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Self Service Banner-Module 2 - Flash (Large) - 20110113 12.45.10PM
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  1. Slide 1
  2. Module 2 Self-Service Banner (SSB)
  3. Self-Service Banner
  4. Budget Queries
  5. Slide 5
  6. Slide 6
  7. Slide 7
  8. Slide 8
  9. Slide 9
  10. SSB Query
  11. SSB Query
  12. SSB Query
  13. SSB Query
  14. Slide 14
  15. SSB Query
  16. SSB Query
  17. SSB Query
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Module 2 Self-Service Banner (SSB) 2 3 Self-Service Banner Go to Services & Links through myNEU Click on Self-Service Banner, then Finance Click on Budget Queries Budget Queries Three Options Budget Quick Query Budget Status by Account Budget Status by Organizational Hierarchy 4 5 6 7 8 9 SSB Query 10 Select one of the query options from the drop down menu Then, click on Create Query SSB Query 11 Check the boxes next to each data element you’d like in the report Select only the first three boxes in the left-hand column, then all the boxes on the right SSB Query Year to date: Actual revenue and expenditures posted Reservations: $$$ in reserve before becoming purchase orders Encumbrances: $$$ from purchase orders Commitment: Budgeted items set aside for future payments (sum of Reservations and Encumbrances) Available Balance: Remaining budget left to spend 12 SSB Query Four required parameters Fiscal Year Fiscal Period Chart of Accounts Index 13 14 SSB Query Four required parameters Fiscal Year Fiscal Period Chart of Accounts Index 15 SSB Query Fund, Org and Program fields populate automatically Index number disappears (do not repopulated index field) Click Submit Query to finalize selected fields 16 SSB Query To view another query, click on Budget Queries at the bottom of the page 17