If you are used to going here
You will need to go to the My Finance page
Reminder: Training for requisitions and approvals is managed by the Purchasing Department. All requisitioners and approvers must complete the training class and successfully answer the related questions before being granted Banner access to these functions.
Table of Contents
My Finance Query
Create a query to retrieve Finance budget data
- Edit a query
- Share a query with others in your organization having the same level of access
- Delete a query
- Mark a query as a favorite
- Perform comparison queries
- Add computed columns to queries
- Download query results to Excel
- View Document.
- View approval history
Note: In this new system, Budget Amendments are referred to as Journals.
My Journals
My Journals
- Copy a journal
- Reverse a journal
- Delete a journal
- Edit a journal
- Recall a journal
- Download a journal as a PDF
- Export a journal into Excel
Create Journal
Completed Journals
My Requisitions
My Requisitions
- Save requisition as a draft (Draft status)
- Edit a draft requisition and submit a draft requisition
- Delete a draft requisition
- View requisition status
- Copy a completed requisition
- Add comments (public and private)
- Recall your requisition from Banner Finance Self-Service approvals
- Search and filter requisitions you have created
- Order returned search data
- View a requisition as a PDF
Create Requisition
** You can still use the Banner Admin page FPAREQN to create Requisitions. Self Service is optional
View Documents
You can Search and View documents
Approve Documents
See Approve Requisitions Guide
Finance Self Service 9.3 Handbook from Ellucian
Ellucian Finance Self Service Guide
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What if I need additional assistance?
SJRstate IT is here to help! Reach out to us by:
- Calling the Helpdesk at (386)312-4142
- E-mailing Helpdesk@SJRState.edu