Banner 9 Finance Self Service

Banner 9 Finance Self-Service (Student SSB9) is an online portal that allows faculty and staff access to view valuable information such as finance queries, requisitions, journals, purchase orders, document approval, budget development, and more.

Note: Finance Self-Service retrieves data from large datasets. For better performance, pages like My Finance Query and Approvals limit the number of records shown initially. As you scroll, more records load automatically, and the scrollbar resets accordingly.

How to Access Finance SSB9

1. Log in to myEOL.
2. Go to the Administrative & Academic Services section.
3. Select Banner 9, then click on Finance Self-Service.

You’ll be directed to a landing page — appearance may vary based on your access level.

The Finance Self-Service module provides the following details: 

• My Finance Query – Allows you to view and query your financial budget data.
• My Requisitions – Allows you to create and submit a purchase requisition. You can create a purchase requisition using either document-level or commodity-level accounting.
  • 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).
  • Add and delete attachments using Banner Document Management.
  • 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.
• My Journals - Allows you to create and edit multiple journal entries into the Finance Self-Service ledgers. The logged-in users can view only their own journals document. You can use My Journals to perform the following:
  • Copy a journal.
  • Reverse a journal.
  • Delete a journal.
  • Edit a journal.
  • Recall a journal.
  • Add and delete journal attachments.
  • Download a journal as a PDF.
  • Exporting a journal into Excel.
• Purchase Orders – Allows you to create purchase orders or continue with purchase orders you or another user has left in process. Conditions required for a self-service Purchase Order to be processed are as follows:
  • The accounting method must be document-level accounting.
  • The available budget must be present when error-level budget checking applies. There is no NSF Override capability.
  • A Purchase Order must have 1 to 5 commodity items.
  • A Purchase Order must have 1 to 5 accounting sequences.

Note: Ensure that the purchase orders meet the Self-Service criteria of no Standing Orders, no Blanket Orders, no Purchase Orders from Requisitions, and no EDI documents.

• Approve Documents - Allows you to approve or disapprove a document of any type received by the Banner Finance approvals system. Using this page, you can also recall a document of any type sent to the Banner Finance approvals system.
• Budget Development – Allows you to prepare and finalize your operating budget during the annual budget cycle. You can use Self-Service Budget Development for the following:
  • Update budget worksheets, which are budget lines within a Fund and Organization combination.
  • Integrate the Finance Budget Development activity with the Salary Planner activity.
  • Add budget line text notes related to the budget development cycle activity.
  • Review history of the changes in proposed budget amounts during budget development.
  • Query budgets at the detail worksheet level by using FOAPAL selection or selecting all budget lines in the Budget Phase.
  • Query budgets by Organization hierarchy.
  • Lock budget worksheets by Organization or by Organization hierarchy when budget development activity is complete.
• Delete Finance Template - This is an option on the My Finance menu that enables you to delete templates or queries. This can be helpful when you rename templates and want to remove the original through the user interface. The ability to delete templates depends on the privileges associated with your user ID.
• View Document – Allows you to select a document to view by following the next steps:
  • Click the Document Type drop-down to select the appropriate document type.
  • To look up a document, use either of the following methods to populate the Document Number field:
  • Click the drop-down under Document Search to choose a document number from the list, or
  • If you have a document number, type it directly into the Document Number field, or
  • Click the Document Number Lookup icon to do an advanced search for a document using the available criteria.
  • After identifying a document number to view, you can:
    • Click View Document to open the document as a PDF.
    • Click Approvals & Related Documents to view related documents, attachments, and approval information.