Chapter 2. Accounting Services
Section 2.11. Credit and Collections

2.11.5. Instructions on How to Use the Web IB Form

Do not use the Web IB Form if entering the IB's directly into BANNER. This form is only to replace IB's submitted to Accounting Services on the paper form. The only way to access the IB is by submitting an Access Request Form to Accounting Services. For more information, contact Accounting Services by calling 7-2239.

To initiate a Web IB form, do the following:

1. Refer to Web site <http://www.admin.mtu.edu/acct/dept/acctpay/>.



2. If access can not be gained immediately after typing userid and password, the incorrect userid or password has been entered. Retype each and try pressing the "Validate" button again.



3. Complete all required fields as follows:



1. Required field - Enter the account index to be charged.



2. Optional field - Enter the expenditure account code to be charged.



3. Required field - Enter the amount to be charged.



4. Optional fields - Enter additional indexes, accounts, and amounts as needed.



5. Required field - Enter the account index to be credited.



6. Optional field - Enter the expenditure account code, if known, to be credited.



7. Required field - Enter the amount to be credited.



8. Optional fields - Enter additional indexes, accounts, and amounts as needed.



9. Required field - Enter description of supplies and/or services. The description can be as long as needed. The entire text will be printed on the copy e-mailed to requestor (see item o below).



10. Required field - Enter amount.



11. Optional fields - Enter additional descriptions as needed.



12. Optional fields - Enter additional amounts as needed.



13. Required field - Enter the total amount for the IB.



14. Required field - Enter the name of contact and the department charged on this IB.



15. Required field - Enter the e-mail address of the contact or the department charged. A copy of the IB will be e-mailed to this person.



16. Optional fields - Enter additional names and departments charged.



17. Optional fields - Enter additional e-mail addresses. Copies of the IB will be e-mailed to these people.



18. Required field - Enter the name and department of the person completing the form.



19. Required field - Enter the e-mail address of person completing the form. A copy of the IB will be e-mailed to that person.



20. Required field - Choose the area within Accounting Services to submit the IB to by checking one of the boxes.



21. Required field - Indicate whether there are attachments by clicking on the appropriate box as follows:



General/Auxiliary/Plant Accounting or Research Accounting with a copy of the IB that is e-mailed. The IB will be processed when the attachments are received. If marked "no" attachments, do not send a paper copy to Accounting Services. The IB will be processed as promptly as possible.

22. The submit button. Press it after carefully reviewing the request for accuracy. A screen will appear indicating the request has been sent to Accounting Services. If needed to submit another IB, press the back button on the toolbar, and then press the reload button on the toolbar as well. Pressing the reload button allows the browser to reset the IB counter at the top of the page.



23. The reset button. Use this button to clear the page.



24. If there are attachments, print out a copy of the IB and send it, along with the attachments, to Accounting Services.