Training Resources
Systems
Business Services has created Finance Foundations at Macalester as a resource for anyone working with money at Macalester. You will find these lessons are self-paced and will provide a guide how to make payments, receive reimbursements, categorize expenditures and how to navigate other business service processes.
Financial Reporting via Argos
Easy interface and provides reports in PDF format to print, save or download.
Quick Reference Resources
- To gain access to Finance Reports via Argos, you must complete approval form and have it signed by your manager. Go to Finance Access and Approval.
- Access to Argos Financial Reports — using Google Chrome or Firefox (requires access). Go to Finance Reports via Argos.
- For in-person individual or small group training, please contact, Aimee Baxter.
Banner
Banner is the Enterprise Resource Planning (ERP) system that Macalester uses to link functions and share data between campus departments. Banner Finance is the financial information module.
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Quick Reference Resources
How do I?
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Where can I find the information I need in Argos? -
Where can I find what the FOAPAL means? When does the Fiscal year start and end? What are the document codes? What are the keys to the Accounting codes? -
Finance Access and Approval References -
- Finance Approvals Explained
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- My Finance Access and Approval report
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- Finance Approval Look-up tool
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- Quick Reference Resource —
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Help me find my 100000 fund balance and transactions by Budget Year -
Help me find a transaction by date range for my 100000 fund (not bound by Budget year) -
Help me find a transaction by date range for my Grant -
How do I create an offline financial chart to analyze my budget?
Pcard Resources
Quick Reference Resources
Accepting Payments
Online/Remote and In-person payments: Business Services provides solutions for accepting payments for Macalester sponsored events and activities. These solutions ensure that the customer’s data is secure, as well as, providing useful order/sales data. Go to more information about Accepting Payments.
Grants Accounting Resources
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.