BANNER FINANCE/BUDGET

Course Description:

During this hands-on experience participants will learn how to access and interpret budget information in Banner; learn the forms in Banner that allow departments to do internal financial reporting; check available balances (and understand why discrepancies can occur); identify Banner transaction codes; research invoices and vendor addresses; check base budget information; and encumber limited purchase orders. The class facilitator is Kathie Parker.

All materials posted November 2005, unless otherwise noted.

1. How Do I Do Banner Internal Reporting?
2. How Do I Check My Available Balance?
3. How Do I Check My Budget?
4. How Do I Identify AP and Encumbrance Transaction Codes?
5. How Do I Identify AR, Budget, Gen Acctng, Payroll Transaction Codes?
6. How Do I Research an Invoice Using The Banner Invoice?
7. How Do I Research an Invoice Using Vendor History?
8. How Do I Research a Vendor Address?
9. How Do I Check My Base Budget In FBIBUDG?
10. How Do I Encumber a Limited Purchase Order?
Revised Feb 9, 2007