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Introduction to Banner Finance Tools

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Introduction to Banner Finance Tools. Presented by: Nate Grimm. Finance Reporting Tools. Self Service Banner Finance Real time access using a generic web-based client . e~Print - Canned reports delivered with the Banner system. Run nightly. INB (Internet Native Banner)

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Introduction to Banner Finance Tools

Presented by: Nate Grimm

Updated: 11/16/10

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Finance Reporting Tools

  • Self Service Banner Finance
      • Real time access using a generic web-based client.
  • e~Print

- Canned reports delivered with the Banner system. Run nightly.

  • INB(Internet Native Banner)

- Full featured client for real time access to all of Banner.

- Web based.

  • Discoverer Viewer

- Web based reporting tool.

- Pulls from the Operational Data Store (ODS) as of the end of the previous day.

self service banner finance
Self Service Banner - Finance
  • Generic Web based client
  • Real time access
  • Provides extensive transaction detail
  • Budget Status by Account

- Can get Available Balance for Budget Balance accounts only.

- Cannot get balances for Fund Balance accounts.

  • Documents Retrievable:

- Journal Entries

- Invoices

- Purchase Orders

self service banner finance1
Self Service Banner - Finance
  • Accessible from Trailhead.

First time requires password for synchronization.

  • Can export transaction and summary information to Excel.
  • Can drill down from summary level to transaction detail to document level.
e print
e~Print
  • Canned reports delivered with the Banner system.
  • Run nightly as of the end of the day.
  • Except for the INB client, this is currently the only tool that has a report for viewing balances for Fund Balance accounts.
  • Also the only place to see Payroll and A/R detail.
e print1
e~Print
  • Accessing e~Print:

Direct Link: https://eprint.mines.edu

Requires Banner login and password.

Same login as INB client.

Trailhead: Click the Self Service icon

First time only requires password.

inb internet native banner
INB (Internet Native Banner)
  • What we use in the Controller’s Office
  • Real time access
  • Web based client
      • Self installs, but requires administrative rights to PC for installation.
  • Steep learning curve
inb internet native banner1
INB (Internet Native Banner)
  • Most functionality of any of the tools.
  • Most efficient way to navigate Banner Finance account data.
  • Banner INB Fundamentals CBT
      • On reserve in the Library.
      • Covers basic navigation of forms.
  • Controller’s Office is currently offering training
discoverer viewer
Discoverer Viewer
  • Reports from the Operational Data Store (ODS)
  • ODS is a copy of Banner data that is refreshed nightly.
  • Web based client.
  • Accessible from Trailhead.

First time requires password for synchronization.

discoverer viewer1
Discoverer Viewer
  • Allows us to publish custom reports.
  • Initial training currently being offered by IS.
  • Finance reports still in progress
take a ways
Take-A-Ways
  • For Budget Funded accounts
    • Use either e~Print or SSB Finance.
  • For Fund Balance accounts
    • Balance only correct on e~Print: Fund Balance Checkbook Detail.
    • Use e~Print or SSB Finance for account detail.
  • Payroll detail and Tuition detail only on:
    • Budget Balance Checkbook Detail report.
    • Fund Balance Checkbook Detail report.
  • Cannot use Budget Status reports “Available Balance” for Fund Balance accounts.
  • ODS Discoverer Reports coming soon.
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