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).

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

Accessing Banner Self-Service & Approve Documents

• Navigate to my.lafayette.edu and sign in using your Lafayette NetID and password.
  • Need help logging in? Please contact the Help Desk at (610) 330-5501.
• From the Finance dashboard, select Approve Documents.
• By default, your NetID will populate, and you may leave the Document Number blank and press Submit.
  • User ID is next approver: returns documents where you are next in the approval queue.
  • All documents User may approve: see all documents which can accept your approval. This will supersede any approvers before your position in the hierarchy.

From the Results Screen, You Can:

• Drill into the Document Number to see the document contents.
• Select the History button to see the document approval status and approval hierarchy.
• Select the Approve button if the document is acceptable or Disapprove if not.
  • In either case, you will have the ability to fill out a Comment which will be emailed to the original submitter and other approvers.
  • If a document is denied, the originator can re-open it, make any changes that were requested, and re-submit the request.
  • Select Approve or Disapprove again to confirm your selection.

HINTS

• Approvals should be made promptly. Any approvals not made by the month’s budget close will require the Requisition to be deleted and resubmitted for the current fiscal period.
• Approvers will need access to both the Fund and Organization of the document to view it for approval. If there are issues viewing the document, contact financeapprovals@lafayette.edu.
• If the required approver submitted the original document, his/her approval is implied and the separate step using the Approve Document function is not required.
• If the approval queue hierarchy needs to be adjusted, 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)
• Cognos Scheduling Guide

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