Information at D2L so we can understand what faculty/adjuncts are talking about when they have problems
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- Evelyn Campbell
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1 Updated Ques # Question Totals 14 Going Paperless What are the best screens to use to manage my budgetary accounts? Banner Finance Training - review with question and answer session Travel guidelines review Completing PTF's correctly Budget Development - How does it get put together? Why stick to budget? When do I use a direct pay voucher (DPV), P-card, or purchase requisition? Encumbrances - When are funds encumbered? Contract Policy - When is one required? How does the routing form work? New Employee documentation What is an Interdeparmental Transfer (IDT) and when is it used? Procurement card issues Payroll - How do dates affect how much and when an employee is paid? Grants - Who gets them and how do they work? How does MSU benefit from "State of Texas" formula funding? Workstudy - What is it and how does it help my budget? Why hire student workers vs non-student workers? Explain and define "weighted semester credit hours" and why is it important Cash sales across campus. 118 Travel Vouchers 5 Weave 5 Information at D2L so we can understand what faculty/adjuncts are talking about when they have problems 5 Tips for Reconciling Budget 5 Budget Transfer vs. IDT 5 Database Training-Access 5 How to balance accounts 5 Portal 5 Charging fees to Student Accounts 4 Who signs where on forms and what forms need to be signed by which people? 4 Native vs. Webworld Banner 3
2 What can we streamline to become more efficient? Electronic form submission/approval Electronic signatures Go paperless Need to go paperless Paper forms Paper requirements Paper - fewer forms with one request Paperwork Signatures for paperwork Fewer steps in the chain of command Contract routing sheets Contract routing sheets Credit card statements Procurement process Purchase reqs Purchase reqs - Paperless Simple Contracts Miscellaneous Hiring process Budget: Quicker posting of transactions on banner Travel Travel Budget Budget transfers Make it easier to understand the budget Account managers group file on I drive Being able to have a fee for police - every student charged a fee to include parking fee, etc. on bill
3 What's one thing you would want automated? All forms electronic format 5-part NCR form Just get started Paperless Signatures Anything that will speed the process Key requests Hiring student workers New employment documentation Sick Leave Staff/Faculty time sheets, Sick leave Time Sheets PTF s (x 13) DPV s DPV s Transfers IDT and Budget Travel RTA Travel vouchers P-card Envelopes Purchased orders Purchase requisitions Purchase requisitions Purchase requisitions Purchase requisitions
4 What process drives you crazy and is not efficient? Forms that do not have an electronic format! Most paper authorization processes Need to go paperless!! Printing difficulties Routing of forms for multiple signatures The number of hoops to go through for simple paperwork Degree Plans and Change of Major forms. I have a pile sitting here and can t get the students to stop by and sign them. New employee orientation Paper timesheets DPV process It takes too long to get reimbursed for travel expenses. Travel and all forms that go with it Travel vouchers Slow processing of daily purchases on banner (sometimes takes a month to post) Banner Banner Finance Banner Finance Native Banner Understanding Banner finance Contract routing sheets Contracts-$500 or less Getting contracts to purchasing so they will get processed Online purchase reqs (printing, times out) Preparing purchase requisitions. Purchase orders Purchase reqs Service agreements Budget: Budget Other: Weave
5 Other comments: these 5-page forms are out-dated, difficult to read. There are many universities going paperless. It s critical. I would like the presentation (slides, etc) sent to us electronically. Electronic forms submission/approval needed especially with 1x / day mail delivery. I need to learn how to dig into an acct for detailing. To become proficient with doing this. Entertainment expense forms and process Thanks for creating this Account Managers Group! Moving to electronic/automated is great! Update the Banner books/material every couple of years. Most interested in knowing when determinations have been made - regarding budget. Banner Finance Training would like to learn how to drill down better regarding mystery purchases.
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