Banner Finance & Budget

Questions?

Contact the Banner Hotline.

This video introduces new users to the Banner Finance Module.ÌýDuring 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 Â鶹´«Ã½'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:ÌýBanner BasicsÌý°ù±ð±¹¾±±ð·É

REMINDER:ÌýBanner Trainings are NOT required to obtain access to the system.ÌýTo request a Banner Account, visit the Online Services/Account RequestsÌýpage for step-by-step instructions and review ourÌý. For a complete list of all Banner Accesses available, visit the Banner XEÌýpage.

All Banner-related questions should be directed to the Banner Hotline atÌýbannerhotline@odu.edu.

We encourage yourÌýÌýon 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 BalanceÌý& How-to VideoÌý
  3. FGIBDST: Checking My BudgetÌý& How-to VideoÌý
  4. Identifying AP & Encumbrance Transaction Codes
  5. Identifying AR, Budget, General Accounting, & Payroll Transaction Codes
  6. FAIINVE: Reviewing Invoice InformationÌý& How-to VideoÌý
  7. FOIDOCH: Researching an Invoice Using the Banner Invoice NumberÌý& How-to VideoÌý
  8. FGIDOCR: Viewing Transaction Date, Description, & Amounts for All Processed TransactionsÌý& How-to VideoÌý
  9. FAIVNDH: Researching an Invoice Using Vendor HistoryÌý& How-to VideoÌý
  10. FTIIDEN: Finding a Vendor NumberÌýÌý& How-to VideoÌý
  11. FBIBUDG: Checking Your Base Budget?Ìý& How-to VideoÌý
  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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