If you need assistance and don't find the answer below, submit a ticket to Business Systems. If you have a WebFOCUS report request, submit a ticket to Business Systems. Call Kevin Patterson (x7561) if you need help with the request.
New Users Access to Banner Finance
These are instructions for establishing your initial access to Banner Finance:
- To gain access to funds for Banner Self-Service, E-Print, and Campus Budgets Dashboard the supervisor of the employee needing access should fill out the Request Banner Account Options form.
- New users of Banner Finance should watch the Banner Finance Training videos as soon as possible. These videos are posted on the Budget Office webpage.
Campus Budgets Dashboard
An easy way to view your budgets and expenditures!
- Description of Reports
- Data is updated weekdays at 5 a.m., 10 a.m., 12 p.m., 2 p.m., and 9 p.m. and weekends at 7 p.m.
- Log-in to the Campus Budgets Dashboard
- Log-in Issues - All Banner Finance users have been given access to this dashboard. If your password is not working, or access to a report will not work for you, please e-mail Tamara Lamont at lamonttd@appstate.edu or call the help desk at x6266.
- Report Issues - If you find an issue with the data in a report please contact Business Systems x7561, the Budget Office at x8195, Special Funds Accounting at x6890, or the ASU Foundation at x2341 as you see fit from the issue you have encountered.
Resources
- TSS Info on System Maintenance
- Reset Password (you must reset your password before initial Banner Finance login)
- Log in to Banner Finance Self Service
- E- print(Reports, Org-Fund list, List of Grants, Fund Hierarchy)
- Please remember to choose repository Prod Banner Finance Chart A (or F) when logging in.
- The Right Report for the Job
- Budget Reconciliation Training - Can be found on the Budget Office website
- Banner Finance Training Manual
- Helpful Banner Finance Tips
- Request New University Computer Account or Access to Additional Fund Codes
- Banner Finance Training Class
- Banner Chart of Accounts
- Please see the webfocus.appstate.edu dashboard: Campus Budgets -> COA: "Accounts-Expenditures by Pool" and "Accounts-Revenue".
- Fund Matrix
- Closing Dates - Fiscal Year
Frequently Asked Questions
Why doesn't my password work?
Reset your password at the link above before your initial Banner Finance login. Your username and password for Banner Self-Service will be the same as your e-mail userid and password.
How should I do a budget query when first going into Banner Self-Service?
When logging into Banner Finance Self Service for the first time to perform a budget query, the fiscal year must be changed to the current fiscal year and the appropriate Chart of Accounts, either A of F (case sensitive) entered.
Who should I contact if I am having problems accessing my funds?
Please contact one of the following people by e-mail or help desk ticket:
- Business Systems - Create Help Desk Ticket (For State Funds and all other funds)
- Elaine Berry - berryle@appstate.edu (For Special Fund or Grants)
- Clayton Christian - christiancc@appstate.edu (For Foundation Funds)
Why can't I log in to E-print?
- Make sure you are using your email userid and password
- Try the e-print link above
- Reset your password at the link above
I am a new employee, how do I get access to my departmental budget?
The department head responsible for the budget needs to fill out the "Request Banner Account Options" providing the person's email user id, campus contact information, and the budget codes (now called funds in Banner) for access.
Why don't I have access to a Fund I am responsible for, I am logged in with my Banner UserID?
Call the help desk at x6266. They will check to make sure you receive the proper system access.
How can I receive Banner Training?
Access the Banner Finance Training Manual online at the link above. Additionally a training program is being developed. Contact the Budget Office x8195.
Why don't I see "Finance" on my Self-Service Menu?
Call the help desk at x6266. They will direct you to the proper person who can help you.
Why don't I see any reports, even though I am logged into E-print?
See "I am a new employee, how do I get access to my departmental budget" question above. Don't forget to enter your Fund Codes on the form.
Which repository do I choose when logging into E-print?
See the E- print screenshot
How do I get help with an on-line requisition?
Try the YoMart Confluence pages first. If you have further questions enter a service desk help ticket to Business Systems.
None of the above answers my question--who can I call for help?
Call the help desk at x6266. They will direct you to the proper person who can help you.