Highlight the associated account and press F3 on the keyboard Find the associated deposit on the list and record the document number Method 2- Self-Service Banner Log into OneStop Select Self Service” “Banner Select “Finance” Select Budget Queries” “ECU Query” “Create Make sure all boxes are checked and Press “Continue” In the Index field enter the Fund number and set fiscal period to and be “14” sure Include Revenue Accounts is checked Press Query” “Submit Click on the associated account in the Year to Date” column “FY15/PD14 Find the associated deposit on the list and record the document number Method 3 - If the fund is not known or to look up a document (K-document) by receipt number Go to and use the Banner Multiple Cash Receipt query. To scan a document into Xtender Place the documents in the copier, select and then Press Select your name “Scan” “Email”. “To”, and press “Start”. Retrieve the document from your email and save it to your desktop. Log on to Right click - FINANCIAL SERVICES DEPOSITS” “E-FS-DEPOSITS – Select Document” “New In the menu bar select Menu” the last icon on the second row that looks like a book. “Page – Then Page” -> File” -> “New “Import “Append” Select the document you want to add to Xtender Press the button located on the top row, fourth icon. It is a page with a red star. “New”
Highlight the associated account and press F3 on the keyboard Find the associated deposit on the list and record the document number Method 2- Self-Service Banner Log into OneStop Select “Banner Self Service” Select “Finance” Select “ECU Budget Queries” “Create Query” Make sure all boxes are checked and Press “Continue” In the Index field enter the Fund number and set fiscal period to “14” and be sure Include Revenue Accounts is checked Press “Submit Query” Click on the associated account in the “FY15/PD14 Year to Date” column Find the associated deposit on the list and record the document number Method 3 - If the fund is not known or to look up a document (K-document) by receipt number Go to and use the Banner Multiple Cash Receipt query. To scan a document into Xtender Place the documents in the copier, select “Scan” and then “Email”. Press “To”, Select your name and press “Start”. Retrieve the document from your email and save it to your desktop. Log on to Right click “E-FS-DEPOSITS - FINANCIAL SERVICES – DEPOSITS” Select “New Document” In the menu bar select “Page Menu” – the last icon on the second row that looks like a book. Then “New Page” -> “Import File” -> “Append” Select the document you want to add to Xtender Press the “New” button located on the top row, fourth icon. It is a page with a red star.
2017fsw_xtender_scanning_deposits.docx