Training Resources

 

DescriptionQuicK Reference Resources
Access To gain access to Banner / Argos you must complete approval form and have it signed by your manager.   Banner Finance User Access, Authorizations, and Approval Limits
Banner Banner is the Enterprise Resource Planning (ERP) system that Macalelster uses to link functions and share data between campus departments. Banner Finance is the financial information module. Macalester Financial System Overview
"My Banner" Located on the Business Services tab of 1600 Grand. Access to Banner Finance INB (Internet Native Banner). How to Log into My Banner
1600grand 1600 Grand is the gateway to many Macalester resources, including access to Banner Finance information. 1600grand.macalester.edu
Finance Self-Service Located on the Business Services tab of 1600 Grand. Interface to Banner Finance queries for budget status, transaction activity, and hierarchy views of multiple orgs with full roll-up by expense category. Also provides access to PO approval screens.  
Argos Reporting interface to Banner. Easy interface and provides reports in PDF format to print, save or download.

Access to Argos Financial Reports - using Google Chrome, Firefox or IE  https://argos.macalester.edu/argos/awv/

Argos Reports How-to Video SEE LINK DIRECTLY BELOW

IT information on how to access Argos:

macalester.edu/its/accounts-services/argosinfo/
(Note: May request your Macalester log-in information.)

ARGOS FINANCIAL REPORTING VIDEOS

For in-person individual or small group training, please contact Aimee Baxter, Financial Systems Specialist at or 651-696-6696.

How DO I?QuicK Reference Resources
How do I log into Argos? Log into Argos Video 0:44  
How do I print my Argos Financial Report? Print Argos Report Video 0:57 
How do I save my Argos Financial Report? Save Argos Report Video 0:43  
How do I email my Argos Financial Report? Email Argos Report Video 1:21 
How do I find the balance for a non-100000 fund? Fund Balance Look Up Report Video 0:35 
Help me find my 100000 fund balance or transactions by Budget Year

Budget and Transaction Fiscal Year Bound Video 2:30 

Budget and Transaction Fiscal Year Bound Step-by-Step Guide

Help me find a transaction by date range for my 100000 fund (not bound by Budget year)

Banner Finance Budget Transaction by Date Range Video 1:47 

Transaction by Date Range Step-by-Step Guide

How can I track my transactions between the purchase and when they appear in Argos/Banner? Gap Log
How do I create a offline financial chart to analyze my budget?  Offline Financial Charts to Analyze Budget

BANNER FINANCIAL REPORTING

For in-person individual or small group training, please contact Aimee Baxter, Financial Systems Specialist at or 651-696-6696.

DescriptionQuicK Reference Resources
 
BUDGET QUERIES and REPORTS Via Banner Finance Self-Service

Banner Finance Self Service Budget Queries

Banner Finance Self Service Budget Queries for Grants

Banner Finance Self Service Summary by Org Hierarchy

  Via Argos  Financial Systems                Training / Argos
PO ENTRY, APPROVAL, and STATUS Via Banner Finance Self-Service

Approve Requisition

View Approvals History

REQUISITION ENTRY Via My Banner    Enter Requisition
UNIVERSAL LOOK UP / DOCUMENT HISTORY Via My Banner

View All Document History

Pcard

DescriptionQuicK Reference Resources
CARDHOLDER

Monthly review and verification of Pcard charges, expense descriptions, FOAPAL's, etc.

Distribute expense across multiple FOAPAL's

Reporting use of Pcard for personal charges

Requesting reimbursement for out-of-pocket expenses via your Pcard statement

Setting up direct deposit for out-of-pocket expense reimbursements

Verification of single transaction and monthly credit limits and Available Credit

Creating transaction reports to view, print, or download to Excel

Pcard Statement Review

Split Transaction

Personal Expense Reporting

Submitting Out-of-Pocket

Enter banking information for direct deposit of OOP expenses

Cardholder Limits Verification

Transaction Report

APPROVER

Monthly review and approval of cardholder statements

Monthly review and approval of out-of-pocket expense reimbursement requests

PCARD Statement Approval

Approve Out-of-Pocket Expenses

Marketplace

DescriptionQuicK Reference Resources
WEBSITE

TouchNet Marketplace is a tool to securely collect on-line payments. "uStores" can be used to process event registrations, sell merchandise, offer concert tickets, etc. See the Marketplace website for more info.

macalester.edu/marketplace/

Grants Accounting

DescriptionQuicK Reference Resources
WEBSITE

The Grants Accounting website connects Principal Investigators (PI's) and Project Directors (PD's), and administrators involved in grant financial management with many valuable tools and resources.

macalester.edu/grantsaccounting/