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Introduction to myGate Finance. Agenda. Welcome Your myGate myGate Finance Overview & Terminology Chart, FOAPAL & Crosswalks Basic Navigation in Banner Links to Online Help & Crosswalks https://www.murraystate.edu/crosswalk/ “What will stay the same” Q&A. Your myGate.

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Introduction to mygate finance

Introduction to myGate Finance


Agenda
Agenda

  • Welcome

  • Your myGate

  • myGate Finance Overview & Terminology

  • Chart, FOAPAL & Crosswalks

  • Basic Navigation in Banner

  • Links to Online Help & Crosswalks

    • https://www.murraystate.edu/crosswalk/

  • “What will stay the same”

  • Q&A


Your mygate
Your myGate

  • Sign on information will be sent out by the Help Desk

  • Technical issues are being resolved and enhancements will continue to be made

  • You will be notified as ongoing enhancements are implemented and training will be available to personalize your myGate screen


Mygate finance overview
myGate Finance Overview

  • myGate Finance will be the first module

    to “go live” on July 1

  • Finance Team has been working tirelessly since last summer to prepare and to implement

  • Enhancements will be an ongoing process…Improvements will continue!


Mygate terminology
myGate Terminology

  • ERP

    • Enterprise Resource Planning systems (ERP) attempt to integrate several data sources and processes of an organization into a unified system, using multiple components of computer software and hardware, as well as a unified database, to achieve the integration.

  • Sungard Higher Education

    • Vendor selected by MSU for myGate project implementation


Mygate terminology cont d
myGate Terminology (cont’d)

  • Luminis

    • The portal or website technology to access information and services in a secure environment

  • Banner

    • Integrated suite of software products that serves as an interface between users and the database where all system records are stored


Mygate terminology cont d1
myGate Terminology (cont’d)

  • Internet Native Banner (INB)

    • Create/Modify Requisitions

    • Create/Modify Direct Payments

  • Self Service Banner (SSB)

    • Budget Queries

    • View Documents

    • Approve Documents

    • Create Budget Transactions



  • “What will stay the same”Several forms may change a little bit because of new FOAPALs, but many procedures will not change.

    • Agency Payment Procedures

    • Cash Transmittals

    • Computer Loan Procedures

    • E-Print Report for prior periods

      • Current data will be viewed through Banner Self Service


    What will stay the same
    “What will stay the same”

    • Group Travel Requests

    • Inter-Account Bills (form layout has changed)

    • Procedures for Vendor Records

      • Vendor Information form goes to vendor

      • Vendor Request form goes to Procurement

    • Personal/Special Service Contract

      • Payments will be paid through Banner


    What will stay the same1
    “What will stay the same”

    • Petty Cash Request Form

      • Replenishment will be paid to custodian through Banner direct payment

      • Employee reimbursements for purchases will be through petty cash (Procurement)

    • Purchasing Card Procedures & Forms

    • Time & Effort Reporting for Grants

    • Travel Requests

      • Travel vouchers will be paid through Banner direct payment (use Travel Voucher as invoice)

    • Stop Payment Procedures


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