1 / 13

Transition to Banner: Enhancing Accounts Payable and Purchasing Processes

Join Jen Pastorek and Patty Peterson from the Accounts Payable team for a comprehensive update on our transition to the Banner system. Starting mid-April, AP direct pay invoices will be processed in Banner, followed by requisitions and POs (excluding Hospital) on May 1st after training. This new system promises benefits like electronic imaging of invoices, simplified payment processes, and real-time posting. Training sessions are scheduled throughout April, with the go-live date set for May 1, 2014. Stay informed and ready for these exciting changes!

tress
Télécharger la présentation

Transition to Banner: Enhancing Accounts Payable and Purchasing Processes

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Operations Information ExchangeMarch 26, 2014Banner Accounts Payable and PurchasingJen Pastorek and Patty Peterson

  2. Accounts Payable Staff

  3. How much do we spend? Approximately 82,000 invoices and 104,000 Pcard transactions per year

  4. What is changing and when? AP direct pay invoices will be processed in Banner instead of Lawson beginning mid-April Requisitions and PO’s (except for Hospital) will be done on the Banner system starting May 1st after training is completed All Hospital direct pays, PO’s and inventory will remain in the Lawson system

  5. Benefits of the new system Electronic imaging of all invoices – all users will be able to drill-down from Banner self service expense query to get the invoice image Simplification of our electronic payments via ACH or wire transfer to vendors Real-time posting of invoices to our financial systems Paper-free invoice processing – save some trees and the hassle of piles of paper and filing cabinets

  6. Access account activity through finance self-service – any internet connection

  7. Drill into a document to see more detail Select View Document for the scanned image

  8. Invoices, emails, backup, notes can be scanned and attached

  9. Electronic Requisitions • Simple and intuitive • 1 screen of entry • Ability to now upload attachments (ie. Quotes, statements of work, any vendor information helpful for the order). • Easy visibility as to where the requisition is in the process Uses Banner Self Service

  10. Requisition Statistics • All indexes, other than hospital, will account for approximately 2000 Purchase Orders annually • Requester/Approver Information

  11. Training Plan Week of 3/31 – Purchasing staff Week of 4/7 – Receiving staff Week of 4/14 – Requestors/Approvers Week of 4/21 – Approvers only Week of 4/28 – Breathe! GO LIVE – Thursday, 5/1/2014

  12. Session Dates/Times

  13. Look for sign up information by week’s end QUESTIONS ?

More Related