Monthly Departmental review training Penney
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Monthly Departmental review training Penney

Author : alexa-scheidler | Published Date : 2025-06-23

Description: Monthly Departmental review training Penney Doughtie Banner Trainer JANUARY 31 2025 Agenda Required Training Required Security Review Guidelines Documentation Details Completion Log 2 Required training Subtitle Required Training prior to

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Transcript:Monthly Departmental review training Penney:
Monthly Departmental review training Penney Doughtie Banner Trainer JANUARY 31, 2025 Agenda Required Training Required Security Review Guidelines Documentation Details Completion Log 2 Required training Subtitle Required Training prior to completing the Monthly Departmental Review 1. ECU Banner Finance Training for New Users Click here to launch the video. 2. Banner Finance 101/102 FOAPAL and SSB Training Register on Cornerstone. 3. Banner Finance 103 Admin Pages Register on Cornerstone 4. e~Print Report Training Register on Cornerstone 5. Xtender Training, click here to launch the online Xtender Training. 6. ECU ProCard Training, review the ProCard Training document. Complete the ECU ProCard Training Quiz, Click here to launch the video. Subtitle 3 Required security Subtitle Required Security to completing the Monthly Departmental Review 1. Banner Finance Security to General Ledger 2. Xtender Security Instructions B-F-DOCS F-FS-JE F-FS-DEPOSITS F-FS-FUNDAUTH 3. Chrome River is granted to active users Banner Finance Security Questions, Contact ~ LaToya Langford langfordl23@ecu.edu Xtender Security Questions, Contact ~ Walt Briley brileyw@ecu.edu 4 Introduction The purpose of the monthly departmental review process is to ensure adequate funding sources have been identified for revenue, payroll, and expense transactions are accurate and properly classified to the correct Banner FOAPAL (FUND, ORGANIZATION, ACCOUNT, PROGRAM, ACTIVITY, LOCATION). The review process at the departmental level is an important control to ensure that departments are credited for appropriate revenues. The monthly review also allows a department to watch for potential problems such as: employee pay charged to the wrong department, former employees still on the payroll, expenses charged to the wrong department, and charges not showing in the department’s expenses. 5 log into Banner eprint Subtitle Log into Banner ePrint (https://eprint.ecu.edu/cgi-bin/caslogin.cgi ) View ePrint report Instructions ePrint report “FYMG007~Monthly Departmental Review” is a monthly finance report which provides a one-stop list of financial transactions, budgets and encumbrances that are included in the requirements of the Monthly Departmental Review process for every fund/organization. Subtitle 6 Supporting documents Subtitle Supporting departmental records include scanned documents and departmental documentation. Xtender security and Chrome River security is needed to view scanned documentation. This documentation is used to verify transaction amounts for accuracy and posted to the correct FOAPAL, Xtender Instructions ProCard Payment History in Chrome River Instructions_to_View_a_Q_Document.pdf Subtitle 7 PART 1 Review Revenue Transactions by Fund Subtitle Compare all revenue documentation (departmental deposits and journal entries J63’s, J51’s) to the revenue transactions listed on FYMG007 for all accounts that begin with

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