USF Lone Mountain trees
University of San Francisco

Finance System Resources

The Quick Guide includes contact information, notes from the Self-Service Banner for Finance training session, e-Print reports, web resource information, and a table of Banner Accounts Expense codes. The Reports Overview is a one-page summary of available e-Print reports for Finance. The e-Print User Guide 4.0 is an additional resource for configuring and navigating the e-Print system.

Confirm/Establish Access for SSB for Finance, e~Print Reports, and Business Intelligence (BI) Business Managers Report Domain

For access to the resources listed above, contact Ivy Efendioglu. Please establish and confirm your access before attending training.

Budget Transfer via SSB for Finance

With the introduction of Self-Service Banner Finance, Business Managers have the option of performing one-time transfers of discretionary budgets between their organizations and/or budget pools. The Self-Service Banner Budget Transfer Guide describes how to perform your own budget transfers.

Banner Finance Summary Tool

In addition to Finance reporting via Self-Service Banner and e-Print reports, we provide a Banner Finance Summary Tool for Unit Business Managers. This tool is a Microsoft Excel pivot table that contains aggregated financial data as of the indicated date for your divisions. Banner organizational and account hierarchies have been incorporated into the file to allow you to view your financial information from a variety of perspectives. All funds and transactions are included, both unrestricted and restricted. For more information about access and training for the Summary Tool, please contact, Joe Henson , x6003.

About Self-Service Banner (SSB) for Finance & e~Print Reports

Self-Service Banner for Finance has several aids to find information within Banner Finance. This web-based information management tool allows users to query budget, actual, and encumbrance activity at both the summary and detail level. It enables transaction detail “drill-down” as well as access to associated individual purchase requisitions and orders. It also provides FOAPAL Codes Lookup and the capacity of Saving/Deleting (query) Templates. Additionally, account managers will be able to use it to submit unrestricted, discretionary budget transfers; and create purchase requisitions.

e~Print is the University’s on-line report repository. The Finance Daily and Monthly Repository contains the following key Banner Finance reports:

FGRBDSC Budget Status (Current Period)

FGRODTA Organizational Detail Activity

FGROPNE Open Encumbrances Report

FZRBDSC Organization and Account Type Summary

The first three reports are available to organization business managers. The last report is only available to unit business managers. To login to e~Print use your USFconnect username and password. Please contact the originating departments if you have questions regarding specific transactions. If you cannot access e~Print, or need additional information, please contact Ivy Efendioglu at ext. 2731.

Business Intelligence (BI) Business Managers Report Domain

BI provides web-based, parametized reports and charts. The existing BI reports cover a number of topics including: Finance Transaction Activity, Fund Balances (Restricted), Unit Summary (Unrestricted), Org Budget Summary, Current Budget, Chart Hierarchies, Multi-Year Unit Comparison (Unrestricted), Organization Summary (Unrestricted), Active Employee Report, Activity Code Summary. If you cannot access the BI tab via USFConnect please contact Ivy Efendioglu at ext. 2731.