Finance Training

User Training Sessions

Agenda-Intro Training
Intro to myGate Finance PowerPoint
Agenda-Creating Training
FOAPAL Guide
Chart of Accounts Legend
BTR-Journal Types
INB/SSB Information
Vendor Request Document
Document & Commodity Level Information

Step-by-Step Instructions

General Functions

Basic INB Navigation Tools
Approving Documents
Budget/FOAPAL Queries
Viewing Documents
Banner Messaging

How to find an M number

Invoicing

Invoice Creation-Document Level
Invoice Creation-Commodity Level
Multiple Invoice Creation-Document Level
Multiple Invoice Creation-Commodity Level

Delete a Completed & Approved Invoice

Delete a Completed but not Approved Invoice

Delete an Incomplete Invoice

Modify a Completed & Approved Invoice

Modify a Completed but not Approved Invoice

Modify an Incomplete Invoice

Requisitions

Requisition Creation-Document Level

Requisition Creation-Commodity Level
Requisition Creation with Copy Function
Placing Requisition in Process
Accessing Requisition in Process
Removing Incomplete Requisition

Cancelation of Approved Requisition

Modifying Completed Requisition

Budget Transfers

Single Line Budget Transfers
Multi Line Budget Transfers

Reference

Banner Finance Terms

Navigation Terms

Shortcut Keys