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BANNER TRAINING FOR DEPARTMENT HEADS

BANNER TRAINING FOR DEPARTMENT HEADS. SELF SERVICE AND BANNER ADMIN. Objectives. Quick overview of system Navigation basics Look up balances and transactions Reporting options. Banner Systems. Over 800 institutions migrated to Banner in the past two years Integrated database system

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BANNER TRAINING FOR DEPARTMENT HEADS

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  1. BANNER TRAINING FORDEPARTMENT HEADS SELF SERVICE AND BANNER ADMIN

  2. Objectives • Quick overview of system • Navigation basics • Look up balances and transactions • Reporting options

  3. Banner Systems • Over 800 institutions migrated to Banner in the past two years • Integrated database system • Finance, HR, Student, Financial Aid and many auxiliary applications • Accessed through Luminus – web portal

  4. Chart of Accounts • Chick’s chart

  5. Banner Finance • 2 Versions available through AU Access (Luminus Portal) • Banner Self-Service (SSB) • Use for transaction approval, budget queries for accounts other than grant accounts, quick download of financial information into Excel • Banner Admin • Must use to obtain project-to-date balances on grant accounts and general ledger balances and transactions • Special navigation, very robust

  6. TABS

  7. Menu Tabs

  8. The Budget Query link allows a user to review budget information for transactions entered through Banner Finance. A user may build or retrieve three different types of queries: • Budget Query by Account (FOAP) • Budget Query by Organizational Hierarchy • Budget Quick Query

  9. Budget Status by Account • Account by detail • Transaction detail • Document detail – invoice or purchase order

  10. Budget Status by Organizational Hierarchy • The Budget status by Organizational Hierarchy options allows you to review budget information for organizations. • May be more useful for extracting departmental information as opposed to individual awards.

  11. Budget Quick Query • The Budget Quick Query allows you to view budget information by account for the Fiscal Period and Year-to-Date. The parameters available for this query are Adjusted Budget, Year-to-Date, Commitments, and Available Balance. This report will not allow you to drill down for more detail. • Similar to screen 19 in FRS.

  12. BANNER ADMIN • Understanding of navigation is critical • At the minimum know: • Next Block – returns next section of information on the banner screen (form) • Rollback – resets the form for additional query • Query – must start and execute query

  13. Banner Admin Forms • 7 letters with first 3 identifying type • FG I • Finance, General ledger, Inquiry • FGIBDST – budget/expense/revenue summary (Equivalent of Screen 19 in FRS) • FGITRND – detailed transactions (Screen 23 in FRS) • FGITBAL – asset/liability/fund balance summary (Screen 18 in FRS)

  14. Reporting/Download Options • Download forms - balances and transactions into Excel • Detailed instructions in manual • Gives year-to-date transactions and balances • Download reports to Word • Detailed instructions in manual • Can select date parameters to mirror monthly reports • E-Print • Available from AU Access/Finance • Future method of delivery of monthly reports • Following month end close, reports will be posted

  15. Grant Module • Project accounts – contracts, grants, cost-shares, construction accounts all must be established in the grant module • Additional data for accounts – principal investigator, indirect cost rate, etc.

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