Banner
Banner Finance
Finance
User
User Training
Training
Beginners Guide to
SSB Budget Queries
1
Training Overview
• Logging into Self-Service Banner
(SSB)
• Budget queries
• Downloading Banner info to Excel
• Encumbrance queries
2
Request Access to Banner
• Complete the Access to Banner
Finance form
3
Logging in to SSB
• Log into myTSU
4
Logging in to SSB
• Select Banner Services
5
Budget Queries
• Select Finance from the main menu
6
Budget Queries
• Select Budget Queries
7
Budget Queries
• Select Budget Status by Account
8
Budget Queries
• Select data columns to appear
1
2
9
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
10
Budget Queries
• Enter appropriate parameters
• Click Submit Query button
11
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
12
Budget Queries
• Final report screen
• Click any blue number for further detail
13
Compute Additional
Columns
Complete the “Compute Additional
Columns for the query” section
14
Downloading to Excel
• Click Download Selected Ledger Columns
15
Downloading to Excel
• File automatically opens in Excel
16
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
17
Other Functions
• Encumbrance Query provides a listing of
all Encumbrances by Organization or Grant
• View Document will provide detail on a
specific document
18
Remember you are only
performing queries, you
cannot break anything!!
The End
19