Banner Finance & Budget

Questions?

Contact the Banner Hotline.

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 香港六合彩资料'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: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)
  1. Banner Internal Financial Reporting: Form Guide
  2. FGIBAVL: Checking Available Balance听& How-to Video听
  3. FGIBDST: Checking My Budget听& How-to Video听
  4. Identifying AP & Encumbrance Transaction Codes
  5. Identifying AR, Budget, General Accounting, & Payroll Transaction Codes
  6. FAIINVE: Reviewing Invoice Information听& How-to Video听
  7. FOIDOCH: Researching an Invoice Using the Banner Invoice Number听& How-to Video听
  8. FGIDOCR: Viewing Transaction Date, Description, & Amounts for All Processed Transactions听& How-to Video听
  9. FAIVNDH: Researching an Invoice Using Vendor History听& How-to Video听
  10. FTIIDEN: Finding a Vendor Number听听& How-to Video听
  11. FBIBUDG: Checking Your Base Budget?听& How-to Video听
  12. BDM: Viewing Invoices via Banner Document Management
  13. FGIOPAL: Reviewing & Exporting Budget Detail Information
  14. Identifying Crosswalk Document Prefixes in Banner

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