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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 “What will stay the same” Q&A. Your myGate.

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Presentation Transcript
  • 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
“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