Access

The Controller’s Office is responsible for the access and security of accounting related systems utilized by the University.

Managing Access

To gain access to the Banner Finance forms, employees must complete training before submitting the appropriate form.

Trainings

Forms

Departmental Finance

This form is for employees requesting finance access for the first time.

Current Employee Additional Org

This form is for employees who already have access but need additional forms or org access.

Central Administration Finance

This form is for new or current employees who are in a central administration role in the Division of Finance and Operations or IT@Sam.

Approvers

Electronic approvals are equivalent to signing a paper document. Please be aware of the ramifications when approving documents.

If you have any questions about approvers, making adjustments to approvers, or assigning delegates, please contact Lisa Lucas by emailing csh_lat@shsu.edu or calling extension 4-2552.

Customizing Banner

Use these steps to compile all your favorite forms in one place.

MySam employees webpage with Banner Administrative Application link highlighted

Step 1

Navigate to ‘Banner Administrative Applications

Banner

Banner menu search field populated with GUAUPRF and dropdown expanded with General User Preference Maintenance

Step 2

Type GUAUPRF in the search bar located in the center of the screen, then click ‘General User Preference Maintenance

General User Preference screen with display, alert, data extract, and user interface color setting options

Step 3

Edit as desired

The save button is located at the bottom right

Step 4

To add finish adding, click Save located at the bottom right of the screen

The X button is located at the top left next to the side navigation

Step 5

Click ‘X’ to close window, then sign out & back in to refresh

Tips

  • The ‘Display Form Name on Title Bar’ option is very helpful when you are starting out because it shows both the 7 character form name and the full form name together

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