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Banner Finance Banner Student
 

ANNOUNCEMENT- New Finance Training Classes

Financial Planning & Budgeting is resuming normal Banner training beginning September 10, 2009. Please refer to the ProDev Portal for class times and locations. 
 
To make training more effective, the former Banner 200 course has been divided into three sections:
 
Finance 100: Financial Systems Access
This course provides an overview of the finance process which includes both University policies/procedures and FOAPAL. 
 
Finance 200- Requisitions and Change Orders
This course teaches the basics of navigating through forms associated with the Requisition and Change Order processes.
 
Finance 205- Encumbrances and Change Encumbrances
This course teaches the basics of navigating through forms associated with the Encumbrance and Change Encumbrance processes.
 
In order for new employees to gain access to process requisitions and encumbrances, all three courses are required.  Employees who need access to the P-Card system but not Banner must take Finance 100. Also, current employees are encouraged to complete these courses as needed for clarification/refreshers. 
 
Please contact your Budget Analyst with any questions. Thank You.

 

Which Class Do I Take?

If You…
Register For…
Course
Are requesting a P-Card
Finance 100
P-Card Training
Financial Systems Access
Invitation Only
Are responsible for obtaining goods and services for your department
Finance 100
Finance 200
Finance 205
Financial Systems Access
Banner Requisitions/Change Orders
Banner Encumbrances/Change Encs.
Are the Budget Manager of your department and responsible for viewing your budget and researching financial transactions
Finance 100
Finance 200
Finance 205
Finance 300
Financial Systems Access
Banner Requisitions/Change Orders
Banner Encumbrances/Change Encs.
Course information coming soon…

 

Finance Aids


FINANCE PRESENTATIONS

FOAPAL HANDOUTS

Finance 100 Presentation Understanding FOAPAL
Finance Process Flowchart Fund Codes & Definitions
Online Procurement Presentation Organization Codes
Location Codes Presentation Account Code Definitions
  Program Codes & Definitions
  Activity Codes
  Payroll Index Codes
  Commodity Code Definitions

Access to the Banner Finance system requires the sucessful completion of training course Finance 100. Potential users can sign up for the course using the ProDev portal.  For further training, refer to materials below or contact your Budget Analyst.

 

Budget Management

E-Learning Tutorials

INB Handouts

 

Banner INB Manual

Vendor ID Video Tutorial

Vendor ID Selection 

Self Service Manual

Viewing Documents Tutorial

Viewing Documents

 

Check Banner Message Tutorial

Check Banner Message

 

General Encumbrance Tutorial

Commodity Code Manual

   

INB Document Approval

    Change Order Manual
    Encumbrance Manual
    Change Encumbrances


 

 

Practice what you've learned:                                     Login to Production Banner:

     Login to IT Training Instance                                                         Login to the Banner Portal