My Finance FAQ

This document will highlight a few key changes from Self Service Banner(SSB) 8 in Br LUWIS to Finance SSB 9 My Finance.

• Find the link to My Finance SSB9 by searching the portal for My Finance
• Click on the tile My Finance Query to begin your search
• The drop down defaults to the Budget Quick Query.  The Budget Quick Query is the only one that does not provide links.  The Budget Status by Account is helpful for individual Fund and  Organization searches.  The Budget Status by Organizational Hierarchy is good for searches for  roll-up organizations.

• You can view a document, invoice, journal voucher or PO by using the icon below the blue New Query button

• Once you are viewing a query you have options to edit, share and save the queries.  Hover over these icons to get more information.

• There is also an option that allows you to download the selected your query data.  The icon appears below the menu items.

• Some of the queries allow for a calculated field to be created. This can be helpful if you want to add a percentage using the data included in the query.

• Any data field that is blue with an underline is a link that provides more details of the transactions, based on the column selected.

If anyone has any questions about the new layout or needs a refresher, please feel free to email the budget@lasalle.edu email address.