor)
• Banner Call Out Menu
(Self-Service Access)
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New Features
• Recently Opened
– The recent tab
includes Banner
Admin Pages and Self-
Service.
– In order to toggle back
to Admin Pages from
Self-Service, select a
recent Admin Pages
form or Select Home.
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New Features
• Sort by Column Headers
• Easy Export to Excel
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What’s Next – Banner Self-Service
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What’s Next – My Finance
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What’s Next – New Query
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What’s Next – Query Results
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What’s Next – My Finance Query
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What’s Next – View Documents
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What’s Next – View Document (POs)
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Accounting Resources
http://www.memphis.edu/accounting/accsys.php
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Accounting Resources
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Questions