Chapter 1: Introduction to Banner Finance

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What is Banner?

Banner is ERP software from the Ellucian vendor used by hundreds of universities, including many in the State of Ohio.

  • WSU finance went live July 2005 (fiscal year 2006). Before Banner, Finance used the FAS system, which could also be accessed via FDS (Financial Desktop Services) application.
  • Banner was implemented out-of-the-box with some CaTS extensions & a few critical modifications, “french-vanilla” implementation. Upgrades occur periodically and are noted in the What's New section of the wiki.
  • Approximately 1100 Finance users at WSU.
  • Other Banner modules feed data into Banner Finance: HR/Payroll, Student, Advancement, Sponsored Programs, Budget.
  • Other applications feed into Banner such as WrightBuy, Telecom, and others.
  • Banner is a real-time system! Posting and approvals for typical transactions run every few minutes. Some systems feed daily or monthly (e.g., Payroll posts at the end of a pay period).
  • Finance module information is used for WSU management/operations as well as external reporting.

WINGS Express Finance Menu Links

In WINGS Express, the Finance tab includes the menu below. Our Finance menu changed to 1-page, instead of 2-pages, 3/24/16.

Documents

  • Approve/Disapprove Documents Primarily used to approve/disapprove Journal Vouchers. See Chapter 4.
  • Create Expense or Budget Transfer Create an expense transfer or budget transfer Journal Voucher. See Chapter 4.
  • View Document View Banner finance documents(e.g., journal vouchers, invoices, purchase orders, etc.) See Chapter 3.
  • WrightBuy Services WSU's electronic procurement "WrightBuy" system to create, view or approve a purchase requisition.

Queries and Reports

  • Balance Available Report Lists your funds and orgs with balance & subtotals selected. See Chapter 6. **This is especially good for new users as an overview which doesn't require many inputs.**
  • General Ledger Report - Shows balances & transactions for General Ledger accounts. See Chapter 9.
  • Query Budget View budget and expense transactions in different ways depending on the type of budget query you choose. See Chapter 5.
  • Query Encumbrance Query items(e.g. purchase orders) that are still encumbered. See Chapter 5.
  • Transaction Detail WSU- developed query, use multiple search criteria to produce a listing of transactions. See Chapter 5.

FOAPAL Codes

  • Code Lookup Quick way to access Code Lookup to search for codes. See Chapter 2.
  • FOAPAL Hierarchies Shows the structure of Banner org chart. See Chapter 2.
  • Fund/Orgn Access List Active funds & organizations the selected user can view. See Chapter 2.
  • Translator Use Banner Index to look up fund, org, program. See Chapter 2.

Misc. Services

  • Delete Finance Template Delete any finance templates you created that you no longer need. See Chapter 10.
  • Grant Attributes List Available to users having access to grant funds. Shows information related to each specific grant. See Chapter 8.
  • Open Accounting Period(s) Displays accounting periods that are currently open. See Chapter 2.

Targeted Services (display for those users with special access)

  • Managed Print - WSU-developed application for selected users to view, edit, and report Managed Print information for their area. See Chapter 11.
  • Non-Student Invoicing Process See Chapter 12.
  • Upload Budget/Encumbrance Transactions See Chapter 13.
  • Upload Financial Transactions See Chapter 13.
  • Upload Student A/R Transactions See Chapter 13.

Finance Menu Links

Banner Admin, WINGS Express Finance, and COGNOS all work with Banner Finance data:

Banner Admin Finance
Banner Admin is used by WSU Administrative offices (Controller, AP, BPRA, RSP, Foundation, etc) for processing needs.

WINGS Express Finance
WINGS Express Finance provides a point and click environment for departmental users, which are the majority of WSU users. You may go to WINGS Express from the icon in the upper right of the WINGS portal. A "Finance" tab will appear if you have access to WINGS Express Finance.

COGNOS
COGNOS is separate software used for reporting, is refreshed nightly, and is provided to a limited number of WSU licensed users. Please contact your Business Manager to discuss COGNOS reports that he/she may request for your use. (Training materials for COGNOS users are located in a SharePoint site titled Cognos Connection and are not included in the Finance Wiki.)


Tips and Techniques

Increase/Decrease text size to reduce scrolling and for printing

You can easily decrease the size of the text in your browser to display more information on the page or to increase the text size for printing.

Increasing and Decreasing Text Size in Internet Explorer 7 [Watch the video!]
  1. Select the Page drop-down menu
  2. Highlight Text Size
  3. Choose a smaller or larger text size
Increasing and Decreasing Text Size in Mozilla Firefox 3.5 [Watch the Video!]

Mozilla Firefox 3.5:

  1. Select the View menu
  2. Highlight Zoom
  3. Select Zoom Only
  4. Select the View menu
  5. Highlight Zoom
  6. Select Zoom In or Zoom Out

Previous versions of Mozilla Firefox:

  1. Select the View menu
  2. Highlight Text Size
  3. Choose increase or decrease
  • You can also use a keyboard shortcut with either browser, just hold down the Ctrl key while selecting the + key to increase and the - key to decrease the text size.

Maximize your browser window

You can easily maximize your browser window by selecting the maximize button in the top right of the window. See image at right.

Maximize

Open Multiple Tabs

You can open WINGS Express Finance in multiple tabs! Simply right-click on a link using Internet Explorer and select Open in New Tab.