What is SSB Finance?
Self-Service Banner (SSB) Finance is a web-based information management system that 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 Fund, Organization, Account, Program (FOAP) Codes Lookup and the ability to Save/Delete (query) templates. Additionally, department managers can submit unrestricted, discretionary one-time budget transfers. For training and additional information, click here.
How/to whom can I inquire about FOAPAL issues?
FOAPAL is the acronym for Fund-Organization-Account-Program-Activity-Location. For new Banner FOAP or related questions, please contact Ivy Efendioglu at 2731.
How do I view the transaction detail for organizations I manage?
You can “drill down” to individual transactions and their details by using Budget Queries available in Self-Service Banner for Finance. When using either the Budget Status by Account or Budget Status by Organization Hierarchy queries, you can click on any highlighted colored figure (budget, actual, or commitment) to view its associated transactions and any related system documents. With most queries and drill down results, you can download returned information to Excel (.csv file). For training and additional information, click here.
I need to track expenses at a more detailed level than the account codes provide. What are my options?
You have the following options:
- Request a new Org (department) code, or
- Request an Activity code
Please contact Ivy Efendioglu at 2731 to further discuss your options.
How do I get a new Banner Account code?
You can send a request along with a description of proposed usage to Ivy Efendioglu. However, new account codes must be global, applicable to multiple departments across campus and not limited to one department. If you need a code that applies to your department only, you should request an Activity code instead.
What is an Activity code and why would I want one?
Activity codes are used to provide departments with a method of tracking specific revenues or expenses that are unique to the department. The code must be created before it can be used and also must be used on all related transactions.
Where can I find vendor information?
Vendor information is available on SSB if a PO has been issued or payment has been made. Information includes vendor address, PO number, FOAPAL, invoice number, payment date and check number. This information is accessible through query by the user for the FOAPALs that are under his/her responsibility only.
Whom should I contact about miscoded transactions?
Please contact the department that initiated the original transaction: