|
|
MTSU Banner Finance FAQ
Disclaimer: This FAQ is in reference to Banner Finance only. For questions regarding other administrative information systems, please contact the appropriate responsible department.
|
|
Printable format (PDF)
- What is Banner Finance?
- Banner is an enterprise resource planning (ERP) information system that is currently being implemented at all Tennessee Board of Regents educational institutions.
- Banner Finance is one part of the Sungard Higher Education Banner suite of applications that replaced the administrative information system known as FRS.
- Will FRS continue to work?
- End users may only access financial information for fiscal years prior to 2006 in FRS.
- All financial information for fiscal year 2006 and beyond must be accessed via Banner Finance.
- Will SIS continue to work?
- SIS will continue to work until it is replaced with Banner Student.
- End users will be notified of the Banner Student implementation date and training availability.
- When will I receive training on Banner Finance?
- MTSU’s Business and Budget offices regularly hold departmental training sessions for Self Service Banner and e~Print, and end users are notified via email ahead of time.
- Training documentation for Banner Finance is available at the Business Office’s Web site.
- How do I obtain a user ID and PIN for Banner Finance?
- If you previously had access to FRS, you should have already received a user ID and PIN for Banner Finance.
- If you are a new employee or a new user, you must complete and submit the MTSU Banner Finance Account Request form.
- How do I access Banner?
- Users may access Internet Native Banner, Self Service Banner, and e~Print here.
- Access to Internet Native Banner and Self Service Banner is restricted to on campus, wired Internet connections only (NOTE: you CANNOT connect to these systems using MTSU’s wireless network).
- What is the difference between Internet Native Banner (INB) and Self Service Banner (SSB)?
- Internet Native Banner (INB) is intended for heavy users and those requiring more administrative functionality.
- Self Service Banner (SSB) is intended for light users and does not include the more complex features found in INB.
- The majority of users will utilize SSB.
- Are there any system restrictions?
- SSB automatically logs out after 2 hours of inactivity.
- How do I access my department's monthly financial reports?
- As with FRS, monthly financial reports are available via e~Print.
- You may refer to the e~Print Quick Guide.
- What is a Banner Finance index code?
- What used to be known as an account in FRS is now an index code in Banner Finance (without a dash -).
- An index code is merely a shortcut to a Banner Finance FOAPAL.
- What is a FOAPAL?
- FOAPAL is an acronym for an accounting string in a Banner Finance; it relates to Fund, Organization, Account, Program, Activity, and Location.
- Although you can still use your index code in Banner Finance, users need to become familiar with their department’s organization code.
- How do I know my department's FOAPAL?
- What is a Banner Finance account code?
- What used to be known as an FRS object code is now a Banner Finance account code.
- Banner Finance account codes are 5 digits, whereas FRS object codes were 4 digits.
- Salary and wage account codes begin with a 6, and expense account codes begin with a 7.
- For example, the supplies FRS object code 4510 is now the Banner Finance account code 74510.
- How will I know what the equivalent Banner Finance account code is for a certain FRS object code?
- You may use the code lookup utility on the Business Office’s Web site.
- The “Department Reference Guide and Banner Code Listing” documentation is also distributed during the beginner’s end user training sessions and is available by request from MTSU’s Accounting Services office.
- Are there any new requirements for grants?
- Grants are treated like other departments.
- The only difference is that when performing a SSB budget query, you must populate the “Grant Code” field.
- Your grant code is the same as your fund code.
- Are there any new requirements for viewing Foundation financial activity?
- Foundation financial information is obtained via the same processes as one would use for viewing University financial information.
- The only difference is that you must specify Chart F in INB, SSB, and e~Print.
- Why can't I view general ledger activity in SSB?
- General ledger activity can only be viewed in INB or e~Print.
- You may refer to the e~Print Quick Guide.
- Are there new processes for payment and travel authorization requests?
- No. Users will still follow the same processes.
- The only difference is that travel authorization requests are no longer encumbered.
- NOTE: Employees who receive their payroll direct deposit advice via email will also receive travel and other reimbursement notifications via their MTSU email address.
- Who do I contact if I have a question about a specific charge?
- You should contact the appropriate department responsible for the charge.
- You can identify the responsible department by the type of document posted to your organization.
- For example, if the document begins with a “BS,” it is a bookstore charge and you should contact Phillips Bookstore. If the document begins with an “I0,” it is an invoice and you should contact Accounting Services.
- You may access the list of document codes on the Business Office’s Web site.
|
|
 |
