Welcome To Banner 9 Finance Training! - University Of

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Welcome to Banner 9Finance Training!Fall 2018

Agenda – Banner 9 Finance IntroductionSystem NavigationBanner Keyboard ShortcutsComparison of Commonly Used PagesNew FeaturesWhat’s Next – Banner Self-ServiceAccounting ResourcesQuestions

Banner 9 Introduction

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

Banner 9 Testing Environment Banner 9 Test - https://mytest.memphis.edu (Firefox orChrome 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

System NavigationBanner 9

System NavigationCall Out MenuType theform nameMy Banner(GUAPMNU)Welcome ScreenShortcuts

GUAPMNU FormBannerFormsDoubleClick toadd formor selectNumber of Pages – Number of RecordsMy Banner (PersonalBanner Menu – Max 25)Select F10/Save IconUpdates will be reflected uponnext login

Keyboard Shortcuts

Shortcuts

Shortcuts

Shortcuts

Banner Commonly Used Pages

Banner Pages1.2.3.4.5.6.FGIBDSR: Executive SummaryFGIBAVL: Budget Availability StatusFGIBDST: Organization Budget StatusFGITRND: Detail Transaction ActivityFAIVNDH: Vendor Detail HistoryFGITBSR: Trial Balance Summary

FGIBDSR: Executive Summary Enter Index or FOP and select the Go or Next SectionIcon.

Sort by each Column Header is available. Display up to 50 Lines on One page. Rollback – Select Start Over or F5 (Refresh).

Select Export to export to Excel. Select Print to print information.

New Features

New Features Key Word Hints (i.e. FAIV or Vendor) Banner Call Out Menu(Self-Service Access)

New Features Recently Opened– The recent tabincludes BannerAdmin Pages and SelfService.– In order to toggle backto Admin Pages fromSelf-Service, select arecent Admin Pagesform or Select Home.

New Features Sort by Column Headers Easy Export to Excel

What’s Next – Banner Self-Service

What’s Next – My Finance

What’s Next – New Query

What’s Next – Query Results

What’s Next – My Finance Query

What’s Next – View Documents

What’s Next – View Document (POs)

Accounting php

Accounting Resources

Questions

Finance Training! Fall 2018. Agenda –Banner 9 Finance Introduction System Navigation Banner Keyboard Shortcuts Comparison of Commonly Used Pages New Features What’s Next –Banner Self-Service