Finance

To be granted access to the Finance Module, you must complete the Banner Finance Privileges Request Form and forward it to Computing Services.

Training Opportunities

Banner Basic Purchasing   A step-by-step introduction to Banner purchasing using the electronic requisition and encumbrance processes.  Purchasing training is conducted one-on-one by the buyer assigned to your department. You will be contacted directly by a purchasing agent.

Budgeting Overview   Provides: anticipated budgeting overview, allocation budgeting overview, personal services budgeting, various Banner budget screens descriptions, and question/answer session.  Will not address Grant Budgeting.

Banner On-Line Inquiry and Data Extract  This workshop is designed to teach the Banner user the basic on-line forms available for retrieving financial information and for researching financial transactions for their individual department.

Purchasing Refresher Course   A review of the Banner purchasing and encumbrance process with special emphasis on the areas of interest to the individual. Purchasing training is conducted one-on-one by the buyer assigned to your department. You will be contacted directly by a purchasing agent.