CNM Finance Self-Service Performing a View Document Query
View Document Query in 6 Easy Steps
1) Log in to MyCNM
2) Select Finance Tab
3) Select Finance Self-Service link
4) Select View Document
5) Pull Down and Choose Type
6) Type in the Document Number
Logging Into CNM Finance Self-Service
Go to the CNM homepage(www.cnm.edu)
Click on the MyCNM button
Log in using your CNM User Name and Password
Select Finance Tab at top of screen
Click on Finance Self-Service link
Selecting View Documents
The Finance Menu contains the following options:
The View Document feature of Finance Self-Service allows users to view details of Banner Finance
documents such as Purchase Orders, Invoices, Journal Vouchers, Encumbrances and Direct Cash Receipts.
Selecting View Documents (Cont'd)
Click on View Document in the Finance Menu:
Choose type of document from the drop down list and choose the "All" options for the display:
To display the details of a document, choose type of document and enter the Document Number
then click on View Document.
Using Buttons to Lookup Codes
If you do not know the document number, select type of document in Choose Type then click on the
Document Number button to access the Code Lookup feature. The field labels on the View Document
function as code lookup buttons. If you do not know the appropriate value for that field, either leave it
blank or click the button to find the appropriate value. The wildcard (%) can be used in these
fields. Click on Execute Query.
Using Buttons to Lookup Codes (Cont'd)
Note: Choose appropriate Status of document for this query.
Results of query will populate:
Choose the appropriate Document Number
Click View Document
Below is the Document
Remember: All information is queried from financial self-service is active, real-time
financial data from Banner.