Accessing Financial Feeds

You can access the feeds in Reports & Queries or via the shortcut on the AR Worklist as shown below

1. Select Reports & Queries
2. Select Financial Feeds

Note: when entering the Financial Feed screen, the view automatically displays one month of feed listings.

Actions:

View Icon - Select to view the feed.

Download Icon - Select to download the feed for sending to campus.

Delete Icon - Select to remove the feed.

Validate AR

This will check whether any accounts attributed to the AR range selected do not have a Banner ID attributed.

Note: Dates automatically default to the prior day.

1. Select Accounts Receivable or General Ledger

2. Select the desired To/From Dates

3. Select Submit

No Issues Found

If there are no issues found in the feed a notification bar will appear at the top of the screen stating No Issues Found

Issues Found

If an issue is found the notification bar will appear with the error(s) that need to be addressed.

Note: The notification bar will stay static until Esc is selected.

Generate Feed

Once validation runs error free you may proceed to generate the feed.

Note: The dates always default to the prior day. 

1. Select AR or General Ledger

2. Select the desired To/From Dates

3. Select Submit

4. Select the Download Icon to download the feed to your PC for sending to campus.