Finance and Purchasing

Summary

Basic information about the Finance and Purchasing Sidebar links in MyISU

Body

Issue / Question
Follow these steps to look up specific Finance Documents using the Finance Dashboard in MyISU.
  • Where do I find Finance and Purchasing?
  • Where are Finance and Purchasing in MyISU?
  • Who can see the Finance and Purchasing features?
Environment
  • Platform
    • MyISU
  • Audience Affected
    • Staff
Resolution
Follow these steps to look up specific Finance Documents using the Finance Dashboard in MyISU.
These two sidebar links provide complete information on using all the many features of the Finance & Purchasing portlets in MyISU. These include:
  • Detailed Lookup of Budget and year-to-date Expenses
  • Graphic Tracking of Selected Accounts
  • Financial Document Lookup
  • Quick Access to Complete Purchasing & Finance Information
  • Creating and tracking Requisitions
  • P-card reconciliation
Finance/Purchasing features in MyISU are provided to anyone with a "financial" role in Banner, including Account Directors, ReqMasters, and anyone else given lookup privileges by an Account Director.
You will only be able to access information about Index Codes to which you have been granted access in Banner.
Account Directors: If you wish to authorize additional individuals to look up information on your accounts, or if you wish to change authorizations previously given, submit a request for access using TigerTracks.  

Details

Details

Article ID: 153296
Created
Mon 7/31/23 7:24 AM
Modified
Tue 3/12/24 9:46 AM