Use Banner Document Imaging to automate Budget Transfers



Initiative TitleUse Banner Document Imaging to automate Budget Transfers
Submitted in Previous Year(s)No
Critical Information, Notes, Justification, Rationale

In a recent meeting with Ellucian and our ITS department we were shown functionality that exists within Banner to automate the budget transfer process.  Our current process involves Departments extracting from the Employee Portal a Budget Transfer Form, completing it, requesting the Budget Manager to manually sign off, and then interoffice the completed hardcopy to the Business Office.  Upon reciept the Business Office enters the budget transfer into Banner, and hardcopy is provided to the Comptroller for review.   Because the review process is after the posting of the budget transfer into Banner, the reviewer might idenfiy a correction is needed, and request another budget transfer.  The review process does not not catch other keying errors that were made.  The automated process will allow Budget Managers to initiate the budget transfer themselves directly into Banner.  Then the Assistant Comptroller can review and post the budget transfer in Banner.  The automated process will create a more efficient process, but it will save paper as well. This is a common industry practice and  would be nice to implement at our institution.

Consequences of this initiative not being funded

I believe that we already have this functionality and it just needs to be activated, with some elbow grease of IT and Key Business Office Team members.   So no funding is necessary just employee time.

Department GoalsTo facilitate and increase transperancy of Business Office Transactions.
Programs
Locations
Estimated Completion Date07/01/2022
Will this initiative span multiple budget years?Yes
ImportanceHigh
Funding Source
Created11/19/2020 10:34 am
Updated02/12/2021 12:14 pm

Institutional Goals

Goal How will the initiative support this institutional goal?
Successful automation of the budget transfer process will allow efficiency in tracking the budget transfer, as well as catching keying errors prior to posting or errors in the initial entry itself.

Action Steps

Action Step Responsible Party Order
IT validate that all we need to do is activate the Auto Budget Transfer Process IT 1
IT to train Departments and Business Office on using the Auto Budget Transfer Entry Process IT 2

Expected Outcomes

Outcome Order
The process will be automated 1

Assessment Methods

Method Description Other Method Responsible Party
Document Analysis Documents can be analyzed to provide information and meaning around an assessment topic Assistant Comptroller

Resources

INITIAL YEAR COST: $0.00
RECURRING COST: $0.00

Equipment

Need Cost (Initial/Recurring) Supporting Departments
Believe no cost is needed just employee time $0.00
  • Information Technology, CIO Office
TOTAL: $0.00 / $0.00

Facility

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TOTAL: $0.00 / $0.00

Supply

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Staffing

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Training

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Marketing

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Other

Need Cost (Initial/Recurring) Supporting Departments
TOTAL: $0.00 / $0.00

Prioritization

Level 5 Level 4 Level 3 Level 2 Level 1 Initiative Title Department



3

Use Banner Document Imaging to automate Budget Transfers
$0.00 / $0.00
Business Office

Assessment

DateDepartment NameStatusCost to DateFunding Source 
No results found.