Banner Finance Homepage 1. Connect to and select System Access. 2. Select Finance Home Page. 3. Select an applicable topic in the center of the screen under Banner Finance Homepage heading. Options include: A link to contact the Business Systems group Instructions on getting set up for access to Banner Finance Links to the Campus Budgets Dashboard ITS Maintenance Schedule Maintenance schedule from Information Technology Services TSS Info on System Maintenance Click to see information from Technology Support Services Reset Password To reset password before initial Banner Finance login or to reset expired password Log in to Banner Finance Self Service Access to Banner Self Service for any Banner module E-Print Access to E-Print reports E-Print – The Right Report for the Job Display list of E-Print reports by fund type Reconciliation Form – Dept. Monthly Activity Access to monthly financial Reconciliation Form (Excel spreadsheet format) Banner Finance Training Manual Access to the online version of the Banner Finance Training Manual Helpful Banner Finance Tips Display of Banner Finance Tips (also listed below in this document) Request New University Computer Account or Access to Additional Fund Codes Access to electronic forms to display the form to complete for a new University computer account or access to additional fund codes Register for Finance Training Classes Click on this link to register for a Finance Training Class Banner Chart of Accounts-- Revenue Accounts Salaries and Benefits Expense Accounts Access to complete listing of the revenue, salary/benefits, and expense accounts including individual descriptions Closing Dates-Fiscal Year Access to copy of yearly memo showing closing dates for current fiscal year
E-Print 1. Connect to Appleap homepage and select the Reporting tab and select E-Print. 2. Log in using your Novell User ID and Password. Confirm that “Repository” is set to Prod Banner Finance Chart A. If not, select from the pull-down menu. Press the Enter button. 3. Locate the desired report. If not listed on the page, use the pull-down menu or click on the previous or next button. When you have located the desired report double click the drill icon by the report name. 4. Select the monthly report you wish to view. If the report is not visible, use the pull-down menu or click the previous or next button. Once located, double click the magnifying glass icon in the first column. 5. If you choose the Pick Values Manually option, and click the GO button, a screen will appear displaying all fund numbers assigned to your area. Click the box in front of the fund(s) you wish to view, and click the “Get the Report” icon; or type a specific fund number and click the GO button. The Search Option allows you to type in a specific account number, and click the GO button. The Range Option allows you to type a range of fund numbers (i.e., 109300 to 109350) then click the GO button. After one of the options listed above has been selected, the list of funds you requested will be displayed. 6. Click on the PDF icon. 7. Acrobat Reader will open the first page of the first fund you requested, and will display a list of all the funds selected. Click the fund you desire to view.