Introduction to mygate finance
This presentation is the property of its rightful owner.
Sponsored Links
1 / 12

Introduction to myGate Finance PowerPoint PPT Presentation

  • Uploaded on
  • Presentation posted in: General

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

Download Presentation

Introduction to myGate Finance

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.

- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript

Introduction to mygate finance

Introduction tomyGate Finance



  • Welcome

  • Your myGate

  • myGate Finance Overview & Terminology

  • Chart, FOAPAL & Crosswalks

  • Basic Navigation in Banner

  • Links to Online Help & Crosswalks


  • “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

  • Basic navigation

    Basic Navigation

    Introduction to mygate finance

    “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

  • Login