Banner Access for Budget Directors

1. Banner AccessforBudget Directors Financial Accountability through the ease of Self-Service and Internet Native Banner

2. banner.okbu.edu:9090is the website address for Banner Products

4. User ID is the 7 digit employee ID number. PIN is initially the employee’s birthdate in MMDDYY format. Must be changed on first login. The PIN is a six character field.

5. Choose the Finance link to access your budget accounts.

6. Click the link to Budget Queries. Additional links for more services will be added as they become available such as Purchase Requisitions and Budget Transfers.

7. The Username to access INB is first initial and last name with no spaces. The password is specific to INB.

8. Several options are available in the budget query screen.

9. Three options currently exist when creating a new query. The Status by Account requires various input options and provides a great amount of information including click-through links.

10. Checking or not checking boxes on this screen determines the columns of information on the output of your query. At this point, it appears that the scenario to the left will be the most beneficial.

11. It is possible to save queries that you create. It is suggested that you not save queries until you have more experience with the Budget Query function.

12. Checking the Shared box allows others to use the Saved Query that is created. We will be creating standard queries to be shared by all budget directors.

13. Click the Continue box to move to the next screen.

14. Many of the boxes to the left will be required to access your departmental information. We will walk through some of the common requirements.

15. Fiscal year is the second year of the academic year. The current fiscal year is 2012. You can select the fiscal year from the drop down box.

16. The Fiscal Period is the numbered month of the fiscal year. November is the 4th month of the fiscal year , so Period 4 would be chosen from the drop down box to access information from August through November.

17. Comparison Fiscal Year and Period should assist as we move forward in this year and future years.

18. At this point in time, leave Commitment Type as All.

19. Leave the Chart of Accounts set at 1.

20. The Fund box indicates the Fund designation you wish to access. The operating fund is 110000.

21. Let’s look up a departmental budget.

22. We’ve entered %Admissions% in the Code Lookup screen.

23. Our search returned three departments that have Admissions in the title. The first, 21520, is a rollup account for the two following departments. The second, Office of Admissions is the one we want. Let’s click it.

24. Notice that 21521 now fills the Department box. If we want to see the entire budget, we can now click Submit Query. Don’t forget to be sure the Include Revenue Accounts box is checked if you have revenue accounts.

25. Here’s the result of our budget query. Blue numbers are click through links to additional information.

26. Scroll down to see the remaining accounts on the page. Each page displays 15 accounts. Click the Next 15 button to continue viewing accounts.

27. Note the Original Budget, the Total Budget after adjustments, the YearToDate Actual and the Available Balance. No Encumbrances, PO’s or Requisitions have been entered.

28. Let’s click through the actual expense amount for supplies and see some details.

29. Detailed transactions are listed for the supplies-office account.

30. The Status by Organizational Hierarchy allows the roll-up of departments if you have multiple levels of departments.

31. The Quick Query doesn’t require as much information from you and gives a snapshot of accounts but does not provide click-through links to additional information.

32. We’ve skipped the report setup screen and are at the department information input area.

33. Fewer information columns are presented and no click through links are provided. This option does provide a quick snapshot.

34. Internet Native Banner Why is it called that and how can it help me? Accessing restricted funds using INB.

36. A new browser window will open up with a login screen that will require your INB login and password. That would be your first initial and last name without spaces and your password. Click Connect.

37. In the Go To box, enter FGITBAL and hit the Enter key.

38. Chart is always 1. Fiscal year is the last two digits of the last year in our fiscal years. For example, 2011-2012 is 12.

39. Fund is a 6 digit code. Each budget director with restricted funds will receive a list of the funds available. After keying in the fund code, click on the Next Block icon circled above.

40. The general ledger balances for the account are shown. Claim on Cash will be the amount this fund has in the overall Cash Fund. Expenditure Control will show the expenses this year and Revenue Control will show the revenues this year. Temp Restricted Fund Balance is the beginning balance for the fund in this fiscal year.

41. Place your cursor in the account number box for either Expenditure or Revenue Control and click to highlight the box. Then, click the Options Menu item.

42. The Option menu box pulls down. Click on Query General Ledger Activity Info to access activity for the account highlighted.

43. Expenditure activity is displayed. Click the X to close this screen and return to the previous screen.

44. Enjoy your Banner Budget Director Access