Documentation

Documentation is available to support the business applications and other desktop applications implemented across Yeshiva University. Click on the links below for available supporting documentation.

Note: Items that are not hyperlinked are pending documentation. Access to some documents is restricted to authorized faculty and staff members. You may need to authenticate by entering a user ID and password.

InsideTrack Portal

• Getting Started with InsideTRACK

Banner

• Your Banner Day One Guide: Tips to Get You Started
• Finance (Chart of Accounts, General Ledger)
• General Banner
• Grants (Sponsored Research Accounting) 
  • Cost Sharing Template for Salary Cap
  • Labor Redistribution User Guide
  • List of Grants Related OBIEE Reports
  • Salary Percent to Dollar Amount Converter
  • Quick Reference Guide: Banner Intercharges  
  • Quick Reference Guide: Budget Transfers  
   
• Human Resources/Payroll 
  • EPAF Approval Categories and Approval Routing
  • EPAF Errors and Warnings Explanations
  • List of Employment Classes (e-classes)
  • iCIMS Banner Index and Organziation Integration
   
• Institutional Advancement
• Procure to Pay (including Maccabuy/SciQuest) 
  • Commodity Code List
   
• Student Registration and Records
• Student Financial Aid and Accounts

Oracle Business Intelligence Enterprise Edition (OBIEE)/Reporting

• Report Navigation
• Ad Hoc Reporting

Kronos

• Entering Time
• Approving Timesheets

Other Administrative Systems

• Maximus
• iCIMS

Reference Materials

• Banner Finance Crosswalk Tool (Click here for a guide that describes how to access the tool)
  • Banner XWalk Lite Excel2007 v060413 - Recommended for most users, provides 8-digit GL to FOPAL/Index translation and Object code to Account code translation. Requires Excel 2007 or later to use.
  • Banner XWalk Lite Excel2003 v060413 - Provides 8-digit GL to FOPAL/Index translation and Object code to Account code translation. For users with Excel 2003 or earlier.
  • Banner XWalk v060413 - For finance users, provides 11-digit or 8-digit GL to FOAPAL/Index translation and Object code to Account code translation. Requires Excel 2007 or later to use. Very large file size.
   
• Banner Glossary of Terms
• Data Standards
  • Data Standards Manual 
  • Tables and Values Governance
   
• Data Security Policies
  • Access to Administrative Systems 
  • Data Security