Banner Access Our office provides access to Banner Finance Self-Service and Banner Admin (formerly known as INB). WE ARE NO LONGER ACCEPTING PAPER FORMS FOR FINANCE SELF-SERVICE ACCESS EFFECTIVE IMMEDIATELY. Please see the instructions below for the link to the electronic Kuali form. Banner Admin still requires the paper form. Please complete the Finance Self-Service Access Form or Banner Finance Admin form under the Forms tab. You will need Finance Self-Service access if you: Handle budget statements for your department (Query access) Enter requisitions (Posting access) Approve timesheets (Web-time Entry) Have faculty development, startup, or PI (Principal Investigator) Incentive accounts. Important Information for Access Requests Please consider requesting a rollup for PIs and Faculty and those who support them instead of individual orgs. Simply write “Rollups for Dr. Who” in the Org section. This allows access to all new orgs later added to Dr. Who’s rollup without having to submit a new request. Each new fund type will require a new rollup request. Fund Types are State, Departmental, Contracts/Grants, and Gifts. (e.g. When a researcher gets their first contract/grant, a new rollup for contracts/grants will be created and they will need to request access to their rollup.) Important Update Information about Banner Admin (formerly known as INB) Banner Admin is different from Banner INB in that it is the new name for Banner INB in the Banner 9 system. It is an interface that allows users to access administrative data for human resources, finance, admissions, financial aid, payroll, records and registration, and recruiting. Banner Finance Self-Service Training Our office provides training for Finance Self-Service navigation. The training provided focuses on reading budget queries and budget management (reading budget statements and accessing e-Print reports). Please contact Tammy Haymon (tammy.haymon@uah.edu) for more information or register below. Our office does NOT provide Requisition, Web-Time Entry, or ePAF training. Please contact the appropriate offices. Training Registration Please allow 1 to 1 ½ hours for a training session. Register for Individual Training here. Register for Group Training here. Banner Finance Self-Service Training PowerPoint PDFs: How to Log In to Finance Self-Service Budget Status by Account Query Budget Status by Org Hierarchy Query Encumbrance Query & View Document How to Query Revenues Multiple Line Budget Transfer How to Access ePrint Reports How to Obtain Banner Access Intro to Banner FSS Accounting Overview Payroll Expense Detail Query Multi-Year Query Helpful My Finance Self-Service Information Banner 9 Test Environment Available - Please let Tammy Haymon (tammy.haymon@uah.edu) know if you need access to the Test environment. Test link: Finance Self-Service 9 Test All modules EXCEPT the Budget Queries are still live in Banner 8. When you are in Banner 9 and want to navigate back to Banner 8, click on the Four Square menu in the upper left corner and choose Banner Finance. Clicking on this menu will take you to Banner 8. When you are in Banner 8 and want to go to Banner 9, simply click on the Budget Queries at the top of the menu. We want to hear from you if you have issues. To share your feedback for My Finance Self-Service, this form: Finance Feedback Form, is provided for your convenience. Please email screenshot examples to Tammy Haymon (tammy.haymon@uah.edu) at the same time you send your form.