Instructional Materials

Self-Service Banner (SSB)

Self Service Banner provides the user advantages of click and drill down capabilities, ease of Journal Entries, Quick searches of multiple funding sources per Organization code, and downloads to Excel on Hierarchy budget reports.
Disadvantages to SSB would include the inability to view Cash balances and the lack of a standard paper report.

Manual

Budget Queries

Encumbrance Query

SSB Document Views

Single-Line Budget Transfers

Multiple-Line Budget Transfers

Voice over Internet Protocol (VoIP)

Internet Native Banner (INB)

Internet Native Banner (INB) allows those with Finance budget query privileges the capability to view FOAPAL information and operational balances by query or reporting functions. Features include:

• Standard Reporting Options
• Varied Queries by FOAP or Rule Class
• Drill Down to Document Capabilities
• Form Prints and Saves (html, text)
• Extractions to Excel
• Cash balances

Manual

Direct Pay

INB Searches and Reports

Budget Queries and Reports

Budget Status Report Printing

Banner Receiving

Receiving and Delivery Report

Works Manual and Reference Guides

The SPCC and the UMW Finance card utilize the Works electronic online system to review, code, and approve credit card transactions. Cardholders and cardholder managers can view current or past transactions at any time, as well as set up billing and other  reports to run according to schedule.

The UMW Finance Card is managed by Accounts Payable.  Card overview, billing cycle dates and card purpose can be viewed from the UMW Finance Card site.

The SPCC is managed by the Purchasing department.  Card regulations can be reviewed as written in the SPCC manual and by visiting the purchasing website.

Important Dates for the SPCC Works Billing Cycle

Billing cycle closes on the 15th
Final transactions posted and billing statement run on the 18th
Final signoffs (cardholder and manager) completed by the 22nd
Transactions not approved by both the cardholder and manager will be swept by the accountant on the 25th, and
General ledger transactions will post the first day of the following month.
Holidays and weekends may require date adjustment.

Manual

Reference
Guide

 SPCC/Works Welcome Guide

UMW Finance Card and SPCC Works Manual

WORKS Cardholder Reference Guide

WORKS Manager Reference Guide

Direct Pay

Direct Pay Requests are entered directly into Banner INB for purchases where a purchase order is not required. Consult the Direct Pay Table for a list of eligible purchase categories and the Prompt Pay Due Dates table for the appropriate date for your Direct Pay invoice.

Direct Pay Table

Prompt Pay Due Dates

eVA

eVA is a web-based procurement system used by Virginia government agencies to announce bid opportunities, receive quotes and place orders for goods and services.

eVA E-Mall Manual

Small Purchase Credit Card

The Bank of America Visa is the SPCC selected for use by all state agencies and institutions in Virginia. The SPCC should be used for all purchases under $5,000 where the selected vendor accepts it. The card may be used for official UMW business purchases only.

Manual

 Reference

Small Purchase Credit Card Manual

Purchasing Card Policies and Procedures

SPCC and WORKS Reconciliation Checklist

University Entertainment

University faculty and staff who contract with performers or performance-related vendors must follow specific guidelines to comply with procurement regulations and obtain proper contract signatures.

University Entertainment Table