Business Intelligence (BI)

Business Intelligence (BI) is the tool provided by SUNY for monitoring account activity.

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Through the BI dashboards, account holders can view both revenue and expense transactions for their departmental accounts. BI also offers users the ability to run and download reports. For directions on how to access this system and use its features, please click the link below for our BI Training Manual.

BI Training Manual

SUNY BI Financials

SUNY BI Training Video

Expense transactions in BI are separated into categories including Personal Service Regular (PSR), Temporary Service (TS) and Other Than Personal Service (OTPS). Where each expense posts depends on the sub-object code that is used at the time the payment is processed.

If you need access to the BI System or have a question on sub-object code please contact Crystal Hallenbeck. If you would like to schedule an in-person training, please contact Rachael Killion.