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Home Welcome
to Banner Training |
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UNC CHARLOTTE
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**Please make sure you read and print out the confidentiality statement. Additional information may be found on link listed above in regards to additional policies. In order to gain access to Banner we will need to have a signed copy from all who attend Banner Navigation Training.**
Introduction to Banner Finance - FIN101
Target Audience: All potential Banner Finance users, including departmental staff responsible for entering requisitions, querying accounting information, managing funds, or initiating financial paperwork that is submitted to Financial Services . This course is a prerequisite for all other Banner Finance courses.
Course Overview: This course will focus on understanding the relationship between Banner Finance and the other modules; the components of the Banner Finance module; the basic structure of the Chart of Accounts; the relationship between the Banner “index” and other elements of the Chart of Accounts; and learning how to query on basic accounting information such as available budget, cash balance, and transaction details.
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Requisitioning/Receiving –
FPO201
FPO201 Lab (Lab
is required for course completion)
Target Audience: Employees with departmental purchasing responsibilities, including requisitioning and receiving goods and services.
Course Overview: This course will focus on understanding the relationship between the Purchasing module and the other Finance modules; creating purchasing documents; tracking purchasing documents through the system; and entering receiving on purchased goods and services.
FPO201 Lab: This class is a hands on practice
session to reinforce the principles that were taught in
the FPO201 class. All users requesting Requisitioning
and Receiving access must complete both FPO201 and
FPO201L before access can be given.
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Finance Departmental Administration – FDA301
Target Audience: Employees with departmental financial responsibilities, including purchasing, grants administration, and budget management responsibilities; users of FRS departmental reports; and employees that initiate financial paperwork that is submitted to Financial Services.
Course Overview: Department Administrators have a wide range of responsibilities. This session will provide training on the most prevalent areas using Banner as a tool. Querying the system to find data specific to general fund (state) and grant budgets, cash balances and specific transactions will be covered in depth. A review of some processes for accounts payable and purchasing will be included as well. An introduction of new forms to be used in a variety of operations and a discussion of basic system reports will be provided, including what to expect at "Go-live". Explanation of accounting changes, such as cash to accrual basis, will be addressed.
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Finance Advanced - FIN110
Target Audience: Banner departmental experts looking for more from the system and have at least 2 months of Banner Finance Experience.
Course Overview: This course will focus on more in-depth searching skills in Banner Finance; introduce the Expert Query functionality and Data Extract to Excel; and several other tricks about using Banner will be introduced.
CAUTION: Attendees of this course must be extremely comfortable with using Banner, understand the Banner Lingo, and understand the financial transactions and how the pieces fit together.
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Resources: FIN110 Powerpoint (updated 05/01/07) UNCC Rule Codes |
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Using Banner Self Service Financial Menu - FINSSB
Target Audience: Banner Finance users that have attempted to follow the Banner Self Service Financial Menu instructions and have had problems or users that prefer a classroom setting for learning.
Course Overview: This session will include a review of the Using Banner Self Service Financial Menu instructions and address questions or problems.
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Resources: Self Service Financial Menu (updated 1/18/06) |
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Finance One-on-One-FINONE
Target Audience: Banner Finance users who feel they need additional one-on-one instruction.
Course Overview: A Banner Finance team member is available to come to your office for more detailed, one-on-one instruction in all aspects of Banner Finance.
Banner Basic Navigation training, Banner Finance Forms & Queries, and Finance 101 are prerequisites for this session.
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Resources: After you have registered for this session please contact Gale Helms at ext:73019 or via e-mail gmhelms@uncc.edu with your office location. If you are needing to cancel this session please contact the Help Center at ext:73100 as soon as possible. |
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