Franklin & Marshall College Franklin & Marshall College

Finance

BOOST, short for Building on Opportunities for Streamlined Technology, is F&M's Enterprise Resource Planning (ERP) Project that launched in January 2012 to upgrade software systems managing student and academic information, human resources, finances and admission.

The finance module went live July 2012, giving the College a more flexible accounting structure. Training and documentation for employees with purchase order access and employees with budget view access is provided below.


Purchasing Cards Training

Description:  Training session is intended to be an overview of the purchasing card (pcard) reconciliation and approval process.   Intended audience is employees that either have or may be getting purchasing cards in the future to get an understanding of the reporting/work requirements. Bring your laptop as well as PNC monthly statement to be reconciled and receipts if able.   

Time: estimated to be 1 to 1 ½ hrs with hands on assistance with reconciliation or approval of existing transactions. 
  
Location: Harris 002 Classroom 
  
Sessions limited to 10 people

Note:  additional sessions may be able to be coordinated on an as needed basis, please contact Dianna Zimmerman ().

Register for Purchasing Cards Training

 

Finance Refresher/Year End Training

Target audience: All current users with budget oversight responsibilities requiring budget query access and/or reporting capabilities.

Finance Refresher/Year End Training Sessions

Training overview/description: This training session is intended to be a refresher on using the Finance Budget Query tool as well as: 

·        Review of how to interpret and understand your available budget; 
·        Discussion of account codes; 
·        Demonstration of extracting data to excel; 
·        Hands on step by step assistance with using the query tool; 

·        Other topics as brought forth. 

Please bring your laptop computer if you have one.

Session length: Approximately 1 – 1 ½  hour

Register for Finance Refresher/Year End Training

Budget Query Documentation

Budget Query FAQs

Chart of Accounts

 

Budget Query Training and Documentation

Target audience: All current users with budget oversight responsibilities requiring budget query access and/or reporting capabilities.

Budget Query Training Sessions

Training overview/description: The primary goal of this training session is to provide employees with budget oversight and management responsibilities, detailed hand-on experience (laptops will be available) of the new reporting capabilities and processes within Banner taking effect as of 7/1/12.

Session length: Approximately 1 hour

Additional comments/notes: Future training sessions will continue to be offered regularly after implementation. Participation in a general account structure overview session or review of on-line materials prior to this session would be beneficial as well.

Register for Budget Query Training

Budget Query Training Powerpoint

Budget Query Online Training Tutorial

Budget Query Tutorial

Budget Query Documentation

Budget Query FAQs

Chart of Accounts

 

Purchasing and Requisition Training and Documentation

Target audience: All current users who actively have purchase order responsibilities – i.e. recently have generated purchase orders within the system.

Purchasing and Requisition Training Sessions

Training overview/description: The primary goal of this training session is to provide employees with purchasing responsibilities, detailed hand-on experience (laptops will be available) of the new purchasing processes within Banner taking effect as of 7/1/12. The session will cover budget reporting and oversight capabilities within Banner as well.

Session length: Approximately 3 hrs

Additional comments/notes: Future training sessions will continue to be offered regularly after implementation. Participation in a general account structure overview session or review of on-line materials prior to this session would be beneficial as well.

Purchasing and Requisition Online Training Tutorials

Simple Requisition Tutorial

Vendor Lookup Tutorial

Creating A Template Tutorial

Purchasing and Requisition Documentation

 

Chart of Accounts

A new Chart of Accounts has been developed to facilitate improved reporting capabilities and reflect our organizational structure. This new structure means that users will need to learn new account numbers in order to correctly code financial transactions. A web-based tool has been developed to assist users with this transition: the "Chart of Accounts Crosswalk" allows users to enter the old account numbers and find the corresponding new account numbers.

COA Overview

Chart of Accounts Crosswalk

Appendix A - Object Code (Old) to Account Code (New) table

Appendix B - Activity Codes         

Appendix C - Location Codes