Banner Finance Course Objectives Understand ECSU Chart of Accounts Structure Managing your Banner System Account How to set up user preferences How to manage your personal menu Finance Forms ID: 459601
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Slide1
Elizabeth City State University
Banner Finance Slide2
Course Objectives
Understand ECSU Chart of Accounts Structure
Managing your Banner System Account
How
to
set up
user preferences
How to
manage your personal menu
Finance Forms
Understand naming conventions and form structure
Perform basic Banner navigation functions
Search for items in a database
Extract data to Excel
How to find financial dataSlide3
ECSU Chart of Accounts StructureSlide4
Fund vs.
Account
What is Spent/Receipted
Data Entry Range
Revenues
2xxxxExpenditures1xxxxFund Balance5xxxxAssets3xxxxLiabilities4xxxxBudget Pools7xxxxSlide5
Internet Native Banner LogonSlide6Slide7Slide8
Make “My Banner” your defaultSlide9
Set up your Personal MenuSlide10
Form Naming Conventions
All forms names have seven characters also known as a
Quick Key
Position 1 - System
Position 2 - Module
Position 3 – Type
Modules FinanceStudentPosition 2
Module
Position 2
Module
A
Accounts Payable
A
Admissions
B
Budget Development
C
Catalog
C
Cost Accounting
E
Support Services
E
Electronic Data Interchange
F
Registration/Fee Assessment
F
Fixed Assets
G
General StudentGGeneral LedgerHGrades/Academic HistoryIInvestment ManagementIFaculty LoadNEndowment ManagementLLocation ManagementOOperationsMCAPPPPurchasing and ProcurementOOverallRResearch AccountingPPersonSStores InventoryRRecruitingTValidation Form/TableSScheduleUUtilityTValidation Form/TableUUtilitySlide11
Title Bar
Blocks
Key Block
Information Block
Parts of a formSlide12
Menu Bar
Toolbar
Title Bar
Key Block
Information Block
Auto Hint and Status LineSlide13
When working on a form, where do you start?
Next block
Information block
Start block
Key block
Pop QuizSlide14
Horizontal Toolbar
1
4
2
5
3
6
7
8
9
10Slide15
Querying
Wildcards - you can use the Oracle wildcards
%
and
_
in the search criteria:
The character % represents any number of unspecified characters.The character _ represents one occurrence of an unspecified character.The date format in Banner is DD-MMM-YYYY. To query all transactions for the month of December 2013 use %DEC-2013 as the search criteria.Slide16
Quick Hints
Options Menu
– From within a form you can access other forms, windows and blocks related to the current form.
You can also use the right mouse button to access a list of options (just be sure your pointer is not over a field).
Use
F5
on your keyboard to display the direct access field. This is useful if you want to access another Banner form without exiting the current form.Click on File from the menu bar to see the last 10 forms accessed since your last logon.Slide17Slide18Slide19
Type in the search criteriaSlide20
Execute the querySlide21
Drill down for more informationSlide22
Drilling down
Field in key block is populated automatically from the previous form
Perform a ‘next block’ function to see information
As long as
Options
is not grayed out in menu bar, you can continue to drill down for more informationSlide23
Check Available BalanceSlide24
To see detail accountsSlide25
To see detail transactions in operating ledgerSlide26
Perform a search
Enter the query mode
Type in the search criteria
Execute the searchSlide27
Extract records to ExcelSlide28
To see general ledger
balances
on self supporting or other trust fundsSlide29
Use “
Options
” to drill down for more detail
Menu Bar
Right click
orSlide30
Grant fundsSlide31
To look up vendors in BannerSlide32
If you want to see the names of the last 10 forms accessed in the current session, which menu bar choice would you select?
File
Edit
Record
Help
Pop QuizSlide33