Banner Finance Self-Service

To gain access to the appropriate financial data, complete the Banner Finance Access Request Form

The ability to approve Purchase Requisitions, Budget Transfers, and Purchase Order is available in Banner Finance Self-Service. Persons who are next in line to approve a particular document will receive an automated email (at 11:00 AM) letting them know there is at least one document awaiting their review and encouraging them to log into Banner Self-Service to review and act upon the document(s).

Read the document approval instructions

To change approvers for a specific Fund or Organization, please contact financeapprovals@lafayette.edu.

Please contact Judy Reed with assistance in processing a budget transfer.

To help you understand how to find and interpret the data in My Finance Query, refer to the My Finance Query User Guide.

For assistance with submitting a Requisition, please refer to the My Requisitions User Guide.  You can find more helpful information on the Procurement website

• List of the more common Account Codes
• List of the more common Commodity Codes
• List of the Shipping Codes
• Budget Status by Account Training Guide (SSB)
• Budget Balance Available Training Guide (Cognos)

Index Codes

Index codes are a shortcut system used to automatically default the appropriate Fund and Program Code associated with the operating expenses of a particular Organization (“Org” or “Orgn”). The use of index codes reduces data entry time and errors.

Certain index codes have been created for each Org.  If you use your 5-digit Org code in the index code field on any Banner or other form (e.g., a Budget Query, a Requisition, a Budget Transfer form, etc.), when you “validate” or “complete” the form, it should automatically populate the Fund, Orgn, and Program code fields. You will simply then need to fill in the Account Code applicable to the transaction you are performing.

General

If you have a specific question about reading budget data in Banner Self-Service or would like to request a special training session for a small group, please contact Judy Reed