Banner training: Finance

Finance Purchasing – This class covers information necessary for creating electronic purchase requisitions. Click here to see the sessions that are scheduled to take place and to sign up to attend: Banner Finance Training. 

Finance Direct Pay Invoices – The first hour of this class will cover the basics of creating a Direct Pay Invoice.  The second hour is more advanced concepts, including Travel Advances and Reconciliations.  You are welcome to come for the entire class, or just the part of the class that meets your needs. Click here to see the sessions that are scheduled to take place and to sign up to attend: Banner Finance Training.  

Finance Cash Deposits / Journal Entries – This class includes training for processing Cash Receipts and Journal Entries. We will also cover doing basic journal entries. Click here to see the sessions that are scheduled to take place and to sign up to attend: Banner Finance Training.

View Banner Finance / Approval Queues  – This class is an overview of the Banner Finance forms that can be used to look at your financial information.  There are many inquiry screens in the Banner system which give fairly comprehensive budget information.  Additionally we will show you how to access similar information over the web.  Finally, there is a discussion on the Approval Queue process.  Click here to see the sessions that are scheduled to take place and to sign up to attend: Banner Finance Training.

Finance Reduce Encumbrances – This class covers information necessary for reducing encumbrances, as well as some procedures for general finance "clean-up". There will be a brief presentation followed by an open lab, so bring some of your own work along to class. Click here to see the sessions that are scheduled to take place and to sign up to attend: Banner Finance Training. 

OSP Grants / Proposals – Please contact the Office of Sponsored Programs if you are interested in this training.