This video introduces new users to the Banner Finance Module.ÌýDuring 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 С»ÆƬÊÓƵ'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.
Prerequisite:ÌýBanner BasicsÌý°ù±ð±¹¾±±ð·É
REMINDER:ÌýBanner Trainings are NOT required to obtain access to the system.ÌýTo request a Banner Account, visit the Online Services/Account RequestsÌýpage for step-by-step instructions and review ourÌý. For a complete list of all Banner Accesses available, visit the Banner XEÌýpage.
All Banner-related questions should be directed to the Banner Hotline atÌýbannerhotline@odu.edu.
We encourage yourÌýÌýon 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)
- Banner Internal Financial Reporting: Form Guide
- FGIBAVL: Checking Available BalanceÌý& How-to VideoÌý
- FGIBDST: Checking My BudgetÌý& How-to VideoÌý
- Identifying AP & Encumbrance Transaction Codes
- Identifying AR, Budget, General Accounting, & Payroll Transaction Codes
- FAIINVE: Reviewing Invoice InformationÌý& How-to VideoÌý
- FOIDOCH: Researching an Invoice Using the Banner Invoice NumberÌý& How-to VideoÌý
- FGIDOCR: Viewing Transaction Date, Description, & Amounts for All Processed TransactionsÌý& How-to VideoÌý
- FAIVNDH: Researching an Invoice Using Vendor HistoryÌý& How-to VideoÌý
- FTIIDEN: Finding a Vendor NumberÌýÌý& How-to VideoÌý
- FBIBUDG: Checking Your Base Budget?Ìý& How-to VideoÌý
- BDM: Viewing Invoices via Banner Document Management
- FGIOPAL: Reviewing & Exporting Budget Detail Information
- Identifying Crosswalk Document Prefixes in Banner