Finance FAQ

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 requisitions, purchase orders, and invoices. 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, contact the Office of Planning and Budget.

FOAPAL is the acronym for Fund-Organization-Account-Program-Activity-Location.  (Activity codes are optional and Location is not in use.) For new Banner FOAP or related questions, please contact Ivy Efendioglu at x2731.

You can “drill down” to individual transactions and their details by using Budget Queries available in My Finance Query 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, contact the Office of Planning and Budget.

You have the following options:

• Request a new Org (department) code, or
• Request an Activity code

Please contact Ivy Efendioglu at x2731 to further discuss your options.

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.

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.