Banner Finance & Budget

Questions?

Contact the Banner Hotline.

This video introduces new users to the Banner Finance Module. During this video training session, participants will learn how to access and interpret budget information in Banner; learn the forms that allow departments to do internal financial reporting; check available balances (and understand why discrepancies can occur); identify Banner transaction codes; research invoices; determine if a vendor is in ODU's vendor table; check base budget information; and learn about tools associated with monitoring your budgets. Training handouts accompanying the video may be found in the tabs below.

Audience: Individuals responsible for monitoring departmental budgets.

PrerequisiteBanner Basics review

REMINDER: Banner Trainings are NOT required to obtain access to the system. To request a Banner Account, visit the Online Services/Account Requests page for step-by-step instructions and review our How-To Video HERE. For a complete list of all Banner Accesses available, visit the Banner XE page.

All Banner-related questions should be directed to the Banner Hotline at bannerhotline@odu.edu.

We encourage your feedback on our Training Program!

Training Handouts & Materials

  • It is recommended that you read and review the training materials located under the Banner Basics link prior to taking this class!
  • Download your training materials if you would like to follow along and make notes on the materials. No materials are provided in class.
  • You may want to number your handouts (i.e., Handout #1 would be Banner Internal Financial Reporting: Form Guide)
  1. Banner Internal Financial Reporting: Form Guide
  2. FGIBAVL: Checking Available Balance & How-to Video HERE
  3. FGIBDST: Checking My Budget & How-to Video HERE
  4. Identifying AP & Encumbrance Transaction Codes
  5. Identifying AR, Budget, General Accounting, & Payroll Transaction Codes
  6. FAIINVE: Reviewing Invoice Information & How-to Video HERE
  7. FOIDOCH: Researching an Invoice Using the Banner Invoice Number & How-to Video HERE
  8. FGIDOCR: Viewing Transaction Date, Description, & Amounts for All Processed Transactions & How-to Video HERE
  9. FAIVNDH: Researching an Invoice Using Vendor History & How-to Video HERE
  10. FTIIDEN: Finding a Vendor Number  & How-to Video HERE
  11. FBIBUDG: Checking Your Base Budget? & How-to Video HERE
  12. BDM: Viewing Invoices via Banner Document Management
  13. FGIOPAL: Reviewing & Exporting Budget Detail Information
  14. Identifying Crosswalk Document Prefixes in Banner
  15. Current Training Offerings
               

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