Finance Self-Service Training
The Finance Administrative System houses the data for all of the financial transactions and the budget information for the University. It has two components: Finance Self-Service (FSS) and Internet Native Banner (INB). Finance Self-Service is a web based, user friendly interface that allows users to query and view department budget information.
The Budget office regularly offers four training sessions on Finance Self Service for those users who have access and responsibility for their departments budget(s).
Prerequisite: General Budget Concepts
Topics include: Budgeting and Pooling Concepts, Fiscal Year/Period, FOAP, Rule Class Codes/Journal Types, and Document Numbers. This session is for new employees or those recently given budget responsibilities It is a requirement before attending the Finance Self Service Session I.
Session I
Topics include: Navigation, New Terminology, Index/Account Type/Queries, Budget Queries, Parameters, Budget Query by Organizational Hierarchy, Budget Query Status by Account, and Budget Quick Query. This session is a prerequisite to the other sessions.
Session II
Topics include: Encumbrance Query, View Document, Code Lookup, User Calculated Columns, Extracting to Excel