Introduction to myGate Finance - PowerPoint PPT Presentation

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Introduction to myGate Finance
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Introduction to myGate Finance

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  1. Introduction to myGate Finance

  2. 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

  3. 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

  4. 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!

  5. 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

  6. 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

  7. 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

  8. Basic Navigation

  9. “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

  10. “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

  11. “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