This video introduces new users to the Banner Finance Module.听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 黑料正能量'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:听Banner Basics听谤别惫颈别飞
REMINDER:听Banner Trainings are NOT required to obtain access to the system.听To request a Banner Account, visit the Online Services/Account Requests听page for step-by-step instructions and review our听. For a complete list of all Banner Accesses available, visit the Banner XE听page.
All Banner-related questions should be directed to the Banner Hotline at听bannerhotline@odu.edu.
We encourage your听听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)
- Banner Internal Financial Reporting: Form Guide
- FGIBAVL: Checking Available Balance听& How-to Video听
- FGIBDST: Checking My Budget听& How-to Video听
- Identifying AP & Encumbrance Transaction Codes
- Identifying AR, Budget, General Accounting, & Payroll Transaction Codes
- FAIINVE: Reviewing Invoice Information听& How-to Video听
- FOIDOCH: Researching an Invoice Using the Banner Invoice Number听& How-to Video听
- FGIDOCR: Viewing Transaction Date, Description, & Amounts for All Processed Transactions听& How-to Video听
- FAIVNDH: Researching an Invoice Using Vendor History听& How-to Video听
- FTIIDEN: Finding a Vendor Number听听& How-to Video听
- FBIBUDG: Checking Your Base Budget?听& How-to Video听
- BDM: Viewing Invoices via Banner Document Management
- FGIOPAL: Reviewing & Exporting Budget Detail Information
- Identifying Crosswalk Document Prefixes in Banner